# LISTED FDS TR HORIZON KINETICS

LISTED FDS TR HORIZON KINETICS is a security (CUSIP 53656F623) tracked across SEC portfolio filings. 175 institutional managers reported $819.9M on Form 13F as of 2026-06-30.

## Summary

- Issuer: LISTED FDS TR
- Class: HORIZON KINETICS
- CUSIP: 53656F623
- 13F holders: 175
- 13F value: $819.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 175 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [OXFORD FINANCIAL GROUP LTD](https://search.stillhousedata.com/firm/105303) | INDIANAPOLIS, IN | $205.5M | 3,947,452 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $50.4M | 968,455 |
| Royal Bank of Canada | TORONTO, A6 | $43.2M | 829,646 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $42.5M | 816,891 |
| UBS Group AG | Zurich, V8 | $27.0M | 519,499 |
| [One Charles Private Wealth Services, LLC](https://search.stillhousedata.com/firm/286635) | HINGHAM, MA | $24.2M | 484,447 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $22.7M | 436,945 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $16.4M | 315,797 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $15.9M | 319,322 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $15.5M | 311,549 |
| [CAPTRUST FINANCIAL ADVISORS](https://search.stillhousedata.com/firm/175112) | RALEIGH, NC | $14.9M | 285,691 |
| [Hilltop National Bank](https://search.stillhousedata.com/firm/20529) | CASPER, WY | $14.0M | 280,389 |
| MAI Capital Management | INDEPENDENCE, OH | $13.3M | 256,154 |
| FIRST FOUNDATION ADVISORS | Irvine, CA | $12.8M | 246,486 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $11.6M | 223,258 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53656F623.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.