F/M OpportunisticZHOGETF
13F holders, Q1 2025 (March 31)4holders
1new positions
1sold out
$51.87avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding F/M Opportunistic Inc. (ZHOG) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were F/m Investments LLC ($30.6M), LPL Financial LLC ($1.1M) and Avantax Advisory Services, Inc. ($649K).
- Company
- F/M Opportunistic Inc.
- Filed as
- RBB FD INC (Q1 2025)
- CUSIP
- 74933W445
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $649K |
| Exits | 1 | $11K |
All 13F filers, Q4 2024 → Q1 2025: 29,794 shares bought and 10,502 shares sold, net +19,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| F/m Investments LLC | 1.22% | Add +2.1% | 590,591 | $30.6M |
| LPL Financial LLC | 0.00% | Add +28.7% | 21,850 | $1.1M |
| Avantax Advisory Services, Inc. | 0.00% | New | 12,507 | $649K |
| Jane Street Group, LLC | 0.00% | Reduce -57.4% | 7,631 | $396K |
"% of holder's portfolio" is ZHOG's weight in each manager's 13F, not the share of F/M Opportunistic Inc. the manager owns.