HolderBook

LISTED FD TR (FLDZ)

Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.

2
Reporting holders
$4.1K
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
UBS Group AG$3.2K1010.00%5q-49.5%-$3.1K
HARBOUR INVESTMENTS, INC.$939300.00%2qHELD

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
Q2 20262$4.1K1310010.0%
Q1 20262$6.7K2301000.0%
Q4 20251$5.8K2000100.0%
Q3 20251$3.0K1000000.0%
Q2 20251$2.9K1001000.0%
Q1 20252$740.9K27,1321100.0%
Q4 20242$740.0K26,8490000.0%
Q3 20242$746.5K26,8151010.0%
Q2 20241$693.0K27,1860010.0%
Q1 20241$727.3K27,6900010.0%
Q4 20231$669.1K27,8830100.0%
Q3 20231$603.7K27,4720010.0%
Q2 20231$642.3K28,5780100.0%
Q1 20231$48222,5850010.0%
Q4 20221$50523,2630100.0%
Q3 20221$466.0K22,3780100.0%
Q2 20221$406.0K19,2780100.0%
Q1 20221$445.0K18,1251000.0%