Who owns F/m Compoundr High Yield Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CPHY from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 9,998 shares of F/m Compoundr High Yield Bond ETF worth $515,696 — about 25.1% of shares outstanding; the largest disclosed holder is ATX Financial Planning, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$515,696
value, 2026 filers
25.1%
of shares outstanding (9,998 sh)
0
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CPHY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ATX Financial Planning, LLC | 7,736 | $399,216 | 0.3% | 19.5% | -9.6% |
| 2 | DHJJ Financial Advisors, Ltd. | 848 | $43,762 | 0.0% | 2.1% | 0.0% |
| 3 | ROYAL BANK OF CANADA | 780 | $40,000 | 0.0% | 2% | 0.0% |
| 4 | UBS Group AG | 534 | $27,557 | 0.0% | 1.3% | +968.0% |
| 5 | Essential Partners LLC | 100 | $5,161 | 0.0% | 0.3% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.