13F Insight
DOSSIER · 13F Holders · Q2 2026
BETZ

LISTED FDS TR

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

CUSIP 53656F789·47 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$9M
visible holders
Holders
47
filers reporting
Concentration
24.79%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

47 institutions reported BETZ in Q2 2026. LPL Financial LLC leads at 24.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$2M117K0.00%Q2 202602
CITADEL ADVISORS LLC
CIK 0001423053
$2M98K0.00%Q2 202603
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$1M69K0.04%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M56K0.00%Q2 202605
BROWN BROTHERS HARRIMAN & CO
CIK 0000014661
$897K48K0.00%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$456K26K0.00%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$298K16K0.00%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$283K16K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$168K9K0.00%Q2 202610
MORGAN STANLEY
CIK 0000895421
$91K5K0.00%Q2 202611
CWM, LLC
CIK 0001535847
$67K4K0.00%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$49K3K0.00%Q2 202613
UBS Group AG
CIK 0001610520
$49K3K0.00%Q2 202614
PRIVATE TRUST CO NA
CIK 0001277557
$44K2K0.00%Q2 202615
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CIK 0001352860
$25K1K0.00%Q2 202616
Capital Advisors, Ltd. LLC
CIK 0001597878
$25K1K0.00%Q1 202617
AE Wealth Management LLC
CIK 0001697723
$25K1K0.00%Q2 202618
IFP Advisors, Inc
CIK 0001641866
$15K8160.00%Q2 202619
Triumph Capital Management
CIK 0001730765
$13K7000.00%Q2 202620
Strategic Investment Solutions, Inc. /IL
CIK 0001960144
$11K6120.00%Q2 2026
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