11 institutions reported holding $52.0M of EXCHANGE LISTED FDS TR (BCUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Strategic Wealth Investment Group, LLC ($36.2M), Envestnet Portfolio Solutions, Inc. ($15.2M), Israel Discount Bank of New York ($418,893), IFP Advisors, Inc ($113,259), POM Investment Strategies, LLC ($39,481). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | $36.2M | 1.1M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $15.2M | 474,902 | Added |
| 3 | Israel Discount Bank of New York | $418,893 | 13,115 | Added |
| 4 | IFP Advisors, Inc | $113,259 | 3,546 | Hold |
| 5 | POM Investment Strategies, LLC | $39,481 | 1,236 | Hold |
| 6 | Farther Finance Advisors, LLC | $19,794 | 613 | Hold |
| 7 | CoreCap Advisors, LLC | $7,666 | 240 | New |
| 8 | JPMORGAN CHASE & CO | $957 | 31 | New |
| 9 | First Command Advisory Services, Inc. | $224 | 7 | Hold |
| 10 | UBS Group AG | $64 | 2 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31