LISTED FDS TR

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BETZ·53656F789·US·etf·Unknown - Unknown

ROUNDHILL SPORTS

BETZ (LISTED FDS TR) is held by 18 institutional investors as of Q1 2026. Largest holders: BROWN BROTHERS HARRIMAN & CO ($857,506), CITADEL ADVISORS LLC ($796,623), JANE STREET GROUP, LLC ($455,746). Net institutional sentiment: Mixed.

18

Holders

Avg rating(6 Elite)

$2.8M

Total Value

33% (26)

Fund Consensus

7 buying - 14 selling

Smart Money Verdict

View all

41Weak MomentumSingle Source

Institutional (13F)41

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how BETZ's score breaks down across 4 SEC sources

Holder Quality

6

★★★★★

Elite

9

★★★★

Strong

7

★★★

Solid

4

★★

Below

0

★

Weak

Held by 18 funds

6 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (18)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BROWN BROTHERS HARRIMAN & CO	Unchanged	48,000	$857,506	0.0%	-19.27%	0
CITADEL ADVISORS LLC	New	44,592	$796,623	0.0%	+0.66%	34
JANE STREET GROUP, LLC	Decreased	25,511(-14.6%)	$455,746	0.0%	-23.02%	0
HighTower Advisors, LLC	Decreased	15,965(-0.5%)	$285,210	0.0%	+18.94%	0
LPL Financial LLC	Decreased	11,422(-16.2%)	$204,057	0.0%	-35.45%	0
MORGAN STANLEY	Increased	4,978(+12.1%)	$88,938	0.0%	+2.95%	16
OSAIC HOLDINGS, INC.	Decreased	3,498(-19.6%)	$62,499	0.0%	-23.85%	0
AE Wealth Management LLC	Unchanged	1,334	$23,828	0.0%	+0.75%	0
UBS Group AG	New	1,074	$19,187	0.0%	+0.66%	28
Rockefeller Capital Management L.P.	Decreased	450(-81.0%)	$8,043	0.0%	-23.02%	0
BANK OF MONTREAL /CAN/	Increased	287(+9.5%)	$5,127	0.0%	-9.05%	11
BlackRock, Inc.	New	241	$4,305	0.0%	+0.66%	22
FMR LLC	Decreased	131(-86.5%)	$2,337	0.0%	-15.24%	0
Qube Research & Technologies Ltd	Increased	119(+5.3%)	$2,126	0.0%	+5.95%	8
Aptus Capital Advisors, LLC	Unchanged	102	$1,822	0.0%	+1.12%	0
Federation des caisses Desjardins du Quebec	Unchanged	75	$1,312	0.0%	-36.40%	0
ROYAL BANK OF CANADA	Unchanged	73	$1,000	0.0%	+0.64%	0
Farther Finance Advisors, LLC	New	1	$18	0.0%	+0.66%	17
SIMPLEX TRADING, LLC	Exited	0(-100.0%)	$1,531	0.0%	-17.96%	0
Wealthfront Advisers LLC	Exited	0(-100.0%)	$207,555	0.0%	-19.81%	0

Showing 1-20 of 26

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer