Listed FDS TRETF
13F holders, Q1 2024 (March 31)6holders
$28.36avg. 13F price*
At the end of Q1 2024, 6 institutions reported holding Listed FDS TR in their 13F filings. The largest holders were Weaver Consulting Group ($406K), Atria Wealth Solutions, Inc. ($333K) and Susquehanna International Group, LLP ($206K).
- Company
- Listed FDS TR
- CUSIP
- 53656F771
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $210K |
| Exits | 1 | $407K |
Ownership 6 holders
| Weaver Consulting Group | 0.15% | Reduce -4.0% | 14,314 | $406K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.3% | 11,750 | $333K |
| Susquehanna International Group, LLP | 0.00% | New | 7,277 | $206K |
| Osaic Holdings, Inc. | 0.00% | No change | 3,150 | $89K |
| Harbour Investments, Inc. | 0.00% | No change | 895 | $25K |
| UBS Group AG | 0.00% | New | 143 | $4K |
"% of holder's portfolio" is LISTED FDS TR's weight in each manager's 13F, not the share of Listed FDS TR the manager owns.