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CPHY Institutional Ownership

F/m Compoundr High Yield Bond ETF
1W: -0.8% 1M: -2.4% 3M: -2.3% YTD: -1.5% 1Y: -0.8%
$50.48
-0.03 (-0.05%)
 
Weekly Expected Move ±0.5%
$50 $50 $50 $51 $51
ETF NASDAQ · AUM $2.0M

Institutional Ownership — CPHY

6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
1
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (6 total)

# Holder Shares Value Change Change % Holding Period Filing
1 ATX Financial Planning, LLC 7,736 391K -821 -9.6% 2Q SEC ↗
2 DHJJ Financial Advisors, Ltd. 848 43K — +0.0% 3Q SEC ↗
3 ROYAL BANK OF CANADA 780 39K — +0.0% 3Q SEC ↗
4 UBS Group AG 534 27K +484 +968.0% 2Q SEC ↗
5 Essential Partners LLC 100 5K — +0.0% 4Q SEC ↗
6 JANE STREET GROUP, LLC 0 0K -8,354 -100.0% 3Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (1)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 8,354 422K
Biggest Increases (1)
HolderAddedChange %Total Shares
UBS Group AG +484 +968.0% 534
Biggest Decreases (1)
HolderReducedChange %Total Shares
ATX Financial Planning, LLC -821 -9.6% 7,736

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms