13FBOX
LISTED FDS TR · 13F Institutional Holdings
Options Calculator Rankings
L

LISTED FDS TR

OVS
Institutions
9
Combined AUM (Q2 2026)
$21.2M
Combined Shares (Q2 2026)
592,687
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+147,924
7 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-695
2 · 2 Exit · ≈
⚖️ Net
+147,229
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.2M
Institutions
9
New Buys
4
Adds
3
Reduces
0
Exits
2
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Bison Wealth, LLC
1.55%1.48%#1$16.9M401,701$15.3M388,425+13,276+3.42%Add
Johnson & White Wealth Management, LLC
0.82%0.74%#3$2.2M51,496$1.7M47,869+3,627+7.58%Add
Lotus Technology Management, LP
0.93%#2$760,646110,076$00+110,076New Buy
OLD MISSION CAPITAL LLC
0.01%<0.01%#4$451,87610,595$257,6007,083+3,512+49.58%Add
Wealthcare Advisory Partners LLC
0.01%#5$304,8417,148$00+7,148New Buy
Arax Advisory Partners
<0.01%#7$228,7455,363$00+5,363New Buy
WELLS FARGO & COMPANY/MN
<0.01%#9$209,9234,922$00+4,922New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$50,9671,195$43,4611,19500.00%Unchanged
EVOLUTION WEALTH MANAGEMENT INC.
<0.01%0.01%#6$8,146191$6,94619100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow