# LISTED FDS TR OVERLAY SHS SHRT

LISTED FDS TR OVERLAY SHS SHRT is a security (CUSIP 53656F573) tracked across SEC portfolio filings. 15 institutional managers reported $51.4M on Form 13F as of 2026-06-30.

## Summary

- Issuer: LISTED FDS TR
- Class: OVERLAY SHS SHRT
- CUSIP: 53656F573
- 13F holders: 15
- 13F value: $51.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Bison Wealth, LLC](https://search.stillhousedata.com/firm/299805) | ATLANTA, GA | $34.5M | 1,575,908 |
| [Holcombe Financial, Inc.](https://search.stillhousedata.com/firm/142238) | ATLANTA, GA | $11.7M | 534,387 |
| [Brinker Capital Investments, LLC](https://search.stillhousedata.com/firm/107975) | Berwyn, PA | $2.5M | 113,351 |
| [EVOLUTION WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/307644) | FORT MYERS, FL | $762K | 34,904 |
| [Oasis Advisors, LLC](https://search.stillhousedata.com/firm/335555) | 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 |
| Global Retirement Partners, LLC | San Rafael, CA | $114K | 5,242 |
| [REAP Financial Group, LLC](https://search.stillhousedata.com/firm/144560) | AUSTIN, TX | $87K | 4,001 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53656F573.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.