ZMUN F/m Ultrashort Tax-Free Municipal ETF

NASDAQ ·

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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