DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
BCUS

EXCHANGE LISTED FDS TR

11 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 30151E558·11 13F holders·last filed Mar 31, 2026
Market cap
8.9%
vs prior quarter
13F value held
$52M
56.0% inst. owned
of float
Holders
11
-19 QoQ
filers reporting
Activity
+63 / −11
+877 added · −866 reduced
this quarter
Concentration
69.65%
Strategic Wealth Investment Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported BCUS in Q1 2026. Strategic Wealth Investment Group, LLC leads at 69.7% of the visible book. -19 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
$36M1.1M4.60%Q1 2026
02
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$15M475K0.08%Q1 2026
03
Israel Discount Bank of New York
CIK 0001706511
$418,89313K0.92%Q1 2026
04
IFP Advisors, Inc
CIK 0001641866
$113,2594K0.00%Q1 2026
05
POM Investment Strategies, LLC
CIK 0001906322
$39,4811K0.05%Q1 2026
06
Farther Finance Advisors, LLC
CIK 0001992825
$19,7946130.00%Q1 2026
07
Lindbrook Capital, LLC
CIK 0001767045
$14,1284820.00%Q1 2025
08
CoreCap Advisors, LLC
CIK 0001902501
$7,6662400.00%Q1 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$957310.00%Q1 2026
10
First Command Advisory Services, Inc.
CIK 0001727336
$22470.00%Q1 2026
11
UBS Group AG
CIK 0001610520
$6420.00%Q1 2026