LISTED FDS TR SHARES CORE BD is a security (CUSIP 53656F862) tracked across SEC portfolio filings. 19 institutional managers reported $42.5M on Form 13F as of 2026-06-30.
Showing 15 of 19 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Bison Wealth, LLC | ATLANTA, GA | $23.6M | 1,151,999 |
| Brookwood Investment Group LLC | PHOENIX, AZ | $8.5M | 417,194 |
| EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS, FL | $4.4M | 217,195 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.8M | 87,210 |
| CITADEL ADVISORS LLC | MIAMI, FL | $1.2M | 56,242 |
| Ethos Capital Management, Inc. | NEWTOWN, PA | $1.1M | 52,960 |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $408K | 19,866 |
| Luminist Capital LLC | GRAND RAPIDS, MI | $398K | 19,392 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $257K | 12,523 |
| True Link Financial Advisors, LLC | SAN FRANCISCO, CA | $250K | 12,223 |
| REAP Financial Group, LLC | AUSTIN, TX | $236K | 11,529 |
| BEAM WEALTH ADVISORS, INC. | COVINGTON, LA | $205K | 10,020 |
| AE Wealth Management LLC | TOPEKA, KS | $109K | 5,323 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $37K | 1,783 |
| IFP Advisors, Inc | TAMPA, FL | $27K | 1,336 |