10 institutions reported holding $11.0M of LISTED FDS TR (TUGN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fifth Third Securities, Inc. ($4.2M), HBW ADVISORY SERVICES LLC ($3.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.3M), Redwood Family Wealth LLC ($1.1M), PFG Investments, LLC ($838,126). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fifth Third Securities, Inc. | $4.2M | 147,079 | Added |
| 2 | HBW ADVISORY SERVICES LLC | $3.2M | 112,152 | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 45,090 | Added |
| 4 | Redwood Family Wealth LLC | $1.1M | 40,058 | Trimmed |
| 5 | PFG Investments, LLC | $838,126 | 29,527 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $320,950 | 11,307 | Added |
| 7 | AE Wealth Management LLC | $115,813 | 4,080 | Hold |
| 8 | Triumph Capital Management | $5,677 | 200 | Hold |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $0 | 0 | Exited |
| 10 | Private Advisor Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30