13F

Stock

Listed Fds Tr

Ticker not mapped · held by 3 managers

Reported value

$35.4M

Holders

3

+0 new · −0 exited

Holders’ est. mark

−$1.28M

Price effect on 3 books still in the name

Largest holder

$34.9M

Arkadios Wealth Advisors

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Arkadios Wealth Advisors1.42M$34.9M−$1.26MAdded$4.93M
Avory & Company, LLC19.5K$478.9K−$21KCut−$21K
UBS Group AG348$8.53K−$375Cut−$4.7K

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.