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

LISTED FDS TR

TUG
Institutions
13
Combined AUM (Q2 2026)
$19.9M
Combined Shares (Q2 2026)
421,663
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+49,773
4 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-43,449
9 · 3 Exit · ≈
⚖️ Net
+6,324
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$19.9M
Institutions
13
New Buys
1
Adds
3
Reduces
6
Exits
3
Unchanged
3
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
HARBOUR INVESTMENTS, INC.
0.06%0.06%#2$4.7M99,174$3.8M101,337-2,163-2.13%Reduce
LPL Financial LLC
<0.01%<0.01%#7$3.5M74,491$3.1M82,374-7,883-9.57%Reduce
Transamerica Financial Advisors, LLC
0.27%0.22%#1$3.2M67,251$2.6M70,303-3,052-4.34%Reduce
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#9$2.7M56,858$1.5M40,187+16,671+41.48%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#8$2.4M49,929$1.8M48,178+1,751+3.63%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#3$1.3M27,838$00+27,838New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#10$678,56014,344$402,63710,831+3,513+32.43%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#11$438,3399,266$434,16111,679-2,413-20.66%Reduce
Summit Global Investments
0.02%0.02%#4$366,5287,748$293,0007,876-128-1.63%Reduce
Geneos Wealth Management Inc.
0.01%0.01%#6$296,5396,268$232,9826,26800.00%Unchanged
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
0.01%0.02%#5$292,8666,286$236,3766,28600.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#13$102,6542,170$458,20711,683-9,513-81.43%Reduce
AE Wealth Management LLC
<0.01%<0.01%#12$1,89240$1,4874000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow