F/M 2-YEAR INV G CORP B ETF (ZTWO) Institutional Ownership Changes & 13F Activity
F/M 2-YEAR INV G CORP B ETF (ZTWO). 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, Crew Capital Management, Ltd, Perspective Wealth Advisors Llc, and Planwiser Financial, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | Buy | +8,414 | — | 8,414 | $427.51K | Q4 2025 | Feb 18, 2026 |
| Creative Planning | Buy | +3,986 | — | 3,986 | $202.53K | Q4 2025 | Feb 17, 2026 |
| Perspective Wealth Advisors Llc | Buy | +38,083 | — | 38,083 | $1.93M | Q4 2025 | Feb 13, 2026 |
| Planwiser Financial, Llc | Buy | +38,083 | — | 38,083 | $1.93M | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | Buy | +10,941 | — | 10,941 | $555.91K | Q4 2025 | Feb 13, 2026 |
| Jane Street Group, Llc | Buy | +32,513 | — | 32,513 | $1.65M | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, Llc | Buy | +111,196 | — | 111,196 | $5.66M | Q4 2025 | Feb 10, 2026 |
| F/M Investments Llc | Buy | +224,349 | — | 224,349 | $11.40M | Q4 2025 | Feb 03, 2026 |
| Ubs Group Ag | Buy | +60 | — | 60 | $3.05K | Q4 2025 | Jan 29, 2026 |
| Crews Bank & Trust | Buy | +11,200 | — | 11,200 | $569.07K | Q4 2025 | Jan 21, 2026 |
| Crew Capital Management, Ltd | Buy | +42,152 | — | 42,152 | $2.14M | Q4 2025 | Jan 16, 2026 |
Frequently asked questions about ZTWO activity
Which institutional owners are buying ZTWO?
Institutional owners buying ZTWO 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 ZTWO activity?
"Buy" means an investor increased their reported position in ZTWO compared to the prior reporting period. This reflects growing exposure to F/M 2-YEAR INV G CORP B ETF (ZTWO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ZTWO increasing?
Institutional interest in ZTWO 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.