6 institutions reported holding $926,441 of LISTED FDS TR (NVIR) in SEC 13F filings for 2026-03-31. Largest institutional holders: HORIZON KINETICS ASSET MANAGEMENT LLC ($360,701), OSAIC HOLDINGS, INC. ($312,198), JANE STREET GROUP, LLC ($225,362), BANK OF MONTREAL /CAN/ ($28,180), Cape Investment Advisory, Inc. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $360,701 | 8,960 | Added |
| 2 | OSAIC HOLDINGS, INC. | $312,198 | 7,755 | Hold |
| 3 | JANE STREET GROUP, LLC | $225,362 | 5,598 | New |
| 4 | BANK OF MONTREAL /CAN/ | $28,180 | 700 | Hold |
| 5 | Cape Investment Advisory, Inc. | $0 | 0 | Exited |
| 6 | Quattro Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31