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

LISTED FDS TR

YFYA
Institutions
6
Combined AUM (Q2 2026)
$750,234
Combined Shares (Q2 2026)
2.0M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+2.0M
4 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-15,848
1 · 0 Exit · ≈
⚖️ Net
+1.9M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$750,234
Institutions
6
New Buys
3
Adds
1
Reduces
1
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Triad Wealth Partners, LLC
0.02%0.04%#2$407,84641,830$563,56057,678-15,848-27.48%Reduce
BEACON INVESTMENT ADVISORS LLC
0.07%0.09%#1$225,59523,055$225,26823,05500.00%Unchanged
OLD MISSION CAPITAL LLC
<0.01%#3$112,96711,545$00+11,545New Buy
UBS Group AG
<0.01%<0.01%#5$2,720278$2,042209+69+33.01%Add
Coppell Advisory Solutions LLC
<0.01%#4$1,0962.0M$00+2.0MNew Buy
FMR LLC
<0.01%#6$101$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow