Who owns FITZ?
Fitz-Gerald Must Have Portfolio ETF
15 institutions reported holding FITZ, worth $1.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of FITZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Harvest Investment Services, LLC | Oakbrook Terrace, IL | $871K | 35,760 | New position |
| Jane Street Group, LLC | New York, NY | $436K | 17,899 | New position |
| Sigma Planning Corp | Ann Arbor, MI | $418K | 17,145 | New position |
| Signaturefd, LLC | Atlanta, GA | $36K | 1,462 | New position |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $34K | 1,383 | New position |
| Harbour Investments, Inc. | Madison, WI | $20K | 810 | New position |
| Parallel Advisors, LLC | San Francisco, CA | $10K | 400 | New position |
| Continuum Advisory, LLC | Eagle, ID | $7K | 278 | New position |
| Bogart Wealth, LLC | Mclean, VA | $5K | 200 | New position |
| IFP Advisors, Inc | Tampa, FL | $2K | 100 | 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 FITZ?
15 institutional managers reported holding FITZ in Form 13F filings for June 30, 2026, worth $1.8M in total. The largest reported position was held by Harvest Investment Services, LLC, at $871K.
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 FITZ 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.