DOSSIER · 13F Holders · Q3 2026
BCUS

EXCHANGE LISTED FDS TR

14 institutions still hold EXCHANGE LISTED FDS TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30151E558·14 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$57M
visible holders
Holders
14
filers reporting
Concentration
60.80%
Strategic Wealth Investment Group, LLC #1
top holder share
AI Holders Summary · Q3 2026

14 institutions reported BCUS in Q3 2026. Strategic Wealth Investment Group, LLC leads at 60.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Strategic Wealth Investment Group, LLC
CIK 0001802365
$35M1.0M4.29%Q3 2026
02
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$21M572K0.10%Q2 2026
03
Israel Discount Bank of New York
CIK 0001706511
$607K18K1.10%Q3 2026
04
IFP Advisors, Inc
CIK 0001641866
$240K7K0.00%Q3 2026
05
JPMORGAN CHASE & CO
CIK 0000019617
$74K2K0.00%Q3 2026
06
POM Investment Strategies, LLC
CIK 0001906322
$45K1K0.04%Q3 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$44K1K0.00%Q3 2026
08
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$24K6990.00%Q3 2026
09
Arlington Trust Co LLC
CIK 0001997685
$24K7000.00%Q3 2026
10
Farther Finance Advisors, LLC
CIK 0001992825
$21K6130.00%Q3 2026
11
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19K5170.00%Q2 2026
12
AE Wealth Management LLC
CIK 0001697723
$18K5360.00%Q3 2026
13
UBS Group AG
CIK 0001610520
$6820.00%Q3 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025