F/M 3-YEAR INV GR CORP B ETF (ZTRE) Institutional Ownership Changes & 13F Activity
F/M 3-YEAR INV GR CORP B ETF (ZTRE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include F/M Investments Llc, Lido Advisors, Llc, Goldman Sachs Group Inc, Crew Capital Management, Ltd, and Perspective Wealth Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +4,759 | — | 4,759 | $243.90K | Q4 2025 | Feb 18, 2026 |
| Citadel Advisors Llc | Buy | +4,861 | — | 4,861 | $249.13K | Q4 2025 | Feb 17, 2026 |
| Susquehanna International Group, Llp | Buy | +3,903 | — | 3,903 | $200.03K | Q4 2025 | Feb 17, 2026 |
| Perspective Wealth Advisors Llc | Buy | +38,408 | — | 38,408 | $1.97M | Q4 2025 | Feb 13, 2026 |
| Planwiser Financial, Llc | Buy | +38,408 | — | 38,408 | $1.97M | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +3,923 | — | 3,923 | $201.05K | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, Llc | Buy | +369,252 | — | 369,252 | $18.96M | Q4 2025 | Feb 10, 2026 |
| Goldman Sachs Group Inc | Buy | +44,677 | — | 44,677 | $2.29M | Q4 2025 | Feb 10, 2026 |
| F/M Investments Llc | Buy | +549,310 | — | 549,310 | $28.14M | Q4 2025 | Feb 03, 2026 |
| Crews Bank & Trust | Buy | +11,200 | — | 11,200 | $574.00K | Q4 2025 | Jan 21, 2026 |
| Crew Capital Management, Ltd | Buy | +42,095 | — | 42,095 | $2.16M | Q4 2025 | Jan 16, 2026 |
Frequently asked questions about ZTRE activity
Which institutional owners are buying ZTRE?
Institutional owners buying ZTRE 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 ZTRE activity?
"Buy" means an investor increased their reported position in ZTRE compared to the prior reporting period. This reflects growing exposure to F/M 3-YEAR INV GR CORP B ETF (ZTRE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ZTRE increasing?
Institutional interest in ZTRE 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.