# LISTED FDS TR OVERLAY SHARES

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.

## Summary

- Issuer: LISTED FDS TR
- Class: OVERLAY SHARES
- CUSIP: 53656F581
- 13F holders: 27
- 13F value: $93.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 27 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Bison Wealth, LLC](https://search.stillhousedata.com/firm/299805) | ATLANTA, GA | $46.0M | 1,097,349 |
| [Holcombe Financial, Inc.](https://search.stillhousedata.com/firm/142238) | ATLANTA, GA | $14.8M | 354,916 |
| [Delta Investment Management, LLC](https://search.stillhousedata.com/firm/149596) | SAN FRANCISCO, CA | $10.3M | 272,224 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $9.8M | 235,472 |
| [Apollon Wealth Management, LLC](https://search.stillhousedata.com/firm/291902) | MOUNT PLEASANT, SC | $2.9M | 69,381 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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](https://search.stillhousedata.com/firm/125648) | ALBANY, NY | $456K | 10,924 |
| [Oasis Advisors, LLC](https://search.stillhousedata.com/firm/335555) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53656F581.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.