Institutional Ownership
Listed Fds Tr
CUSIP 53656F888SHARES SML CAPOVSQ1 2026
Institutional Holders
7
13F filers
Shares Held
445.5K
Aggregate institutional
Institutional Value
$17.42M
Q1 2026
Net New Holders
+0
1 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased3
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bison Wealth, LLC | 388.4K | $15.35M | +14.2K | Added |
| 2 | Johnson & White Wealth Management, LLC | 47.9K | $1.74M | +2.7K | Added |
| 3 | Old Mission Capital LLC | 7.1K | $257.6K | −3.9K | Reduced |
| 4 | Osaic Holdings, Inc. | 1.2K | $43.5K | −324 | Reduced |
| 5 | Royal Bank Of Canada | 643 | $23.0K | +643 | New |
| 6 | Evolution Wealth Management Inc. | 191 | $6.9K | 0 | Held |
| 7 | Ubs Group AG | 52 | $1.9K | −48 | Reduced |