HolderBook

EXCHANGE LISTED FDS TR (AMOM)

Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.

13
Reporting holders
$13.7M
Reported value
0.0%
Held as options
+1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Prostatis Group LLC$11.5M179,1832.68%11q-22.3%-$3.3M
FOCUSED ALPHA, LLC$429.7K6,6840.11%3qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$341.1K5,3060.00%newNEW
WORLD EQUITY GROUP, INC.$306.7K4,7700.07%7q+4.0%+$11.8K
TWO SIGMA INVESTMENTS, LP$289.3K4,5000.00%newNEW
GOLDMAN SACHS GROUP INC$270.0K4,2000.00%newNEW
Cetera Investment Advisers$269.7K4,1950.00%newNEW
Farther Finance Advisors, LLC$108.2K1,6830.00%9qHELD
Global Retirement Partners, LLC$85.1K1,3240.00%10q-10.7%-$10.2K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19.3K3000.00%7qHELD
JPMORGAN CHASE & CO$13.8K2190.00%2q-30.5%-$6.0K
MORGAN STANLEY$12.9K2010.00%8qHELD
MERCER GLOBAL ADVISORS INC /ADV$2.3K350.00%newNEW
Cambridge Investment Research Advisors, Inc.$65410,1700.00%2q+134.1%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202613$13.7M212,6005130.0%
Q1 202612$12.1M257,1493350.0%
Q4 202512$7.3M150,7911220.0%
Q3 202515$10.1M209,7545430.0%
Q2 202514$8.4M184,2355420.0%
Q1 202511$5.0M131,8162420.0%
Q4 202413$10.1M223,9998210.0%
Q3 20247$8.5M199,3724300.0%
Q2 20244$5.6M136,8001210.0%
Q1 20246$4.8M123,8203120.0%
Q4 20235$4.2M125,9832200.0%
Q3 20234$884.8K30,0153100.0%
Q2 20231$346.5K11,0860010.0%
Q1 20233$842.0K29,6290120.0%
Q4 20224$921.9K35,0380120.0%
Q3 20225$1.9M81,3051210.0%
Q2 20224$980.0K40,3040300.0%
Q1 20226$935.0K31,8322120.0%
Q4 20216$1.7M47,5531120.0%
Q3 20218$1.9M53,1595000.0%
Q2 20215$481.0K13,0444000.0%
Q1 20212$255.0K7,3361010.0%
Q4 20201$65.0K2,0280100.0%
Q3 20201$32.0K8890100.0%
Q2 20201$6.0K2130100.0%
Q1 20201$5.0K2070010.0%
Q4 20191$6.0K2430000.0%
Q3 20191$6.0K2430010.0%
Q2 20191$8.0K3001000.0%