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

LISTED FDS TR

METV
Institutions
70
Combined AUM (Q2 2026)
$15.5M
Combined Shares (Q2 2026)
843,244
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+259,809
24 · 12 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-1.1M
37 · 21 Exit · ≈
⚖️ Net
-814,828
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$15.5M
Institutions
70
New Buys
12
Adds
12
Reduces
16
Exits
21
Unchanged
30
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Wealthspire Advisors, LLC
0.02%#6$2.8M152,924$00+152,924New Buy
LPL Financial LLC
<0.01%<0.01%#31$2.0M110,786$2.0M127,287-16,501-12.96%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#23$1.4M75,649$7.3M459,460-383,811-83.54%Reduce
Merit Financial Group, LLC
0.01%0.01%#12$952,18651,609$878,88055,171-3,562-6.46%Reduce
MORGAN STANLEY
<0.01%<0.01%#48$942,34551,075$996,24648,361+2,714+5.61%Add
Creative Planning
<0.01%<0.01%#28$846,24445,867$698,49743,848+2,019+4.60%Add
Evanson Financial, LLC
0.03%#3$654,17436,343$00+36,343New Buy
BANK OF AMERICA CORP /DE/
<0.01%#52$490,88126,606$00+26,606New Buy
LEAVELL INVESTMENT MANAGEMENT, INC.
0.02%0.02%#5$460,78924,975$436,33927,391-2,416-8.82%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#29$376,31020,396$404,57025,396-5,000-19.69%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#55$357,10019,355$776,41248,739-29,384-60.29%Reduce
Wealthfront Advisers LLC
<0.01%<0.01%#24$337,58018,297$292,20418,343-46-0.25%Reduce
Forum Finance Group S.A.
0.08%0.13%#2$292,06415,830$307,25819,288-3,458-17.93%Reduce
STIFEL FINANCIAL CORP
<0.01%<0.01%#35$287,11915,562$237,65814,919+643+4.31%Add
Aurora Private Wealth, Inc.
0.18%0.22%#1$278,76115,109$303,00016,109-1,000-6.21%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#44$275,09014,910$248,33315,589-679-4.36%Reduce
MML INVESTORS SERVICES, LLC
<0.01%<0.01%#27$242,90613,166$223,64314,039-873-6.22%Reduce
Itau Unibanco Holding S.A.
<0.01%#15$226,01312,250$00+12,250New Buy
Gemmer Asset Management LLC
0.01%0.55%#7$217,40412,078$7.0M12,168-90-0.74%Reduce
Cetera Investment Advisers
<0.01%<0.01%#38$207,53511,248$312,90519,643-8,395-42.74%Reduce
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#16$196,79710,666$169,40710,634+32+0.30%Add
Aaron Wealth Advisors LLC
0.01%0.01%#10$194,88710,563$168,26910,56300.00%Unchanged
Goelzer Investment Management, Inc.
0.01%#11$194,27910,530$00+10,530New Buy
REGIONS FINANCIAL CORP
<0.01%<0.01%#22$185,03510,029$159,76210,02900.00%Unchanged
INDEPENDENT INVESTORS INC
0.03%0.03%#4$159,30010,000$159,30010,00000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#33$86,8084,705$00+4,705New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#63$81,0004,407$64,0004,005+402+10.04%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#45$64,6073,502$00+3,502New Buy
FMR LLC
<0.01%<0.01%#67$63,7663,456$41,1972,586+870+33.64%Add
BANK OF MONTREAL /CAN/
<0.01%<0.01%#59$45,2582,453$39,0762,45300.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#66$43,5422,360$16,3601,027+1,333+129.80%Add
Qube Research & Technologies Ltd
<0.01%<0.01%#50$36,5681,982$2,517158+1,824+1,154.43%Add
VALLEY NATIONAL ADVISERS INC
<0.01%<0.01%#18$34,3541,862$29,0001,86200.00%Unchanged
Federation des caisses Desjardins du Quebec
<0.01%<0.01%#42$33,8021,955$54,6243,455-1,500-43.42%Reduce
Activest Wealth Management
0.01%<0.01%#14$27,5831,495$23,8151,49500.00%Unchanged
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#61$27,2231,475$23,4971,47500.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#41$24,3061,317$20,9861,31700.00%Unchanged
Beaird Harris Wealth Management, LLC
<0.01%0.05%#20$23,2741,293$723,5501,265+28+2.21%Add
Downshift Financial, LLC
0.01%#9$22,6011,225$00+1,225New Buy
Provenance Wealth Advisors, LLC
<0.01%<0.01%#19$22,1401,200$19,1161,20000.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#56$18,6341,010$16,0881,01000.00%Unchanged
Allworth Financial LP
<0.01%<0.01%#46$18,5311,004$16,0001,00400.00%Unchanged
Whipplewood Advisors, LLC
0.01%0.01%#8$18,4501,000$15,9301,00000.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#40$18,245989$3,240201+788+392.04%Add
NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#60$17,238997$12,104800+197+24.63%Add
Larson Financial Group LLC
<0.01%<0.01%#32$17,200932$14,85193200.00%Unchanged
CALDWELL SUTTER CAPITAL, INC.
0.01%0.01%#13$14,576790$12,58579000.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#58$13,192715$11,39071500.00%Unchanged
Plante Moran Financial Advisors, LLC
<0.01%<0.01%#26$11,952648$10,31964800.00%Unchanged
Evolution Advisers, Inc.
<0.01%<0.01%#17$11,070600$9,00060000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow