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FLDZ · RiverNorth Patriot ETF ETF

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$29.42 -0.05 (-0.18%) 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: $6,651
Total Shares: 230

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 2 13F filers · Δ vs Dec 31, 2025
Top Holder
87.0%
Jun 2023 → Mar 2026 · range 87.0% – 100.0%
−13.0 pts
Top 5
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2023 → Mar 2026 · range 100.0% – 100.0%
0.0 pts
HHI
7,733
Jun 2023 → Mar 2026 · range 7,733 – 10,000
Highly concentrated−2,267

Quarterly Activity

vs Dec 31, 2025
New
1
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +1
Institutional value: +15.0%
Shares held: +15.0%

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
HARBOUR INVESTMENTS, INC. 30 $867

Top Sold-Out Positions

vs Dec 31, 2025
No fully closed positions this quarter.
Filter: New 1 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
UBS Group AG FLDZ $5,784 86.96% 200
HARBOUR INVESTMENTS, INC. FLDZ $867 13.04% 30