13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
BCIL

EXCHANGE LISTED FDS TR

8 institutions still hold EXCHANGE LISTED FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30151E541·8 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.1%
vs prior quarter
13F value held
$21M
59.0% inst. owned
of float
Holders
8
-37 QoQ
filers reporting
Activity
+39 / −65
+772 added · −732 reduced
this quarter
Concentration
63.88%
Strategic Wealth Investment Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported BCIL in Q1 2026. Strategic Wealth Investment Group, LLC leads at 63.9% of the visible book. -37 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Strategic Wealth Investment Group, LLC
CIK 0001802365
$14M515K1.72%Q1 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$5M192K0.03%Q1 202603
Israel Discount Bank of New York
CIK 0001706511
$2M65K3.77%Q1 202604
Maia Wealth LLC
CIK 0002010858
$492,09619K0.08%Q1 202605
GTS SECURITIES LLC
CIK 0001452765· Market maker
$379,92514K0.01%Q1 202606
UBS Group AG
CIK 0001610520
$7,1732730.00%Q1 202607
CoreCap Advisors, LLC
CIK 0001902501
$2,8381080.00%Q1 202608
POM Investment Strategies, LLC
CIK 0001906322
$2,235850.00%Q1 2026