# LISTED FD TR (PLCY)

> Institutional ownership reported to the SEC as of Q2 2020, from Form 13F filings. Source: https://holderbook.com/stocks/PLCY/

- Reporting holders: 8
- Reported value: $894.0K
- 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 |
|---|---|---|---|---|
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $365.0K | 15,777 | 0.0% | 2 |
| [IHT Wealth Management, LLC](https://holderbook.com/funds/1697490-iht-wealth-management-llc/) | $205.0K | 8,860 | 0.0% | 1 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $138.0K | 6,071 | 0.0% | 4 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $88.0K | 3,783 | 0.0% | 6 |
| [OPTIMUM INVESTMENT ADVISORS](https://holderbook.com/funds/1037763-optimum-investment-advisors/) | $34.0K | 1,450 | 0.0% | 2 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $33.0K | 1,438 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $29.0K | 1,241 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2.0K | 70 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2020 | 8 | $894.0K |
| Q1 2020 | 6 | $716.0K |
| Q4 2019 | 3 | $86.0K |
| Q3 2019 | 6 | $746.0K |
| Q2 2019 | 6 | $1.8M |
| Q1 2019 | 4 | $325.0K |
| Q4 2018 | 2 | $245.0K |