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

LISTED FDS TR

179 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 53656F623·179 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$602M
visible holders
Holders
179
filers reporting
Concentration
31.98%
OXFORD FINANCIAL GROUP, LTD. LLC #1
top holder share
AI Holders Summary · Q2 2026

179 institutions reported INFL in Q2 2026. OXFORD FINANCIAL GROUP, LTD. LLC leads at 32.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OXFORD FINANCIAL GROUP, LTD. LLC
CIK 0001245862
$193M3.9M9.75%Q2 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$59M1.2M0.01%Q2 202603
LPL Financial LLC
CIK 0001403438
$54M1.1M0.01%Q2 202604
ROYAL BANK OF CANADA
CIK 0001000275
$46M917K0.01%Q2 202605
Rockefeller Capital Management L.P.
CIK 0001739439
$25M503K0.04%Q2 202606
One Charles Private Wealth Services, LLC
CIK 0001800938
$24M484K5.56%Q2 202607
UBS Group AG
CIK 0001610520
$23M460K0.00%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$16M319K0.02%Q2 202609
FIRST FOUNDATION ADVISORS
CIK 0001086763
$16M318K0.57%Q2 202610
Janney Montgomery Scott LLC
CIK 0001329948
$16M302K0.04%Q1 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M312K0.00%Q2 202612
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$15M301K0.02%Q2 202613
Hilltop National Bank
CIK 0002021658
$14M280K2.99%Q2 202614
MAI Capital Management
CIK 0001040197
$14M272K0.05%Q2 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$13M264K0.00%Q2 202616
Coastal Bridge Advisors, LLC
CIK 0001665976
$13M261K0.80%Q2 202617
Aptus Capital Advisors, LLC
CIK 0001664193
$13M254K0.09%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$11M230K0.05%Q2 202619
DIVERSIFIED MANAGEMENT INC
CIK 0000922372
$11M225K2.40%Q2 202620
Lowe Wealth Advisors, LLC
CIK 0001574010
$11M251K4.09%Q3 2025
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