13F Insight
DOSSIER · 13F Holders · Q1 2026
BCUS

EXCHANGE LISTED FDS TR

12 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 30151E558·12 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$58M
visible holders
Holders
12
filers reporting
Concentration
62.22%
Strategic Wealth Investment Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported BCUS in Q1 2026. Strategic Wealth Investment Group, LLC leads at 62.2% 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
$36M1.1M4.60%Q1 202602
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$21M572K0.10%Q2 202603
Israel Discount Bank of New York
CIK 0001706511
$603K16K1.12%Q2 202604
IFP Advisors, Inc
CIK 0001641866
$131K4K0.00%Q2 202605
POM Investment Strategies, LLC
CIK 0001906322
$39K1K0.05%Q1 202606
Farther Finance Advisors, LLC
CIK 0001992825
$23K6130.00%Q2 202607
Lindbrook Capital, LLC
CIK 0001767045
$14K4820.00%Q1 202508
CoreCap Advisors, LLC
CIK 0001902501
$9K2400.00%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$957310.00%Q1 202610
First Command Advisory Services, Inc.
CIK 0001727336
$22470.00%Q1 202611
UBS Group AG
CIK 0001610520
$6420.00%Q1 202612
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025