LISTED FDS TR OVERLAY SHS SHRT is a security (CUSIP 53656F573) tracked across SEC portfolio filings. 14 institutional managers reported $51.3M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Bison Wealth, LLC | ATLANTA, GA | $34.5M | 1,575,908 |
| Holcombe Financial, Inc. | ATLANTA, GA | $11.7M | 534,387 |
| Brinker Capital Investments, LLC | Berwyn, PA | $2.5M | 113,351 |
| EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS, FL | $762K | 34,904 |
| Oasis Advisors, LLC | FOREST CITY, IA | $720K | 32,976 |
| True Link Financial Advisors, LLC | SAN FRANCISCO, CA | $513K | 23,510 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $341K | 15,573 |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $182K | 8,286 |
| REAP Financial Group, LLC | AUSTIN, TX | $87K | 4,001 |
| AE Wealth Management LLC | TOPEKA, KS | $19K | 878 |
| UBS Group AG | Zurich, V8 | $17K | 761 |
| Royal Bank of Canada | TORONTO, A6 | $13K | 592 |
| Virtu Financial LLC | New York, NY | $723 | 32,989 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |