Who Owns F/m Opportunistic Income ETF (ZHOG)?Hedge Fund & Institutional Holders
Institutional Holders
8
as of Q4 2025
Total Institutional Value
$322304000382.2T
% of Float Held
—
QoQ Change in Holders
+4 / -1
Price History
ZHOG — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Crew Capital Management, Ltd | New Position | +74K | +$3.8M |
| HORAN Wealth, LLC | New Position | +8K | +$402K |
| Crews Bank & Trust | New Position | +1K | +$51K |
| JANE STREET GROUP, LLC | New Position | +9K | +$0 |
| BANK OF MONTREAL /CAN/ | Increased | +75K | +$-402.2M |
| F/m Investments LLC | Increased | +133K | +$-25.4B |
ZHOG — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| LPL Financial LLC | Decreased | -1K | -$1.0B |
| Cetera Investment Advisers | Decreased | -388 | -$579.9M |
| UBS Group AG | Closed Position | -191 | -$10.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | F/m Investments LLC | 620,294 | $32.2M | 1.22% | Share |
| 2 | BANK OF MONTREAL /CAN/ | 83,112 | $4.0M | 0.00% | Share |
| 3 | Crew Capital Management, Ltd | 73,564 | $3.8M | 2.41% | Share |
| 4 | HORAN Wealth, LLC | 7,748 | $402K | 0.06% | Share |
| 5 | Crews Bank & Trust | 1,000 | $51K | 0.01% | Share |
| 6 | Cetera Investment Advisers | 10,709 | $0 | 0.00% | Share |
| 7 | JANE STREET GROUP, LLC | 8,516 | $0 | 0.00% | Share |
| 8 | LPL Financial LLC | 18,737 | $0 | 0.00% | Share |
ZHOG Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 8 | $40.5M | +3 |
| Q3 2025 | 5 | $27.5B | -1 |
| Q2 2025 | 6 | $5.0B | +2 |
| Q1 2025 | 4 | $32.8B | -1 |
| Q4 2024 | 5 | $31.7B | +1 |
| Q3 2024 | 4 | $4.4T | +0 |
| Q2 2024 | 4 | $3.8T | +0 |
| Q1 2024 | 4 | $3.1T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 8 institutional investors hold ZHOG (F/m Opportunistic Income ETF). The largest holder is F/m Investments LLC with $32.2M in shares. This quarter, 4 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own ZHOG?
As of Q4 2025, 8 institutional investors report holding ZHOG (F/m Opportunistic Income ETF) in their 13F filings.
Who is the largest institutional holder of ZHOG?
The largest institutional holder of ZHOG is F/m Investments LLC with $32.2M in shares.
Is institutional ownership of ZHOG increasing or decreasing?
This quarter, 4 institutions opened new positions in ZHOG and 1 closed their positions.