ZMUN Institutional Ownership
F/m Ultrashort Tax-Free Municipal ETF
1W: +0.1%
1M: -0.8%
3M: -1.1%
YTD: -0.5%
1Y: -0.7%
$49.48
+0.04 (+0.07%)
Weekly Expected Move ±0.3%
$49
$49
$50
$50
$50
Overview
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Institutional Ownership — ZMUN
13
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
17M
Total Invested
5
New Positions
5
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (13 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | F/m Investments LLC | 146,443 | 7M | +59,006 | +67.5% | 3Q | SEC ↗ |
| 2 | Crew Capital Management, Ltd | 52,866 | 3M | +29,869 | +129.9% | 2Q | SEC ↗ |
| 3 | Central Pacific Bank - Trust Division | 43,075 | 2M | +32,615 | +311.8% | 2Q | SEC ↗ |
| 4 | CAPTRUST FINANCIAL ADVISORS | 41,784 | 2M | +21,784 | +108.9% | 2Q | SEC ↗ |
| 5 | BANK OF MONTREAL /CAN | 15,000 | 742K | +8,919 | +146.7% | 3Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 14,579 | 721K | -1,671 | -10.3% | 2Q | SEC ↗ |
| 7 | Bay Colony Advisory Group, Inc d/b/a B NEW | 5,368 | 266K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Ausdal Financial Partners, Inc. NEW | 5,259 | 260K | — | +0.0% | 1Q | SEC ↗ |
| 9 | AFFINITY INVESTMENT ADVISORS, LLC NEW | 5,200 | 257K | — | +0.0% | 1Q | SEC ↗ |
| 10 | HORAN Wealth, LLC NEW | 5,160 | 255K | — | +0.0% | 1Q | SEC ↗ |
| 11 | UBS Group AG NEW | 470 | 23K | — | +0.0% | 1Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 0 | 0K | -7,538 | -100.0% | 3Q | SEC ↗ |
| 13 | DIVERSIFIED MANAGEMENT INC | 0 | 0K | -12,596 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Bay Colony Advisory Group, Inc d/b/ | 5,368 | 266K |
| Ausdal Financial Partners, Inc. | 5,259 | 260K |
| AFFINITY INVESTMENT ADVISORS, LLC | 5,200 | 257K |
| HORAN Wealth, LLC | 5,160 | 255K |
| UBS Group AG | 470 | 23K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| DIVERSIFIED MANAGEMENT INC | 12,596 | 623K |
| JANE STREET GROUP, LLC | 7,538 | 373K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| F/m Investments LLC | +59,006 | +67.5% | 146,443 |
| Central Pacific Bank - Trust Divisi | +32,615 | +311.8% | 43,075 |
| Crew Capital Management, Ltd | +29,869 | +129.9% | 52,866 |
| CAPTRUST FINANCIAL ADVISORS | +21,784 | +108.9% | 41,784 |
| BANK OF MONTREAL /CAN | +8,919 | +146.7% | 15,000 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -1,671 | -10.3% | 14,579 |