# LISTED FDS TR SHARES LAG CAP

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.

## Summary

- Issuer: LISTED FDS TR
- Class: SHARES LAG CAP
- CUSIP: 53656F805
- 13F holders: 45
- 13F value: $184.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 45 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Bison Wealth, LLC](https://search.stillhousedata.com/firm/299805) | 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](https://search.stillhousedata.com/firm/323414) | 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.](https://search.stillhousedata.com/firm/307644) | FORT MYERS, FL | $2.1M | 36,489 |
| [Apollon Wealth Management, LLC](https://search.stillhousedata.com/firm/291902) | MOUNT PLEASANT, SC | $2.0M | 35,050 |
| [Smartleaf Asset Management LLC](https://search.stillhousedata.com/firm/172273) | BOSTON, MA | $1.7M | 35,611 |
| [MILESTONE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/310441) | PITTSBURGH, PA | $1.4M | 25,133 |
| [SHELTON CAPITAL MANAGEMENT](https://search.stillhousedata.com/firm/104720) | Denver, CO | $1.4M | 27,131 |
| [CAP Partners, LLC](https://search.stillhousedata.com/firm/144779) | FRANKLIN, TN | $876K | 15,478 |
| [LANARK FINANCIAL, INC.](https://search.stillhousedata.com/firm/17870) | BIRMINGHAM, AL | $785K | 13,858 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53656F805.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.