5 institutions reported holding $790,870 of LISTED FDS TR (YFYA) in SEC 13F filings for 2026-03-31. Largest institutional holders: Triad Wealth Partners, LLC ($563,560), BEACON INVESTMENT ADVISORS LLC ($225,268), UBS Group AG ($2,042), OLD MISSION CAPITAL LLC ($0), Coppell Advisory Solutions LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Triad Wealth Partners, LLC | $563,560 | 57,678 | Trimmed |
| 2 | BEACON INVESTMENT ADVISORS LLC | $225,268 | 23,055 | Hold |
| 3 | UBS Group AG | $2,042 | 209 | Added |
| 4 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 5 | Coppell Advisory Solutions LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31