Institutional Ownership
Listed Fds Tr
CUSIP 53656G357YIELDS FOR YOU IYFYAQ1 2026
Institutional Holders
3
13F filers
Shares Held
80.9K
Aggregate institutional
Institutional Value
$790.9K
Q1 2026
Net New Holders
-2
0 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions0
Increased1
Decreased1
Sold out2
Institutional Holders
3 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | 57.7K | $563.6K | −10.2K | Reduced |
| 2 | Beacon Investment Advisors LLC | 23.1K | $225.3K | 0 | Held |
| 3 | Ubs Group AG | 209 | $2.0K | +54 | Added |