LISTED FDS TR SHARES LAG CAP is a security (CUSIP 53656F805) tracked across SEC portfolio filings. 45 institutional managers reported $184.6M on Form 13F as of 2026-06-30.
Showing 15 of 45 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Bison Wealth, LLC | ATLANTA, GA | $115.9M | 2,034,316 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $17.2M | 303,398 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $9.0M | 178,498 |
| NEW WAVE WEALTH ADVISORS LLC | SPRINGDALE, AR | $8.2M | 144,200 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $4.3M | 88,416 |
| Legacy Private Trust Co. | NEENAH, WI | $3.6M | 63,645 |
| Royal Bank of Canada | TORONTO, A6 | $3.4M | 67,093 |
| Johnson & White Wealth Management, LLC | YORK, PA | $2.1M | 37,892 |
| EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS, FL | $2.1M | 36,489 |
| Apollon Wealth Management, LLC | MOUNT PLEASANT, SC | $2.0M | 35,050 |
| Smartleaf Asset Management LLC | BOSTON, MA | $1.7M | 35,611 |
| MILESTONE ASSET MANAGEMENT, LLC | PITTSBURGH, PA | $1.4M | 25,133 |
| SHELTON CAPITAL MANAGEMENT | Denver, CO | $1.4M | 27,131 |
| CAP Partners, LLC | FRANKLIN, TN | $876K | 15,478 |
| LANARK FINANCIAL, INC. | BIRMINGHAM, AL | $785K | 13,858 |