6 institutions reported holding $750,234 of LISTED FDS TR (YFYA) in SEC 13F filings for 2026-06-30. Largest institutional holders: Triad Wealth Partners, LLC ($407,846), BEACON INVESTMENT ADVISORS LLC ($225,595), OLD MISSION CAPITAL LLC ($112,967), UBS Group AG ($2,720), Coppell Advisory Solutions LLC ($1,096). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | $407,846 | 41,830 | Trimmed |
| 2 | BEACON INVESTMENT ADVISORS LLC | $225,595 | 23,055 | Hold |
| 3 | OLD MISSION CAPITAL LLC | $112,967 | 11,545 | New |
| 4 | UBS Group AG | $2,720 | 278 | Added |
| 5 | Coppell Advisory Solutions LLC | $1,096 | 2.0M | New |
| 6 | FMR LLC | $10 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30