Who owns Formidable ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FORH from SEC Form 13F filings across 3 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, 3 institutions disclosed 740,308 shares of Formidable ETF worth $18.0M — about 90.5% of shares outstanding; the largest disclosed holder is Formidable Asset Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
3
13F holders
$18.0M
value, 2026 filers
90.5%
of shares outstanding (740,308 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 FORH's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Formidable Asset Management, LLC | 729,772 | $17.8M | 2.8% | 89.2% | -1.2% |
| 2 | OLD MISSION CAPITAL LLC | 9,800 | $241,590 | 0.0% | 1.2% | -1.6% |
| 3 | UBS Group AG | 736 | $18,144 | 0.0% | 0.1% | -5.3% |
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.