Who owns CPHY?
F/m Compoundr High Yield Bond ETF · F/m Investments
5 institutions reported holding CPHY, worth $516K, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of CPHY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| ATX Financial Planning, LLC | Austin, TX | $399K | 7,736 | −821 shares |
| DHJJ Financial Advisors, Ltd. | Naperville, IL | $44K | 848 | No change |
| Royal Bank of Canada | Toronto, Ontario, Canada | $40K | 780 | No change |
| UBS Group AG | Zurich, Switzerland | $28K | 534 | +484 shares |
| Essential Partners LLC | Rancho Santa Fe, CA | $5K | 100 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns CPHY?
5 institutional managers reported holding CPHY in Form 13F filings for June 30, 2026, worth $516K in total. The largest reported position was held by ATX Financial Planning, LLC, at $399K.
Did institutions buy or sell CPHY last quarter?
Reported 13F value fell 45.4% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CPHY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.