ZHOG Institutional Ownership
F/m Opportunistic Income ETF
1W: -0.5%
1M: -1.8%
3M: -2.9%
YTD: -3.4%
$49.90
-0.01 (-0.01%)
Weekly Expected Move ±0.5%
$49
$50
$50
$50
$50
Overview
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Institutional Ownership — ZHOG
11
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
41M
Total Invested
0
New Positions
4
Increased
6
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (12 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | F/m Investments LLC | 650,973 | 32M | +13,746 | +2.2% | 9Q | SEC ↗ |
| 2 | Crew Capital Management, Ltd | 92,963 | 5M | +16,641 | +21.8% | 5Q | SEC ↗ |
| 3 | LPL Financial LLC | 18,830 | 940K | -292 | -1.5% | 7Q | SEC ↗ |
| 4 | Emerald Investment Advisers, LLC | 17,886 | 893K | +1,459 | +8.9% | 2Q | SEC ↗ |
| 5 | HORAN Wealth, LLC | 12,233 | 610K | +4,485 | +57.9% | 3Q | SEC ↗ |
| 6 | Crews Bank & Trust | 1,000 | 50K | — | +0.0% | 5Q | SEC ↗ |
| 7 | UBS Group AG | 175 | 9K | -57 | -24.6% | 2Q | SEC ↗ |
| 8 | Western Wealth Management, LLC | 0 | 0K | -194 | -100.0% | 1Q | SEC ↗ |
| 9 | BANK OF MONTREAL /CAN | 0 | 0K | -20,047 | -100.0% | 4Q | SEC ↗ |
| 10 | JANE STREET GROUP, LLC | 0 | 0K | -7,321 | -100.0% | 2Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 0 | 0K | -400 | -100.0% | 1Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 0 | 0K | -10,709 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BANK OF MONTREAL /CAN | 20,047 | 1M |
| Cetera Investment Advisers | 10,709 | 534K |
| JANE STREET GROUP, LLC | 7,321 | 365K |
| OSAIC HOLDINGS, INC. | 400 | 20K |
| Western Wealth Management, LLC | 194 | 10K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Crew Capital Management, Ltd | +16,641 | +21.8% | 92,963 |
| F/m Investments LLC | +13,746 | +2.2% | 650,973 |
| HORAN Wealth, LLC | +4,485 | +57.9% | 12,233 |
| Emerald Investment Advisers, LLC | +1,459 | +8.9% | 17,886 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -292 | -1.5% | 18,830 |
| UBS Group AG | -57 | -24.6% | 175 |