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Exchange Listed Funds Trust (TDSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Cabana LLC
NEW
Shares198,977
Change+198,977
Value$5.6M
Filed 2026-11-04
Signal Advisors Wealth, LLC
DECREASED
Shares94,474 from 113,640
Change-19,166 (-17%)
Value$2.7M (-$500.8K)
Filed 2026-10-13
Aegis Wealth Management, Inc.
DECREASED
Shares28,112 from 30,586
Change-2,474 (-8%)
Value$789.3K (-$59.4K)
Filed 2026-10-26
Triad Wealth Partners, LLC
UNCHANGED
Shares14,543 from 14,543
Change0 (0%)
Value$408.3K (+$5.4K)
Filed 2026-10-26
Geneos Wealth Management Inc.
UNCHANGED
Shares864 from 864
Change0 (0%)
Value$24.3K (+$284)
Filed 2026-11-09
Harbour Investments, Inc.
CLOSED
Shares0 from 939
Change-939 (-100%)
Value$0 (-$26.1K)
Filed 2026-11-09
Assetmark, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$18)
Filed 2026-10-21
Beacon Capital Management, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$4 (+$1)
Filed 2026-10-13
Creative Financial Designs Inc
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-11-04
Foundations Investment Advisors, LLC
N/A
Shares— from 2,369,018
Change-2,369,018 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 62,479
Change-62,479 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 57,910
Change-57,910 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 39,646
Change-39,646 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 29,908
Change-29,908 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 13,249
Change-13,249 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 9,274
Change-9,274 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 267
Change-267 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 115
Change-115 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2
Change-2 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Cabana LLC
NEW198,977—+198,977——$5.6M—2026-11-04
Signal Advisors Wealth, LLC
DECREASED94,474113,640-19,166-17%$3.2M$2.7M-$500.8K2026-10-13
Aegis Wealth Management, Inc.
DECREASED28,11230,586-2,474-8%$848.7K$789.3K-$59.4K2026-10-26
Triad Wealth Partners, LLC
UNCHANGED14,54314,54300%$403.0K$408.3K+$5.4K2026-10-26
Geneos Wealth Management Inc.
UNCHANGED86486400%$24.0K$24.3K+$2842026-11-09
Harbour Investments, Inc.
CLOSED0939-939-100%$26.1K$0-$26.1K2026-11-09
Assetmark, Inc
CLOSED01-1-100%$18$0-$182026-10-21
Beacon Capital Management, Inc.
UNCHANGED000—$3$4+$12026-10-13
Creative Financial Designs Inc
UNCHANGED000—$0$0$02026-11-04
Foundations Investment Advisors, LLC
N/A—2,369,018-2,369,018-100%$65.7M———
GeoWealth Management, LLC
N/A—62,479-62,479-100%$1.7M———
AE Wealth Management LLC
N/A—57,910-57,910-100%$1.6M———
GTS Securities LLC
N/A—39,646-39,646-100%$1.1M———
Susquehanna International Group, LLP
N/A—29,908-29,908-100%$829.9K———
Mutual Advisors, LLC
N/A—13,249-13,249-100%$367.6K———
Continuum Advisory, LLC
N/A—9,274-9,274-100%$257.3K———
Northwestern Mutual Wealth Management Co
N/A—267-267-100%$7.4K———
Qube Research & Technologies Ltd
N/A—115-115-100%$3.2K———
Morgan Stanley
N/A—2-2-100%$56———
BFC Planning, Inc.
N/A—1-1-100%$38———
Showing 20 of 20 institutions