ZMUN F/m Ultrashort Tax-Free Municipal ETF
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Institutional owners (13F) 12 filers · $16.2M 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 |
|---|---|---|---|---|
| 5 (0 vs prior Q) | 1 (+1 vs prior Q) | 5 (+4 vs prior Q) | 1 (-1 vs prior Q) | +134K |
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 | $7,337,527 | 146,443 | 45.42% | Shares |
| Crew Capital Management, Ltd | $2,648,851 | 52,866 | 16.40% | Shares |
| CAPTRUST FINANCIAL ADVISORS | $2,093,587 | 41,784 | 12.96% | Shares |
| Central Pacific Bank - Trust Division | $887,109 | 17,705 | 5.49% | Shares |
| BANK OF MONTREAL /CAN/ | $751,575 | 15,000 | 4.65% | Shares |
| GOLDMAN SACHS GROUP INC | $730,481 | 14,579 | 4.52% | Shares |
| DIVERSIFIED MANAGEMENT INC | $630,888 | 12,596 | 3.91% | Shares |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $268,946 | 5,368 | 1.66% | Shares |
| Ausdal Financial Partners, Inc. | $263,522 | 5,259 | 1.63% | Shares |
| AFFINITY INVESTMENT ADVISORS, LLC | $260,572 | 5,200 | 1.61% | Shares |
| HORAN Wealth, LLC | $258,527 | 5,160 | 1.60% | Shares |
| UBS Group AG | $23,549 | 470 | 0.15% | Shares |