Who Owns LISTED FDS TR (TUGN)? -- Institutional Holders (2026-03-31)
25 institutions reported holding $15.6M of LISTED FDS TR (TUGN) in SEC 13F filings for 2026-03-31. Largest institutional holders: Q3 Asset Management ($6.6M), HBW ADVISORY SERVICES LLC ($2.5M), Fifth Third Securities, Inc. ($1.5M), Redwood Family Wealth LLC ($967,005), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($929,038). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Q3 Asset Management | $6.6M | 288,051 | Added |
| 2 | HBW ADVISORY SERVICES LLC | $2.5M | 107,200 | Added |
| 3 | Fifth Third Securities, Inc. | $1.5M | 67,113 | Added |
| 4 | Redwood Family Wealth LLC | $967,005 | 42,134 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $929,038 | 39,890 | Trimmed |
| 6 | Private Advisor Group, LLC | $674,751 | 29,400 | Trimmed |
| 7 | PFG Investments, LLC | $466,505 | 20,326 | Added |
| 8 | GTS SECURITIES LLC | $410,547 | 17,888 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $383,919 | 16,728 | New |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $371,457 | 16,185 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $247,190 | 10,771 | Added |
| 12 | LPL Financial LLC | $221,612 | 9,656 | Added |
| 13 | Transamerica Financial Advisors, LLC | $132,058 | 5,753 | Added |
| 14 | AE Wealth Management LLC | $93,639 | 4,080 | Hold |
| 15 | HARBOUR INVESTMENTS, INC. | $91,241 | 3,975 | Trimmed |
| 16 | Triumph Capital Management | $4,590 | 200 | Trimmed |
| 17 | UBS Group AG | $1,561 | 68 | New |
| 18 | WELLS FARGO & COMPANY/MN | $5 | 0 | Exited |
| 19 | Cambridge Investment Research Advisors, Inc. | $0 | 0 | Exited |
| 20 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 21 | JPMORGAN CHASE & CO | $0 | 0 | Exited |
| 22 | CWM, LLC | $0 | 0 | Exited |
| 23 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 24 | MORGAN STANLEY | $0 | 0 | Exited |
| 25 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31