Institutional Ownership
Listed Fds Tr
CUSIP 53656F805SHARES LAG CAPOVLQ1 2026
Institutional Holders
36
13F filers
Shares Held
3.12M
Aggregate institutional
Institutional Value
$169.16M
Q1 2026
Net New Holders
-2
4 new · 6 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased13
Decreased13
Sold out6
Institutional Holders
36 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 2.00M | $114.91M | +263.4K | Added |
| 2 | Envestnet Asset Management Inc | 282.9K | $14.23M | +33.7K | Added |
| 3 | Raymond James Financial Inc | 178.5K | $8.98M | −10.9K | Reduced |
| 4 | Legacy Private Trust Co. | 86.2K | $4.34M | +1.1K | Added |
| 5 | Jpmorgan Chase & Co | 88.4K | $4.30M | −1.3K | Reduced |
| 6 | Royal Bank Of Canada | 67.1K | $3.38M | +387 | Added |
| 7 | Evolution Wealth Management Inc. | 42.0K | $2.11M | −1.1K | Reduced |
| 8 | Private Advisor Group, LLC | 35.6K | $1.79M | +332 | Added |
| 9 | Johnson & White Wealth Management, LLC | 35.1K | $1.76M | +2.0K | Added |
| 10 | Smartleaf Asset Management LLC | 35.6K | $1.73M | +229 | Added |
26 more institutional holders on Premium
See every fund holding Listed Fds Tr, with full quarter-over-quarter share changes.
Unlock all holders