Who owns ZMUN?
F/m Ultrashort Tax Free Municipal ETF · F/m Investments
11 institutions reported holding ZMUN, worth $16.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ZMUN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| F/m Investments LLC | Washington, DC | $7.3M | 146,443 | +59,006 shares |
| Crew Capital Management, Ltd | Cincinnati, OH | $2.6M | 52,866 | +29,869 shares |
| Central Pacific Bank - Trust Division | Honolulu, HI | $2.2M | 43,075 | +32,615 shares |
| Captrust Financial Advisors | Raleigh, NC | $2.1M | 41,784 | +21,784 shares |
| Bank of Montreal | Toronto, Ontario, Canada | $752K | 15,000 | +8,919 shares |
| Goldman Sachs Group Inc. | New York, NY | $730K | 14,579 | −1,671 shares |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Concord, MA | $269K | 5,368 | New position |
| Ausdal Financial Partners, Inc. | Davenport, IA | $264K | 5,259 | New position |
| Affinity Investment Advisors, LLC | Newport Beach, CA | $261K | 5,200 | New position |
| HORAN Wealth, LLC | Cincinnati, OH | $259K | 5,160 | 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 ZMUN?
11 institutional managers reported holding ZMUN in Form 13F filings for June 30, 2026, worth $16.8M in total. The largest reported position was held by F/m Investments LLC, at $7.3M.
Did institutions buy or sell ZMUN last quarter?
Reported 13F value rose 82.9% 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 ZMUN 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.