VETZ Institutional Ownership & Shareholders
ACADEMY VETERAN BOND ETF-USD (VETZ) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $28.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
State Farm Mutual Automobile Insurance Co is currently the largest disclosed institutional shareholder of VETZ tracked by InsiderSet, reporting ownership valued at approximately $15.25M 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 $14.39M, representing an estimated loss of -5.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed VETZ value among the investors covered in this analysis. Major shareholders include State Farm Mutual Automobile Insurance Co, Conning Inc., Aafmaa Wealth Management & Trust Llc, and several other long-term asset managers with concentrated positions in ACADEMY VETERAN BOND ETF-USD (VETZ).
This page ranks the largest institutional VETZ 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
14
Total Reported Value
$28.92M
Largest Holder
State Farm Mutual Automobile Insurance Co
Largest Position
$15.25M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| State Farm Mutual Automobile Insurance Co | 0.01% | 771,000 | $15,254,312 | $14,394,570 | -$859,742 | -5.64% | |
| Conning Inc. | 0.15% | 250,000 | $4,946,275 | $4,667,500 | -$278,775 | -5.64% | |
| Aafmaa Wealth Management & Trust Llc | 0.82% | 118,799 | $2,350,450 | $2,217,977 | -$132,473 | -5.64% | |
| Thrivent Financial For Lutherans | 0.00% | 111,950 | $2,215,000 | $2,090,107 | -$124,893 | -5.64% | |
| Betterment Llc | 0.00% | 81,755 | $1,618,000 | $1,526,366 | -$91,634 | -5.66% | |
| Navis Wealth Advisors, Llc | 0.38% | 50,000 | $989,255 | $933,500 | -$55,755 | -5.64% | |
| Raymond James Financial Inc | 0.00% | 26,199 | $518,350 | $489,135 | -$29,215 | -5.64% | |
| Citadel Advisors Llc | 0.00% | 19,454 | $384,899 | $363,206 | -$21,693 | -5.64% | |
| Goldman Sachs Group Inc | 0.00% | 13,159 | $260,352 | $245,679 | -$14,673 | -5.64% | |
| Cresset Asset Management, Llc | 0.00% | 12,569 | $248,679 | $234,663 | -$14,016 | -5.64% | |
| First Command Advisory Services, Inc. | 0.00% | 6,250 | $123,657 | $116,688 | -$6,969 | -5.64% | |
| Morgan Stanley | 0.00% | 433 | $8,567 | $8,084 | -$483 | -5.64% | |
| Ubs Group Ag | 0.00% | 335 | $6,628 | $6,254 | -$374 | -5.64% | |
| Farther Finance Advisors, Llc | 0.00% | 28 | $524 | $523 | -$1 | -0.24% |
Frequently asked questions about VETZ
Who are the largest institutional holders of VETZ?
The largest institutional holders of VETZ reported in the latest SEC Form 13F filings include State Farm Mutual Automobile Insurance Co, Conning Inc., Aafmaa Wealth Management & Trust Llc, Thrivent Financial For Lutherans, and Betterment Llc. InsiderSet ranks institutional holders by their latest reported VETZ position.
What is VETZ institutional ownership?
This page tracks VETZ positions reported by institutional investment managers through SEC Form 13F. ACADEMY VETERAN BOND ETF-USD (VETZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own VETZ?
InsiderSet currently tracks 14 institutional managers reporting VETZ 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 VETZ shareholders.
How much VETZ stock do institutions own?
Institutional investment managers disclosed approximately $28.92M in VETZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was VETZ institutional ownership last updated?
The latest VETZ 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 VETZ 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 VETZ position after the reporting date.
Are institutions buying or selling VETZ?
Institutional buying and selling can be analyzed by comparing VETZ positions across consecutive 13F reporting periods. InsiderSet's VETZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View VETZ ownership changes.
How has VETZ institutional ownership changed over time?
InsiderSet tracks VETZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.