MOOD Institutional Ownership & Shareholders
RELATIVE SENTIMENT TACT ALLO (MOOD) is currently held by 15 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $103.97M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ethos Financial Group, Llc is currently the largest disclosed institutional shareholder of MOOD tracked by InsiderSet, reporting ownership valued at approximately $51.49M 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 $52.66M, representing an estimated gain of +2.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed MOOD value among the investors covered in this analysis. Major shareholders include Ethos Financial Group, Llc, Arcus Capital Partners, Llc, Tactive Advisors, Llc, and several other long-term asset managers with concentrated positions in RELATIVE SENTIMENT TACT ALLO (MOOD).
This page ranks the largest institutional MOOD 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
15
Total Reported Value
$103.97M
Largest Holder
Ethos Financial Group, Llc
Largest Position
$51.49M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ethos Financial Group, Llc | 3.44% | 1,190,547 | $51,494,034 | $52,660,751 | +$1,166,717 | +2.27% | |
| Arcus Capital Partners, Llc | 16.00% | 888,326 | $38,680,042 | $39,292,791 | +$612,749 | +1.58% | |
| Tactive Advisors, Llc | 0.74% | 69,109 | $3,079,956 | $3,056,857 | -$23,099 | -0.75% | |
| Almanack Investment Partners, Llc. | 0.35% | 63,875 | $2,781,299 | $2,825,345 | +$44,046 | +1.58% | |
| Stillwater Private Wealth, Llc | 1.09% | 37,794 | $1,680,000 | $1,671,719 | -$8,281 | -0.49% | |
| Insight Wealth Strategies, Llc | 0.16% | 36,001 | $1,604,435 | $1,592,411 | -$12,024 | -0.75% | |
| Wealthcare Advisory Partners Llc | 0.03% | 35,533 | $1,583,597 | $1,571,710 | -$11,887 | -0.75% | |
| Empirical Finance, Llc | 0.05% | 26,038 | $1,133,762 | $1,151,723 | +$17,961 | +1.58% | |
| Nations Financial Group Inc | 0.03% | 13,610 | $592,615 | $602,003 | +$9,388 | +1.58% | |
| Keel Point, Llc | 0.03% | 12,370 | $538,622 | $547,155 | +$8,533 | +1.58% | |
| Empire Financial Management Company, Llc | 0.18% | 10,200 | $444,134 | $451,170 | +$7,036 | +1.58% | |
| Aqr Capital Management Llc | 0.00% | 7,520 | $327,440 | $332,628 | +$5,188 | +1.58% | |
| Morgan Stanley | 0.00% | 475 | $20,683 | $21,010 | +$327 | +1.58% | |
| Caitlin John, Llc | 0.00% | 118 | $5,138 | $5,219 | +$81 | +1.58% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 21,723 | $968 | $960,860 | +$959,892 | +99162.44% |
Frequently asked questions about MOOD
Who are the largest institutional holders of MOOD?
The largest institutional holders of MOOD reported in the latest SEC Form 13F filings include Ethos Financial Group, Llc, Arcus Capital Partners, Llc, Tactive Advisors, Llc, Almanack Investment Partners, Llc., and Stillwater Private Wealth, Llc. InsiderSet ranks institutional holders by their latest reported MOOD position.
What is MOOD institutional ownership?
This page tracks MOOD positions reported by institutional investment managers through SEC Form 13F. RELATIVE SENTIMENT TACT ALLO (MOOD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MOOD?
InsiderSet currently tracks 15 institutional managers reporting MOOD 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 MOOD shareholders.
How much MOOD stock do institutions own?
Institutional investment managers disclosed approximately $103.97M in MOOD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MOOD institutional ownership last updated?
The latest MOOD 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 MOOD 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 MOOD position after the reporting date.
Are institutions buying or selling MOOD?
Institutional buying and selling can be analyzed by comparing MOOD positions across consecutive 13F reporting periods. InsiderSet's MOOD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MOOD ownership changes.
How has MOOD institutional ownership changed over time?
InsiderSet tracks MOOD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.