EXCHANGE LISTED FDS TR's ticker is TDSB and the CUSIP is 30151E723. A total of 14 filers reported holding EXCHANGE LISTED FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $90,977 | – | 4,314 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Foundations Investment Advisors, LLC | 8,687,600 | $221,186,000 | 9.66% |
| GeoWealth Management, LLC | 1,172,876 | $29,896,000 | 2.46% |
| Selective Wealth Management, Inc. | 180,098 | $4,591,000 | 2.43% |
| Orion Portfolio Solutions, LLC | 29,161 | $743,000 | 0.03% |
| AE Wealth Management LLC | 11,663 | $297,000 | 0.00% |
| Regal Investment Advisors LLC | 15,589 | $0 | 0.00% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% |
| Citadel Advisors | 14,573 | $371,000 | 0.00% |