# LISTED FDS TR SHARES CORE BD

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.

## Summary

- Issuer: LISTED FDS TR
- Class: SHARES CORE BD
- CUSIP: 53656F862
- 13F holders: 19
- 13F value: $42.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 19 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Bison Wealth, LLC](https://search.stillhousedata.com/firm/299805) | ATLANTA, GA | $23.6M | 1,151,999 |
| [Brookwood Investment Group LLC](https://search.stillhousedata.com/firm/316544) | PHOENIX, AZ | $8.5M | 417,194 |
| [EVOLUTION WEALTH MANAGEMENT INC.](https://search.stillhousedata.com/firm/307644) | FORT MYERS, FL | $4.4M | 217,195 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $1.8M | 87,210 |
| [CITADEL ADVISORS LLC](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $1.2M | 56,242 |
| [Ethos Capital Management, Inc.](https://search.stillhousedata.com/firm/313145) | NEWTOWN, PA | $1.1M | 52,960 |
| Atlantic Union Bankshares Corp | Glen Allen, VA | $408K | 19,866 |
| [Luminist Capital LLC](https://search.stillhousedata.com/firm/173396) | 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](https://search.stillhousedata.com/firm/144560) | AUSTIN, TX | $236K | 11,529 |
| [BEAM WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/109867) | COVINGTON, LA | $205K | 10,020 |
| [AE Wealth Management LLC](https://search.stillhousedata.com/firm/282580) | TOPEKA, KS | $109K | 5,323 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $37K | 1,783 |
| [IFP Advisors, Inc](https://search.stillhousedata.com/firm/125112) | TAMPA, FL | $27K | 1,336 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/53656F862.md)
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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.
