$38.97
+0.06 (+0.15%)
Market Cap
$110.9M
Shares Outstanding
2,849,607
Institutional Holders
27
Total Inst. Value
$56.6M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
9
Closed Positions
7
Increased
11
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Fiduciary Planning LLCNew | $26.8M | 690,495 |
| 2 | ForthRight Wealth Management, LLCNew | $7.9M | 202,324 |
| 3 | RAYMOND JAMES FINANCIAL INC | $6.0M | 155,713 |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $4.3M | 109,990 |
| 5 | OSAIC HOLDINGS, INC. | $2.3M | 59,648 |
| 6 | JANE STREET GROUP, LLC | $1.6M | 41,054 |
| 7 | Private Advisor Group, LLC | $1.5M | 38,911 |
| 8 | Garden State Investment Advisory Services LLC | $1.2M | 31,994 |
| 9 | FLAGSHIP HARBOR ADVISORS, LLCNew | $1.2M | 31,299 |
| 10 | CITADEL ADVISORS LLCNew | $526K | 13,546 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Fiduciary Planning LLCNew | +690K | $26.8M |
| ForthRight Wealth Management, LLCNew | +202K | $7.9M |
| RAYMOND JAMES FINANCIAL INC | +98K | $6.0M |
| OSAIC HOLDINGS, INC. | +54K | $2.3M |
| JANE STREET GROUP, LLC | +17K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| EVERGREEN CAPITAL MANAGEMENT LLC | -24K | $4.3M |
| NewEdge Advisors, LLC | -3K | $194K |
| STIFEL FINANCIAL CORP | -3K | $336K |
| Atria Wealth Solutions, Inc. | -2K | $520 |
| Private Advisor Group, LLC | -115 | $1.5M |
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Frequently Asked Questions
How many institutional investors hold TRPA?
As of Q1 2025, 27 institutional investors report holding TRPA (Hartford AAA CLO ETF) in their 13F filings.
Which hedge fund owns the most TRPA?
The largest institutional holder of TRPA is Fiduciary Planning LLC with $26.8M in shares.
Are institutions buying or selling TRPA?
This quarter, 9 institutions opened new positions in TRPA and 7 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.