Who owns FFGX?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FFGX from SEC Form 13F filings across 10 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, 10 institutions disclosed 1.1M shares of FFGX worth $37.0M; the largest disclosed holder is Beaumont Financial Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
10
13F holders
$37.0M
value, 2026 filers
1.1M
shares disclosed
4
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 FFGX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Beaumont Financial Advisors, LLC | 896,663 | $31.2M | 2.0% | — | +29.1% |
| 2 | 46 Peaks LLC | 92,369 | $3.2M | 2.0% | — | +69.3% |
| 3 | COMMONWEALTH EQUITY SERVICES, LLCNEW | 29,339 | $1.0M | 0.0% | — | new |
| 4 | CITADEL ADVISORS LLC | 23,985 | $834,196 | 0.0% | — | -17.1% |
| 5 | Elm3 Financial Group, LLC | 14,426 | $501,721 | 0.3% | — | +1.2% |
| 6 | MERCER GLOBAL ADVISORS INC /ADVNEW | 6,054 | $210,574 | 0.0% | — | new |
| 7 | Regatta Research & Money ManagementNEW | 640 | $22,260 | 0.0% | — | new |
| 8 | UBS Group AGNEW | 300 | $10,434 | 0.0% | — | new |
| 9 | MORGAN STANLEY | 214 | $7,443 | 0.0% | — | 0.0% |
| 10 | LRI Investments, LLC | 70 | $2,435 | 0.0% | — | 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.