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

LISTED FDS TR

78 institutions still hold LISTED FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656F417·78 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$68M
visible holders
Holders
78
filers reporting
Concentration
31.08%
Evanson Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

78 institutions reported METV in Q1 2026. Evanson Asset Management, LLC leads at 31.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Evanson Asset Management, LLC
CIK 0001626379
$21M37K1.13%Q1 202602
Evanson Financial, LLC
CIK 0002140235
$20M36K1.00%Q2 202603
Gemmer Asset Management LLC
CIK 0001607825
$7M12K0.46%Q2 202604
Wealthspire Advisors, LLC
CIK 0001646247
$3M153K0.02%Q2 202605
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$3M168K0.08%Q1 202606
GM Advisory Group, LLC
CIK 0001598304
$3M168K0.10%Q1 202607
LPL Financial LLC
CIK 0001403438
$2M111K0.00%Q2 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1M76K0.00%Q2 202609
CITADEL ADVISORS LLC
CIK 0001423053
$1M56K0.00%Q4 202510
Merit Financial Group, LLC
CIK 0001621225
$952K52K0.01%Q2 202611
MORGAN STANLEY
CIK 0000895421
$942K51K0.00%Q2 202612
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$872K51K0.00%Q2 202513
Creative Planning
CIK 0001540235
$846K46K0.00%Q2 202614
Beaird Harris Wealth Management, LLC
CIK 0001908938
$728K1K0.05%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$491K27K0.00%Q2 202616
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$461K25K0.02%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$376K20K0.00%Q2 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$357K19K0.00%Q2 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$356K22K0.00%Q1 202620
Wealthfront Advisers LLC
CIK 0001763921
$338K18K0.00%Q2 2026
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