FCUS Institutional Ownership & Shareholders
PINNACLE FOCUSED OPPORT ETF (FCUS) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $70.32M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Pinnacle Family Advisors, Llc is currently the largest disclosed institutional shareholder of FCUS tracked by InsiderSet, reporting ownership valued at approximately $22.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $18.10M, representing an estimated loss of -18.35% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% of the total disclosed FCUS value among the investors covered in this analysis. Major shareholders include Pinnacle Family Advisors, Llc, Lpl Financial Llc, Magnolia Capital Advisors Llc, and several other long-term asset managers with concentrated positions in PINNACLE FOCUSED OPPORT ETF (FCUS).
This page ranks the largest institutional FCUS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
22
Total Reported Value
$70.32M
Largest Holder
Pinnacle Family Advisors, Llc
Largest Position
$22.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Pinnacle Family Advisors, Llc | 9.30% | 494,409 | $22,167,316 | $18,099,226 | -$4,068,090 | -18.35% | |
| Lpl Financial Llc | 0.00% | 335,645 | $15,048,978 | $12,287,225 | -$2,761,753 | -18.35% | |
| Magnolia Capital Advisors Llc | 1.49% | 194,136 | $8,704,282 | $7,106,892 | -$1,597,390 | -18.35% | |
| Sigma Planning Corp | 0.21% | 189,029 | $7,994,576 | $6,919,936 | -$1,074,640 | -13.44% | |
| Farther Finance Advisors, Llc | 0.03% | 86,146 | $3,643,384 | $3,153,616 | -$489,768 | -13.44% | |
| Walker Asset Management, Llc | 0.93% | 43,607 | $1,844,267 | $1,596,356 | -$247,911 | -13.44% | |
| Goldman Sachs Group Inc | 0.00% | 34,471 | $1,545,542 | $1,261,907 | -$283,635 | -18.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 32,526 | $1,411,303 | $1,190,705 | -$220,598 | -15.63% | |
| Foundations Investment Advisors, Llc | 0.01% | 28,667 | $1,285,314 | $1,049,436 | -$235,878 | -18.35% | |
| Vista Investment Partners Ii, Llc | 0.48% | 28,199 | $1,192,592 | $1,032,303 | -$160,289 | -13.44% | |
| Slt Holdings Llc | 0.71% | 27,990 | $1,183,778 | $1,024,652 | -$159,126 | -13.44% | |
| Kovack Advisors, Inc. | 0.04% | 19,002 | $851,972 | $695,621 | -$156,351 | -18.35% | |
| Signal Advisors Wealth, Llc | 0.04% | 19,543 | $826,551 | $715,426 | -$111,125 | -13.44% | |
| Vise Technologies, Inc. | 0.00% | 13,599 | $575,141 | $497,829 | -$77,312 | -13.44% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,866 | $459,550 | $397,780 | -$61,770 | -13.44% | |
| Elm3 Financial Group, Llc | 0.27% | 9,745 | $412,155 | $356,743 | -$55,412 | -13.44% | |
| Highpoint Advisor Group Llc | 0.01% | 9,130 | $409,353 | $334,229 | -$75,124 | -18.35% | |
| Jane Street Group, Llc | 0.00% | 7,889 | $353,711 | $288,799 | -$64,912 | -18.35% | |
| Hollencrest Capital Management | 0.01% | 5,017 | $224,942 | $183,661 | -$41,281 | -18.35% | |
| Transce3Nd, Llc | 0.12% | 3,090 | $124,035 | $113,118 | -$10,917 | -8.80% | |
| Blackrock, Inc. | 0.00% | 1,208 | $54,184 | $44,222 | -$9,962 | -18.39% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 72,060 | $3,048 | $2,637,958 | +$2,634,910 | +86447.18% |
Frequently asked questions about FCUS
Who are the largest institutional holders of FCUS?
The largest institutional holders of FCUS reported in the latest SEC Form 13F filings include Pinnacle Family Advisors, Llc, Lpl Financial Llc, Magnolia Capital Advisors Llc, Sigma Planning Corp, and Farther Finance Advisors, Llc. InsiderSet ranks institutional holders by their latest reported FCUS position.
What is FCUS institutional ownership?
This page tracks FCUS positions reported by institutional investment managers through SEC Form 13F. PINNACLE FOCUSED OPPORT ETF (FCUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FCUS?
InsiderSet currently tracks 22 institutional managers reporting FCUS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FCUS shareholders.
How much FCUS stock do institutions own?
Institutional investment managers disclosed approximately $70.32M in FCUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FCUS institutional ownership last updated?
The latest FCUS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FCUS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FCUS position after the reporting date.
Are institutions buying or selling FCUS?
Institutional buying and selling can be analyzed by comparing FCUS positions across consecutive 13F reporting periods. InsiderSet's FCUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FCUS ownership changes.
How has FCUS institutional ownership changed over time?
InsiderSet tracks FCUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.