Who owns ZTRE?
F/M 3-Year Investment Grade Corporate Bond ETF · F/m Investments
9 institutions reported holding ZTRE, worth $52.1M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of ZTRE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| F/m Investments LLC | Washington, DC | $28.3M | 559,494 | +40,266 shares |
| Lido Advisors, LLC | Los Angeles, CA | $16.5M | 325,862 | −23,807 shares |
| Crew Capital Management, Ltd | Cincinnati, OH | $2.7M | 53,044 | +9,309 shares |
| JPMorgan Chase & Co | New York, NY | $2.1M | 42,275 | −4,810 shares |
| Citadel Advisors LLC | Miami, FL | $944K | 18,687 | +2,974 shares |
| Jane Street Group, LLC | New York, NY | $520K | 10,293 | +1,401 shares |
| Crews Bank & Trust | Port Charlotte, FL | $515K | 10,200 | −1,000 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $291K | 5,759 | +1,000 shares |
| HORAN Wealth, LLC | Cincinnati, OH | $235K | 4,653 | 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 ZTRE?
9 institutional managers reported holding ZTRE in Form 13F filings for June 30, 2026, worth $52.1M in total. The largest reported position was held by F/m Investments LLC, at $28.3M.
Did institutions buy or sell ZTRE last quarter?
Reported 13F value fell 3.2% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 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 ZTRE 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.