F/M 3-Year Inv GR Corp. B ETFZTREETF
13F holders, Q1 2025 (March 31)10holders +3
3new positions
0sold out
1famous investor
$50.77avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding F/M 3-Year Inv GR Corp. B ETF (ZTRE) in their 13F filings, up 3 from Q4 2024. 3 opened new positions and 0 sold out. The largest holders were F/m Investments LLC ($147.5M), Lido Advisors, LLC ($18.5M) and Citadel Advisors ($677K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- F/M 3-Year Inv GR Corp. B ETF
- Filed as
- RBB FD INC (Q1 2025)
- CUSIP
- 74933W395
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $479K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 9,437 shares bought and 24,522 shares sold, net −15,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| F/m Investments LLC | 5.88% | Reduce -0.1% | 2,906,171 | $147.5M |
| Lido Advisors, LLC | 0.11% | Reduce -4.9% | 363,922 | $18.5M |
| Citadel Advisors | 0.00% | Reduce -13.9% | 13,329 | $677K |
| Jane Street Group, LLC | 0.00% | Reduce -12.3% | 9,720 | $494K |
| Crews Bank & Trust | 0.08% | No change | 8,925 | $453K |
| Raymond James Financial Inc. | 0.00% | New | 4,759 | $242K |
| Crew Capital Management, Ltd | 0.19% | New | 4,642 | $236K |
| Osaic Holdings, Inc. | 0.00% | No change | 75 | $4K |
| UBS Group AG | 0.00% | Reduce -63.0% | 74 | $4K |
| US Bancorp \de | 0.00% | New | 36 | $2K |
"% of holder's portfolio" is ZTRE's weight in each manager's 13F, not the share of F/M 3-Year Inv GR Corp. B ETF the manager owns.