ZMUN Institutional Ownership & Shareholders
F/M ULSH TX-FR MNCPL ETF-USD (ZMUN) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $17.68M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
F/M Investments Llc is currently the largest disclosed institutional shareholder of ZMUN tracked by InsiderSet, reporting ownership valued at approximately $7.34M 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 $7.30M, representing an estimated loss of -0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed ZMUN value among the investors covered in this analysis. Major shareholders include F/M Investments Llc, Central Pacific Bank - Trust Division, Crew Capital Management, Ltd, and several other long-term asset managers with concentrated positions in F/M ULSH TX-FR MNCPL ETF-USD (ZMUN).
This page ranks the largest institutional ZMUN 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
12
Total Reported Value
$17.68M
Largest Holder
F/M Investments Llc
Largest Position
$7.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| F/M Investments Llc | 0.37% | 146,443 | $7,337,527 | $7,301,648 | -$35,879 | -0.49% | |
| Central Pacific Bank - Trust Division | 0.30% | 57,875 | $2,856,710 | $2,885,648 | +$28,938 | +1.01% | |
| Crew Capital Management, Ltd | 1.37% | 52,562 | $2,594,462 | $2,620,741 | +$26,279 | +1.01% | |
| Captrust Financial Advisors | 0.00% | 41,784 | $2,093,587 | $2,083,350 | -$10,237 | -0.49% | |
| Bank Of Montreal | 0.00% | 15,000 | $751,575 | $747,900 | -$3,675 | -0.49% | |
| Goldman Sachs Group Inc | 0.00% | 14,579 | $730,481 | $726,909 | -$3,572 | -0.49% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.03% | 5,368 | $268,946 | $267,648 | -$1,298 | -0.48% | |
| Ausdal Financial Partners, Inc. | 0.01% | 5,259 | $263,522 | $262,214 | -$1,308 | -0.50% | |
| Affinity Investment Advisors, Llc | 0.13% | 5,200 | $260,572 | $259,272 | -$1,300 | -0.50% | |
| Horan Wealth, Llc | 0.03% | 5,160 | $258,527 | $257,278 | -$1,249 | -0.48% | |
| Traphagen Investment Advisors Llc | 0.02% | 4,772 | $235,567 | $237,932 | +$2,365 | +1.00% | |
| Ubs Group Ag | 0.00% | 470 | $23,549 | $23,434 | -$115 | -0.49% |
Frequently asked questions about ZMUN
Who are the largest institutional holders of ZMUN?
The largest institutional holders of ZMUN reported in the latest SEC Form 13F filings include F/M Investments Llc, Central Pacific Bank - Trust Division, Crew Capital Management, Ltd, Captrust Financial Advisors, and Bank Of Montreal. InsiderSet ranks institutional holders by their latest reported ZMUN position.
What is ZMUN institutional ownership?
This page tracks ZMUN positions reported by institutional investment managers through SEC Form 13F. F/M ULSH TX-FR MNCPL ETF-USD (ZMUN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZMUN?
InsiderSet currently tracks 12 institutional managers reporting ZMUN 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 ZMUN shareholders.
How much ZMUN stock do institutions own?
Institutional investment managers disclosed approximately $17.68M in ZMUN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZMUN institutional ownership last updated?
The latest ZMUN 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 ZMUN 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 ZMUN position after the reporting date.
Are institutions buying or selling ZMUN?
Institutional buying and selling can be analyzed by comparing ZMUN positions across consecutive 13F reporting periods. InsiderSet's ZMUN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZMUN ownership changes.
How has ZMUN institutional ownership changed over time?
InsiderSet tracks ZMUN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.