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Who owns ZMUNWhat ZMUN owns — n/a

Who owns F/m Ultrashort Tax-Free Municipal ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of ZMUN from SEC Form 13F filings across 11 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, 11 institutions disclosed 335,204 shares of F/m Ultrashort Tax-Free Municipal ETF worth $16.8M — about 1677.9% of shares outstanding; the largest disclosed holder is F/m Investments LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

11

13F holders

$16.8M

value, 2026 filers

1677.9%

of shares outstanding (335,204 sh)

5

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 ZMUN's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1F/m Investments LLC146,443$7.3M0.4%733%+67.5%
2Crew Capital Management, Ltd52,866$2.6M1.4%264.6%+129.9%
3Central Pacific Bank - Trust Division43,075$2.2M0.2%215.6%+311.8%
4CAPTRUST FINANCIAL ADVISORS41,784$2.1M0.0%209.2%+108.9%
5BANK OF MONTREAL /CAN/15,000$751,5750.0%75.1%+146.7%
6GOLDMAN SACHS GROUP INC14,579$730,4810.0%73%-10.3%
7Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNEW5,368$268,9460.0%26.9%new
8Ausdal Financial Partners, Inc.NEW5,259$263,5220.0%26.3%new
9AFFINITY INVESTMENT ADVISORS, LLCNEW5,200$260,5720.1%26%new
10HORAN Wealth, LLCNEW5,160$258,5270.0%25.8%new
11UBS Group AGNEW470$23,5490.0%2.4%new

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.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.