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

LISTED FDS TR

OVM
Institutions
9
Combined AUM (Q2 2026)
$28.2M
Combined Shares (Q2 2026)
1.3M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+195,021
4 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-34,739
6 · 4 Exit · ≈
⚖️ Net
+160,282
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$28.2M
Institutions
9
New Buys
1
Adds
3
Reduces
2
Exits
4
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Bison Wealth, LLC
2.32%2.12%#1$25.4M1.2M$21.9M1.0M+153,253+15.18%Add
IFP Advisors, Inc
0.02%0.02%#4$1.1M49,135$1.1M51,515-2,380-4.62%Reduce
EVOLUTION WEALTH MANAGEMENT INC.
0.28%0.01%#3$470,67621,607$10,526491+21,116+4,300.61%Add
PMG Family Office LLC
0.41%#2$446,86720,514$00+20,514New Buy
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#5$293,72613,484$286,12113,346+138+1.03%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#7$250,92411,519$246,93911,51900.00%Unchanged
Cetera Investment Advisers
<0.01%<0.01%#6$211,2789,699$207,9279,69900.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#8$40,7301,869$40,0891,86900.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#9$311$25,2151,167-1,166-99.91%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow