LISTED FDS TR OVERLAY SHARES is a security (CUSIP 53656F581) tracked across SEC portfolio filings. 27 institutional managers reported $93.6M on Form 13F as of 2026-06-30.
Showing 15 of 27 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Bison Wealth, LLC | ATLANTA, GA | $46.0M | 1,097,349 |
| Holcombe Financial, Inc. | ATLANTA, GA | $14.8M | 354,916 |
| Delta Investment Management, LLC | SAN FRANCISCO, CA | $10.3M | 272,224 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $9.8M | 235,472 |
| Apollon Wealth Management, LLC | MOUNT PLEASANT, SC | $2.9M | 69,381 |
| LPL Financial LLC | FORT MILL, SC | $2.7M | 71,627 |
| PACIFIC FINANCIAL GROUP INC | BELLEVUE, WA | $2.0M | 53,675 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $782K | 20,645 |
| FIFTH THIRD BANCORP | CINCINNATI, OH | $680K | 16,264 |
| COMERICA BANK | DALLAS, TX | $641K | 16,264 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $485K | 12,801 |
| PKS Advisory Services, LLC | ALBANY, NY | $456K | 10,924 |
| Oasis Advisors, LLC | FOREST CITY, IA | $357K | 8,556 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $336K | 8,871 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $281K | 7,411 |