DOSSIER · 13F Holders · Q2 2026
BCUS

EXCHANGE LISTED FDS TR

14 institutions still hold EXCHANGE LISTED FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 30151E558·14 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$61M
visible holders
Holders
14
filers reporting
Concentration
63.51%
Strategic Wealth Investment Group, LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported BCUS in Q2 2026. Strategic Wealth Investment Group, LLC leads at 63.5% 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
$38M1.0M4.67%Q2 2026
02
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$21M572K0.10%Q2 2026
03
Israel Discount Bank of New York
CIK 0001706511
$603K16K1.12%Q2 2026
04
IFP Advisors, Inc
CIK 0001641866
$131K4K0.00%Q2 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$54K1K0.00%Q2 2026
06
POM Investment Strategies, LLC
CIK 0001906322
$46K1K0.05%Q2 2026
07
JPMORGAN CHASE & CO
CIK 0000019617
$33K9100.00%Q2 2026
08
Farther Finance Advisors, LLC
CIK 0001992825
$23K6130.00%Q2 2026
09
WELLS FARGO & COMPANY/MN
CIK 0000072971
$19K5170.00%Q2 2026
10
Lindbrook Capital, LLC
CIK 0001767045
$14K4820.00%Q1 2025
11
AE Wealth Management LLC
CIK 0001697723
$10K2680.00%Q2 2026
12
CoreCap Advisors, LLC
CIK 0001902501
$9K2400.00%Q2 2026
13
UBS Group AG
CIK 0001610520
$7420.00%Q2 2026
14
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025