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FRWD · Nomura Transformational Technologies ETF ETF

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$32.09 +0.45 (+1.42%) 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: 1
Total Value: $774,446
Total Shares: 22,952

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Mar 2026 → Jun 2026 · range 97.2% – 100.0%
+2.8 pts
Top 5
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
10,000
Mar 2026 → Jun 2026 · range 9,445 – 10,000
Highly concentrated+555

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
3
Unchanged
0
Holder count: -2
Institutional value: -98.5%
Shares held: -99.0%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 22,952 $774,446

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
LPL Financial LLC 2,188,006 $49,693,992
TRUIST FINANCIAL CORP 32,266 $732,825
ENVESTNET ASSET MANAGEMENT INC 31,566 $716,926
Filter: New 1 Increased 0 Reduced 0 Sold out 3 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC FRWD $774,446 100.00% 22,952