LISTED FDS TR (YFYA)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
5
Reporting holders
$749.1K
Reported value
0.0%
Held as options
+2
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Triad Wealth Partners, LLC | $407.8K | 41,830 | 0.02% | 3q | -27.5%-$154.5K |
| BEACON INVESTMENT ADVISORS LLC | $225.6K | 23,055 | 0.07% | 4q | HELD |
| OLD MISSION CAPITAL LLC | $113.0K | 11,545 | 0.00% | new | NEW |
| UBS Group AG | $2.7K | 278 | 0.00% | 3q | +33.0% |
| Coppell Advisory Solutions LLC | $1.1K | 1,953,667 | 0.00% | new | NEW |
| FMR LLC | $10 | 1 | 0.00% | new | NEW |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 5 | $749.1K | 76,709 | 2 | 1 | 1 | 0.0% |
| Q1 2026 | 3 | $790.9K | 80,942 | 0 | 1 | 1 | 0.0% |
| Q4 2025 | 5 | $24.7M | 2,499,569 | 2 | 2 | 0 | 0.0% |
| Q3 2025 | 4 | $22.5M | 2,278,858 | 1 | 2 | 0 | 0.0% |
| Q2 2025 | 5 | $21.5M | 2,172,268 | 2 | 0 | 3 | 0.0% |
| Q1 2025 | 4 | $60.7M | 2,635,744 | 4 | 0 | 0 | 0.0% |