CPHY F/m Compoundr High Yield Bond ETF
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Institutional owners (13F) 5 filers · $549K total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 0 (-2 vs prior Q) | 1 (+1 vs prior Q) | 1 (+1 vs prior Q) | 0 (-1 vs prior Q) | -16K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ATX Financial Planning, LLC | $432,789 | 8,557 | 78.79% | Shares |
| DHJJ Financial Advisors, Ltd. | $43,762 | 848 | 7.97% | Shares |
| ROYAL BANK OF CANADA | $40,000 | 780 | 7.28% | Shares |
| UBS Group AG | $27,557 | 534 | 5.02% | Shares |
| Essential Partners LLC | $5,161 | 100 | 0.94% | Shares |