13 institutions reported holding $12.6M of LISTED FDS TR (BCDF) in SEC 13F filings for 2026-03-31. Largest institutional holders: HORIZON KINETICS ASSET MANAGEMENT LLC ($5.1M), Advisory Services Network, LLC ($2.1M), Atlas Wealth Partners, LLC ($2.0M), EagleClaw Capital Managment, LLC ($904,897), HighTower Advisors, LLC ($871,701). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $5.1M | 166,055 | Added |
| 2 | Advisory Services Network, LLC | $2.1M | 68,013 | Added |
| 3 | Atlas Wealth Partners, LLC | $2.0M | 64,663 | Added |
| 4 | EagleClaw Capital Managment, LLC | $904,897 | 29,440 | Added |
| 5 | HighTower Advisors, LLC | $871,701 | 28,361 | Added |
| 6 | Moors & Cabot, Inc. | $687,433 | 22,365 | Added |
| 7 | JANE STREET GROUP, LLC | $517,550 | 16,838 | Hold |
| 8 | One Charles Private Wealth Services, LLC | $301,991 | 9,825 | Hold |
| 9 | Aptus Capital Advisors, LLC | $106,688 | 3,471 | New |
| 10 | Manchester Capital Management LLC | $15,369 | 500 | Hold |
| 11 | Steward Partners Investment Advisory, LLC | $6,639 | 216 | Added |
| 12 | UBS Group AG | $1,906 | 62 | New |
| 13 | OSAIC HOLDINGS, INC. | $615 | 20 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31