Funds holding F/m 3-Year Investment Grade Co
1 fund declares a position · 1 ETFs and 0 other funds · 1.8M $ · US74933W3951
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | F/m Opportunistic Income ETF RBB Fund, Inc. | 34,230 | 1.8M $ | 3.76 % | as of Feb 28, 2026 · Original filing |
Institutional managers
9 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| F/m Investments LLC | 519,228 | 26.3M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 349,669 | 17.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 61,203 | 3.1M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 47,085 | 2.4M $ | as of Mar 31, 2026 |
| Crew Capital Management, Ltd | 43,735 | 2.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 15,713 | 796.8K $ | as of Mar 31, 2026 |
| Crews Bank & Trust | 11,200 | 568K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 8,892 | 450.9K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 4,759 | 241.3K $ | as of Mar 31, 2026 |