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GHTA · Goose Hollow Tactical Allocation ETF ETF

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$31.37 -0.06 (-0.19%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $28,206,230
Total Shares: 1,090,433

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2022
Top Holder
100.0%
Dec 2021 → Mar 2023 · range 0.0% – 100.0%
+0.3 pts
Top 5
100.0%
Dec 2021 → Mar 2023 · range 0.0% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2021 → Mar 2023 · range 0.0% – 100.0%
0.0 pts
HHI
10,000
Dec 2021 → Mar 2023 · range 0 – 10,000
Highly concentrated+55

Quarterly Activity

vs Dec 31, 2022
New
0
Increased
1
Decreased
0
Sold Out
3
Unchanged
1
Holder count: -3
Institutional value: +34.6%
Shares held: +28.7%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
Belpointe Asset Management LLC +245,503 1,090,433

Top Sellers

vs Dec 31, 2022
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2022
No new positions this quarter.

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
UBS Group AG 2,045 $50,589
SOA Wealth Advisors, LLC. 165 $4,081
Global Retirement Partners, LLC 141 $3,488
Filter: New 0 Increased 1 Reduced 0 Sold out 3 Unchanged 1
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Belpointe Asset Management LLC GHTA $28,206,230 100.00% 1,090,433
PROEQUITIES, INC. GHTA $0 0.00% 0