Who owns FCBD?
Frontier Asset Core Bond ETF · Frontier
13 institutions reported holding FCBD, worth $61.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FCBD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| MLG Wealth Management DBA Pine Grove Financial Group | Woodbury, MN | $20.7M | 811,266 | New position |
| JPMorgan Chase & Co | New York, NY | $20.3M | 802,086 | +10,887 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $10.1M | 399,466 | −46,252 shares |
| Frontier Asset Management, LLC | Sheridan, WY | $7.8M | 307,201 | −28,983 shares |
| Arete Wealth Advisors, LLC | Chicago, IL | $994K | 39,269 | −2,110 shares |
| Signature Estate & Investment Advisors LLC | Los Angeles, CA | $744K | 29,448 | −3,216 shares |
| CoreCap Advisors, LLC | Southfield, MI | $285K | 11,302 | −146 shares |
| Principal Securities, Inc. | Des Moines, IA | $200K | 7,930 | New position |
| Assetmark, Inc. | Concord, CA | $21K | 814 | No change |
| Rockefeller Capital Management L.P. | New York, NY | $4K | 170 | New position |
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 FCBD?
13 institutional managers reported holding FCBD in Form 13F filings for June 30, 2026, worth $61.1M in total. The largest reported position was held by MLG Wealth Management DBA Pine Grove Financial Group, at $20.7M.
Did institutions buy or sell FCBD last quarter?
Reported 13F value rose 42.4% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 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 FCBD 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.