LISTED FDS TR SHARES SML CAP is a security (CUSIP 53656F888) tracked across SEC portfolio filings. 10 institutional managers reported $20.2M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Bison Wealth, LLC | ATLANTA, GA | $16.9M | 401,701 |
| Johnson & White Wealth Management, LLC | YORK, PA | $2.2M | 51,496 |
| WOLVERINE TRADING, LLC | CHICAGO, IL | $403K | 11,330 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $305K | 7,148 |
| OLD MISSION CAPITAL LLC | CHICAGO, IL | $258K | 7,083 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $43K | 1,195 |
| Royal Bank of Canada | TORONTO, A6 | $23K | 643 |
| EVOLUTION WEALTH MANAGEMENT INC. | FORT MYERS, FL | $8K | 191 |
| UBS Group AG | Zurich, V8 | $2K | 52 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |