TWIN OAK SHRT HRZ ABS RTRN (TOAK) Institutional Ownership Changes & 13F Activity
TWIN OAK SHRT HRZ ABS RTRN (TOAK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Exchange Traded Concepts, Llc, Old Mission Capital Llc, Retirement Planning Co Of New England, Inc., West Michigan Advisors, Llc, and Wealth Enhancement Advisory Services, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| West Michigan Advisors, Llc | Buy | +10,442 | — | 10,442 | $301.10K | Q2 2026 | Aug 21, 2026 |
| Old Mission Capital Llc | Buy | +17,956 | +75.1% | 41,866 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +8,176 | — | 8,176 | $235.75K | Q2 2026 | Aug 14, 2026 |
| Exchange Traded Concepts, Llc | Buy | +415,000 | +40.7% | 1,435,000 | $41.38M | Q2 2026 | Aug 11, 2026 |
| Retirement Planning Co Of New England, Inc. | Sell | -14,785 | -17.4% | 70,361 | $2.03M | Q2 2026 | Jul 30, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +8,770 | +11.4% | 85,434 | $2.47M | Q2 2026 | Jul 15, 2026 |
Frequently asked questions about TOAK activity
Which institutional owners are buying TOAK?
Institutional owners buying TOAK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TOAK activity?
"Buy" means an investor increased their reported position in TOAK compared to the prior reporting period. This reflects growing exposure to TWIN OAK SHRT HRZ ABS RTRN (TOAK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TOAK increasing?
Institutional interest in TOAK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.