6 institutions reported holding $1.2M of LISTED FDS TR (NVIR) in SEC 13F filings for 2026-06-30. Largest institutional holders: HORIZON KINETICS ASSET MANAGEMENT LLC ($339,760), JANE STREET GROUP, LLC ($315,796), OSAIC HOLDINGS, INC. ($300,786), Cape Investment Advisory, Inc. ($182,683), BANK OF MONTREAL /CAN/ ($27,150). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $339,760 | 8,760 | Trimmed |
| 2 | JANE STREET GROUP, LLC | $315,796 | 8,142 | Added |
| 3 | OSAIC HOLDINGS, INC. | $300,786 | 7,755 | Hold |
| 4 | Cape Investment Advisory, Inc. | $182,683 | 4,710 | New |
| 5 | BANK OF MONTREAL /CAN/ | $27,150 | 700 | Hold |
| 6 | UBS Group AG | $12,256 | 316 | New |
Source: SEC Form 13F filings · as of 2026-06-30