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

LISTED FDS TR

CCOR
Institutions
20
Combined AUM (Q2 2026)
$7.6M
Combined Shares (Q2 2026)
301,048
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+1,508
3 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-513,154
15 · 7 Exit · ≈
⚖️ Net
-511,646
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$7.6M
Institutions
20
New Buys
1
Adds
2
Reduces
8
Exits
7
Unchanged
9
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#4$3.5M139,263$3.8M143,859-4,596-3.19%Reduce
Focus Partners Wealth
<0.01%<0.01%#7$1.7M68,660$1.8M68,709-49-0.07%Reduce
Beacon Pointe Advisors, LLC
<0.01%<0.01%#6$718,05828,349$774,07229,691-1,342-4.52%Reduce
Hilltop Holdings Inc.
0.05%0.11%#1$642,52625,367$1.2M47,792-22,425-46.92%Reduce
OLD MISSION CAPITAL LLC
<0.01%0.01%#5$245,9469,710$752,19728,852-19,142-66.35%Reduce
WADDELL & ASSOCIATES, LLC
0.01%0.01%#2$240,3749,490$247,4139,49000.00%Unchanged
Integrated Advisors Network LLC
0.01%0.01%#3$223,6328,829$232,9968,937-108-1.21%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#15$209,9548,289$243,5549,342-1,053-11.27%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#11$29,9391,182$1,30450+1,132+2,264.00%Add
BESSEMER GROUP INC
<0.01%<0.01%#14$12,969512$13,00051200.00%Unchanged
UBS Group AG
<0.01%<0.01%#19$6,484256$78230+226+753.33%Add
Aptus Capital Advisors, LLC
<0.01%<0.01%#10$6,332250$6,51825000.00%Unchanged
TD Waterhouse Canada Inc.
<0.01%<0.01%#17$5,576219$5,67921900.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#16$5,066200$5,21420000.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#13$3,800150$00+150New Buy
Smartleaf Asset Management LLC
<0.01%<0.01%#9$3,001118$3,05611800.00%Unchanged
Private Wealth Asset Management, LLC
<0.01%<0.01%#8$2,38394$7,537289-195-67.47%Reduce
IFP Advisors, Inc
<0.01%<0.01%#12$1,57062$1,6166200.00%Unchanged
Qube Research & Technologies Ltd
<0.01%<0.01%#18$1,19047$1,2254700.00%Unchanged
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#20$231$26100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow