Who Owns Honeytree U.S. Equity ETF (BEEZ)?Hedge Fund & Institutional Holders

$33.08-0.10 (-0.29%)Financial ServicesNASDAQ

Institutional Holders

6

as of Q4 2025

Total Institutional Value

$2000000300.0T

% of Float Held

QoQ Change in Holders

+1 / -0

Price History

$27.11$28.92$30.72$32.53$34.33Sep 24Jun 25Mar 26

BEEZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
RAELIPSKIE PARTNERSHIPNew Position+100+$3.0M
JOURNEY STRATEGIC WEALTH LLCIncreased+3K+$-245.8M

BEEZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
GTS SECURITIES LLCDecreased-101-$495.7M
UBS Group AGDecreased-96-$4.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1JOURNEY STRATEGIC WEALTH LLC70,716$2.0B0.05%Share
2UBS Group AG925$30.0M0.00%Share
3RAELIPSKIE PARTNERSHIP100$3.0M0.00%Share
4GTS SECURITIES LLC14,739$00.00%Share
5ROYAL BANK OF CANADA9,650$00.00%Share
6CIBC WORLD MARKET INC.20,710$00.00%Share

BEEZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20256$2.0B+1
Q3 20255$3.8B-2
Q2 20257$3.6B+2
Q1 20255$3.1B-2
Q4 20247$3.2B+0
Q3 20247$390.8B+2
Q2 20245$1.9B+0
Q1 20245$1.1B

Similar Stocks by Institutional Ownership

As of Q4 2025, 6 institutional investors hold BEEZ (Honeytree U.S. Equity ETF). The largest holder is JOURNEY STRATEGIC WEALTH LLC with $2.0B in shares. This quarter, 1 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own BEEZ?

As of Q4 2025, 6 institutional investors report holding BEEZ (Honeytree U.S. Equity ETF) in their 13F filings.

Who is the largest institutional holder of BEEZ?

The largest institutional holder of BEEZ is JOURNEY STRATEGIC WEALTH LLC with $2.0B in shares.

Is institutional ownership of BEEZ increasing or decreasing?

This quarter, 1 institutions opened new positions in BEEZ and 0 closed their positions.