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ZTEN Institutional Ownership

F/M 10-Year Investment Grade Corporate Bond Etf
1W: -0.9% 1M: -3.5% 3M: -6.2% YTD: -6.9% 1Y: -7.3%
$47.31
-0.16 (-0.34%)
 
Weekly Expected Move ±1.0%
$46 $47 $47 $48 $48
ETF NASDAQ · AUM $61.8M

Institutional Ownership — ZTEN

11
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
43M
Total Invested
3
New Positions
2
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (14 total)

# Holder Shares Value Change Change % Holding Period Filing
1 F/m Investments LLC 357,654 17M -9,676 -2.6% 8Q SEC ↗
2 Lido Advisors, LLC 339,685 16M -25,054 -6.9% 10Q SEC ↗
3 Crew Capital Management, Ltd 76,967 4M +12,510 +19.4% 6Q SEC ↗
4 CITADEL ADVISORS LLC 36,196 2M -5,016 -12.2% 10Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP 24,768 1M +19,382 +359.9% 2Q SEC ↗
6 JANE STREET GROUP, LLC 17,076 808K -4,231 -19.9% 10Q SEC ↗
7 COMPASS FINANCIAL MANAGEMENT LLC NEW 1,360 64K — +0.0% 1Q SEC ↗
8 FIDUCIARY FINANCIAL ADVISORS NEW 189 9K — +0.0% 1Q SEC ↗
9 Pillar Financial Advisors, LLC NEW 14 1K — +0.0% 1Q SEC ↗
10 DEUTSCHE BANK AG 0 0K -3,863 -100.0% 1Q SEC ↗
11 HORAN Wealth, LLC 0 0K -4,896 -100.0% 2Q SEC ↗
12 BANK OF MONTREAL /CAN 0 0K -8,886 -100.0% 2Q SEC ↗
13 First Western Trust Bank 0 0K -7,500 -100.0% 6Q SEC ↗
14 UBS Group AG 0 0K -55 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
Sold Out (5)
HolderPrev SharesPrev Value
BANK OF MONTREAL /CAN 8,886 420K
First Western Trust Bank 7,500 355K
HORAN Wealth, LLC 4,896 232K
DEUTSCHE BANK AG 3,863 183K
UBS Group AG 55 3K
Biggest Increases (2)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +19,382 +359.9% 24,768
Crew Capital Management, Ltd +12,510 +19.4% 76,967
Biggest Decreases (4)
HolderReducedChange %Total Shares
Lido Advisors, LLC -25,054 -6.9% 339,685
F/m Investments LLC -9,676 -2.6% 357,654
CITADEL ADVISORS LLC -5,016 -12.2% 36,196
JANE STREET GROUP, LLC -4,231 -19.9% 17,076

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