Who owns FGSM?
Frontier Asset Global Small Cap Equity ETF · Frontier
15 institutions reported holding FGSM, worth $76.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FGSM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| MLG Wealth Management DBA Pine Grove Financial Group | Woodbury, MN | $27.9M | 926,608 | New position |
| JPMorgan Chase & Co | New York, NY | $23.9M | 688,292 | −170,296 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $11.0M | 316,960 | −98,860 shares |
| Frontier Asset Management, LLC | Sheridan, WY | $10.8M | 311,150 | −97,153 shares |
| Signature Estate & Investment Advisors LLC | Los Angeles, CA | $1.1M | 31,664 | −10,235 shares |
| Jane Street Group, LLC | New York, NY | $365K | 10,480 | −8,937 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $337K | 9,658 | −1,098 shares |
| Urban Wealth Management, LLC | El Segundo, CA | $314K | 9,011 | −1,824 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $203K | 5,822 | −977 shares |
| CoreCap Advisors, LLC | Southfield, MI | $123K | 3,521 | −2,898 shares |
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 FGSM?
15 institutional managers reported holding FGSM in Form 13F filings for June 30, 2026, worth $76.2M in total. The largest reported position was held by MLG Wealth Management DBA Pine Grove Financial Group, at $27.9M.
Did institutions buy or sell FGSM last quarter?
Reported 13F value rose 37.3% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 3 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 FGSM 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.