Institutional Ownership
Listed Fds Tr
CUSIP 53656G332RELATIVE STRENGTRSMVQ1 2026
Institutional Holders
9
13F filers
Shares Held
625.4K
Aggregate institutional
Institutional Value
$16.56M
Q1 2026
Net New Holders
+1
3 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased3
Decreased2
Sold out2
Institutional Holders
9 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | 439.2K | $11.63M | +20.1K | Added |
| 2 | Ae Wealth Management LLC | 88.1K | $2.33M | −26.1K | Reduced |
| 3 | Susquehanna International Group, LLP | 39.2K | $1.04M | +30.4K | Added |
| 4 | Old Mission Capital LLC | 22.9K | $606.6K | +22.9K | New |
| 5 | Gibbs Wealth Management | 17.5K | $462.0K | +17.5K | New |
| 6 | Iams Wealth Management, LLC | 15.7K | $414.6K | −3.1K | Reduced |
| 7 | Aptus Capital Advisors, LLC | 2.5K | $66.0K | +2.5K | New |
| 8 | Jpmorgan Chase & Co | 363 | $9.4K | +19 | Added |
| 9 | Sound Income Strategies, LLC | 70 | $1.9K | 0 | Held |