Institutional Ownership
Listed Fds Tr
CUSIP 53656F862SHARES CORE BDOVBQ1 2026
Institutional Holders
17
13F filers
Shares Held
1.96M
Aggregate institutional
Institutional Value
$40.37M
Q1 2026
Net New Holders
+4
5 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased6
Decreased5
Sold out1
Institutional Holders
17 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 1.05M | $21.72M | −36.5K | Reduced |
| 2 | Brookwood Investment Group LLC | 409.6K | $8.41M | +409.6K | New |
| 3 | Evolution Wealth Management Inc. | 177.9K | $3.66M | +58.0K | Added |
| 4 | Susquehanna International Group, LLP | 87.2K | $1.79M | −11.1K | Reduced |
| 5 | Ethos Capital Management, Inc. | 78.5K | $1.61M | −12.9K | Reduced |
| 6 | Citadel Advisors LLC | 56.2K | $1.16M | +56.2K | New |
| 7 | Wealthcare Advisory Partners LLC | 21.5K | $441.4K | +21.5K | New |
| 8 | Atlantic Union Bankshares Corp | 19.9K | $408.2K | +30 | Added |
| 9 | Luminist Capital LLC | 19.4K | $398.4K | +737 | Added |
| 10 | Reap Financial Group, LLC | 16.3K | $335.0K | −2.7K | Reduced |
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