HolderBook

LISTED FD TR (BAD)

Institutional ownership reported to the SEC as of Q3 2023, across 8 quarters.

3
Reporting holders
$8.1M
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Prime Capital Investment Advisors, LLC$7.7M630,4710.16%8qHELD
GTS SECURITIES LLC$313.5K25,6190.00%newNEW
UBS Group AG$23.7K1,9390.00%6q+380.0%+$18.8K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20233$8.1M658,0291100.0%
Q2 20233$8.2M643,0801200.0%
Q1 20232$6.6M505,1860020.0%
Q4 20222$6.4M511,0480110.0%
Q3 20222$5.7M506,9980200.0%
Q2 20222$5.2M443,8511100.0%
Q1 20222$5.9M387,4280000.0%
Q4 20213$5.9M387,7533000.0%