ZHOG F/m Opportunistic Income ETF
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Institutional owners (13F) 8 filers · $41.4M 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 (-3 vs prior Q) | 3 (+2 vs prior Q) | 4 (+1 vs prior Q) | 2 (0 vs prior Q) | +8K |
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 |
|---|---|---|---|---|
| F/m Investments LLC | $33,403,898 | 650,973 | 80.72% | Shares |
| Crew Capital Management, Ltd | $4,770,285 | 92,963 | 11.53% | Shares |
| LPL Financial LLC | $966,239 | 18,830 | 2.33% | Shares |
| Emerald Investment Advisers, LLC | $917,799 | 17,886 | 2.22% | Shares |
| H D Vest Advisory Services | $637,082 | 12,279 | 1.54% | Shares |
| HORAN Wealth, LLC | $627,708 | 12,233 | 1.52% | Shares |
| Crews Bank & Trust | $51,314 | 1,000 | 0.12% | Shares |
| UBS Group AG | $8,980 | 175 | 0.02% | Shares |