Filing Research | LISTED FDS TR Institutional Holdings

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13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	IFP Advisors, Inc	Shares	816SH	$15.3K
2	Triumph Capital Management	Shares	700SH	$13.1K
3	Strategic Investment Solutions, Inc. /IL	Shares	612SH	$11.4K
4	Activest Wealth Management	Shares	500SH	$9.3K
5	AdvisorNet Financial, Inc	Shares	500SH	$9.3K
6	EverSource Wealth Advisors, LLC	Shares	320SH	$6.0K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	305SH	$5.8K
8	Spire Wealth Management	Shares	190SH	$3.5K
9	Center for Financial Planning, Inc.	Shares	175SH	$3.3K
10	Golden State Wealth Management, LLC	Shares	62SH	$1.2K
11	Abound Wealth Management	Shares	30SH	$561

Manager changes2026-06-30 vs 2026-03-31

16 / 16 loaded

#		Instrument
1	IFP Advisors, Inc trimmed	Shares	-4	+$602	$15.3K
2	Triumph Capital Management unchanged	Shares	0	+$578	$13.1K
3	Strategic Investment Solutions, Inc. /IL unchanged	Shares	0	+$506	$11.4K
4	Activest Wealth Management unchanged	Shares	0	+$413	$9.3K
5	AdvisorNet Financial, Inc unchanged	Shares	0	+$413	$9.3K
6	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$264	$6.0K
7	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$243	$5.8K
8	Spire Wealth Management unchanged	Shares	0	+$157	$3.5K
9	Center for Financial Planning, Inc. unchanged	Shares	0	+$144	$3.3K
10	Golden State Wealth Management, LLC unchanged	Shares	0	+$51	$1.2K
11	Abound Wealth Management unchanged	Shares	0	+$25	$561
12	Farther Finance Advisors, LLC exited	Shares	-1	-$18	$0
13	Portus Wealth Advisors, LLC exited	Shares	-1	-$19	$0
14	Capital Advisors, Ltd. LLC exited	Shares	-1.4K	-$25	$0
15	Sound Income Strategies, LLC exited	Shares	-100	-$1.8K	$0
16	Atlantic Edge Private Wealth Management, LLC exited	Shares	-2.3K	-$41.1K	$0

Filing Research | LISTED FDS TR Institutional Holdings