13 institutions reported holding $12.7M of LISTED FDS TR (BCDF) in SEC 13F filings for 2026-06-30. Largest institutional holders: HORIZON KINETICS ASSET MANAGEMENT LLC ($5.4M), Advisory Services Network, LLC ($2.1M), Atlas Wealth Partners, LLC ($2.1M), EagleClaw Capital Managment, LLC ($946,432), HighTower Advisors, LLC ($845,114). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $5.4M | 179,946 | Added |
| 2 | Advisory Services Network, LLC | $2.1M | 71,003 | Added |
| 3 | Atlas Wealth Partners, LLC | $2.1M | 69,736 | Added |
| 4 | EagleClaw Capital Managment, LLC | $946,432 | 31,760 | Added |
| 5 | HighTower Advisors, LLC | $845,114 | 28,360 | Trimmed |
| 6 | Moors & Cabot, Inc. | $650,076 | 21,815 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $501,764 | 16,838 | Hold |
| 8 | One Charles Private Wealth Services, LLC | $215,897 | 7,245 | Trimmed |
| 9 | Manchester Capital Management LLC | $14,900 | 500 | Hold |
| 10 | Steward Partners Investment Advisory, LLC | $8,731 | 293 | Added |
| 11 | Aptus Capital Advisors, LLC | $0 | 0 | Exited |
| 12 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 13 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30