Who owns ZHOG?
F/m Opportunistic Income ETF · F/m Investments
7 institutions reported holding ZHOG, worth $40.7M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of ZHOG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| F/m Investments LLC | Washington, DC | $33.4M | 650,973 | +13,746 shares |
| Crew Capital Management, Ltd | Cincinnati, OH | $4.8M | 92,963 | +16,641 shares |
| LPL Financial LLC | Fort Mill, SC | $966K | 18,830 | −292 shares |
| Emerald Investment Advisers, LLC | Leola, PA | $918K | 17,886 | +1,459 shares |
| HORAN Wealth, LLC | Cincinnati, OH | $628K | 12,233 | +4,485 shares |
| Crews Bank & Trust | Port Charlotte, FL | $51K | 1,000 | No change |
| UBS Group AG | Zurich, Switzerland | $9K | 175 | −57 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 ZHOG?
7 institutional managers reported holding ZHOG in Form 13F filings for June 30, 2026, worth $40.7M in total. The largest reported position was held by F/m Investments LLC, at $33.4M.
Did institutions buy or sell ZHOG last quarter?
Reported 13F value rose 1.0% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 4 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 ZHOG 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.