# LISTED FD TR (OCTZXXXX)

> Institutional ownership reported to the SEC as of Q3 2025, from Form 13F filings. Source: https://holderbook.com/stocks/OCTZXXXX/

- Reporting holders: 1
- Reported value: $54.0K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $54.0K | 1,300 | 0.0% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2025 | 1 | $54.0K |
| Q2 2025 | 24 | $24.5M |
| Q1 2025 | 26 | $21.2M |
| Q4 2024 | 20 | $8.6M |
| Q3 2024 | 8 | $1.3M |
| Q2 2024 | 9 | $1.3M |
| Q1 2024 | 8 | $1.0M |
| Q4 2023 | 8 | $730.1K |
| Q3 2023 | 4 | $66.1K |
| Q2 2023 | 5 | $992.7K |
| Q1 2023 | 6 | $2.0M |
| Q4 2022 | 8 | $1.6M |