20 institutions reported holding $76.1M of EXCHANGE LISTED FDS TR (TDSC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Foundations Investment Advisors, LLC ($65.7M), Signal Advisors Wealth, LLC ($3.2M), GeoWealth Management, LLC ($1.7M), AE Wealth Management LLC ($1.6M), GTS SECURITIES LLC ($1.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $65.7M | 2.4M | Trimmed |
| 2 | Signal Advisors Wealth, LLC | $3.2M | 113,640 | Added |
| 3 | GeoWealth Management, LLC | $1.7M | 62,479 | Trimmed |
| 4 | AE Wealth Management LLC | $1.6M | 57,910 | Added |
| 5 | GTS SECURITIES LLC | $1.1M | 39,646 | Added |
| 6 | Aegis Wealth Management, Inc. | $848,735 | 30,586 | Trimmed |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $829,920 | 29,908 | Added |
| 8 | Triad Wealth Partners, LLC | $402,979 | 14,543 | Trimmed |
| 9 | Mutual Advisors, LLC | $367,648 | 13,249 | Added |
| 10 | Continuum Advisory, LLC | $257,345 | 9,274 | Trimmed |
| 11 | HARBOUR INVESTMENTS, INC. | $26,050 | 939 | Added |
| 12 | Geneos Wealth Management Inc. | $23,975 | 864 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7,409 | 267 | Hold |
| 14 | Qube Research & Technologies Ltd | $3,191 | 115 | New |
| 15 | MORGAN STANLEY | $56 | 2 | Hold |
| 16 | ASSETMARK, INC | $18 | 1 | New |
| 17 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 18 | UBS Group AG | $0 | 0 | Exited |
| 19 | Corient Private Wealth LLC | $0 | 0 | Exited |
| 20 | Innovative Asset Advisors Group, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30