20 institutions reported holding $84.4M of EXCHANGE LISTED FDS TR (TDSC) in SEC 13F filings for 2026-03-31. Largest institutional holders: Foundations Investment Advisors, LLC ($65.1M), Corient Private Wealth LLC ($12.1M), GeoWealth Management, LLC ($1.7M), Signal Advisors Wealth, LLC ($1.6M), Aegis Wealth Management, Inc. ($819,707). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $65.1M | 2.5M | Trimmed |
| 2 | Corient Private Wealth LLC | $12.1M | 464,849 | Trimmed |
| 3 | GeoWealth Management, LLC | $1.7M | 63,883 | Trimmed |
| 4 | Signal Advisors Wealth, LLC | $1.6M | 62,210 | Added |
| 5 | Aegis Wealth Management, Inc. | $819,707 | 31,523 | Trimmed |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $731,198 | 28,119 | Added |
| 7 | GTS SECURITIES LLC | $675,064 | 25,960 | Trimmed |
| 8 | AE Wealth Management LLC | $547,560 | 21,057 | Trimmed |
| 9 | Triad Wealth Partners, LLC | $417,671 | 16,062 | Trimmed |
| 10 | Mutual Advisors, LLC | $327,309 | 12,587 | Added |
| 11 | Continuum Advisory, LLC | $257,359 | 9,897 | Trimmed |
| 12 | HARBOUR INVESTMENTS, INC. | $24,342 | 936 | Added |
| 13 | Geneos Wealth Management Inc. | $20,335 | 782 | Hold |
| 14 | UBS Group AG | $9,960 | 383 | New |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6,943 | 267 | Hold |
| 16 | Advisory Services Network, LLC | $5,213 | 200 | New |
| 17 | Innovative Asset Advisors Group, LLC | $2,340 | 90 | New |
| 18 | MORGAN STANLEY | $57 | 2 | Added |
| 19 | Beacon Capital Management, Inc. | $3 | 0 | Exited |
| 20 | ASSETMARK, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31