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

EXCHANGE LISTED FDS TR

BCIL
Institutions
12
Combined AUM (Q2 2026)
$29.4M
Combined Shares (Q2 2026)
980,323
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+193,761
9 · 5 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-18,933
2 · 1 Exit · ≈
⚖️ Net
+174,828
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$29.4M
Institutions
12
New Buys
5
Adds
4
Reduces
1
Exits
1
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Strategic Wealth Investment Group, LLC
2.2%1.72%#2$18.1M604,250$13.5M514,513+89,737+17.44%Add
Envestnet Portfolio Solutions, Inc.
0.04%0.03%#3$7.9M262,986$5.0M191,923+71,063+37.03%Add
Israel Discount Bank of New York
4.25%3.77%#1$2.3M76,589$1.7M65,406+11,183+17.10%Add
GTS SECURITIES LLC
0.01%0.01%#4$427,34914,254$379,92514,459-205-1.42%Reduce
CITADEL ADVISORS LLC
<0.01%#9$396,05313,210$00+13,210New Buy
OSAIC HOLDINGS, INC.
<0.01%#6$223,6127,458$00+7,458New Buy
WELLS FARGO & COMPANY/MN
<0.01%#11$14,541485$00+485New Buy
AE Wealth Management LLC
<0.01%#8$12,172406$00+406New Buy
UBS Group AG
<0.01%<0.01%#12$8,305277$7,173273+4+1.47%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#10$6,446215$00+215New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#7$3,238108$2,83810800.00%Unchanged
POM Investment Strategies, LLC
<0.01%<0.01%#5$2,56385$2,2358500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow