DOSSIER · 13F Holders · Q1 2026
OEI

LISTED FDS TR

3 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 53656G159·3 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$35M
visible holders
Holders
3
filers reporting
Concentration
98.56%
Arkadios Wealth Advisors #1
top holder share
AI Holders Summary · Q1 2026

3 institutions reported OEI in Q1 2026. Arkadios Wealth Advisors leads at 98.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Arkadios Wealth Advisors
CIK 0001800798
$35M1.4M0.57%Q1 2026
02
Avory & Company, LLC
CIK 0001842766
$502K20K0.63%Q2 2026
03
UBS Group AG
CIK 0001610520
$9K3480.00%Q1 2026