15 institutions reported holding $36.8M of EXCHANGE LISTED FDS TR (TDSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foundations Investment Advisors, LLC ($31.8M), Signal Advisors Wealth, LLC ($1.8M), AE Wealth Management LLC ($921,618), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($899,283), GeoWealth Management, LLC ($739,777). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $31.8M | 1.3M | Trimmed |
| 2 | Signal Advisors Wealth, LLC | $1.8M | 71,713 | Added |
| 3 | AE Wealth Management LLC | $921,618 | 37,551 | Added |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $899,283 | 36,641 | Added |
| 5 | GeoWealth Management, LLC | $739,777 | 30,142 | Trimmed |
| 6 | Aegis Wealth Management, Inc. | $403,583 | 16,444 | Trimmed |
| 7 | Continuum Advisory, LLC | $147,013 | 5,990 | New |
| 8 | Geneos Wealth Management Inc. | $37,060 | 1,510 | Added |
| 9 | UBS Group AG | $29,133 | 1,187 | Trimmed |
| 10 | HARBOUR INVESTMENTS, INC. | $11,093 | 452 | Hold |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2,994 | 122 | Hold |
| 12 | ASSETMARK, INC | $614 | 25 | Hold |
| 13 | Corient Private Wealth LLC | $0 | 0 | Exited |
| 14 | MORGAN STANLEY | $0 | 0 | Exited |
| 15 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30