8 institutions reported holding $60.5M of EXCHANGE LISTED FDS TR (BCUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Strategic Wealth Investment Group, LLC ($38.5M), Envestnet Portfolio Solutions, Inc. ($21.2M), Israel Discount Bank of New York ($603,259), IFP Advisors, Inc ($131,358), POM Investment Strategies, LLC ($45,790). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Strategic Wealth Investment Group, LLC | $38.5M | 1.0M | Trimmed |
| 2 | Envestnet Portfolio Solutions, Inc. | $21.2M | 571,899 | Added |
| 3 | Israel Discount Bank of New York | $603,259 | 16,285 | Added |
| 4 | IFP Advisors, Inc | $131,358 | 3,546 | Hold |
| 5 | POM Investment Strategies, LLC | $45,790 | 1,236 | Hold |
| 6 | Farther Finance Advisors, LLC | $22,708 | 613 | Hold |
| 7 | AE Wealth Management LLC | $9,928 | 268 | New |
| 8 | CoreCap Advisors, LLC | $8,891 | 240 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30