CARZ · First Trust Indxx Metaverse ETF
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.
Holders: 5
Total Value: $1,386,389
Total Shares: 24,170
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
96.3%
+24.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
9,276
Highly concentrated+3,428
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
1
Sold Out
1
Unchanged
1
Holder count:
+1
Institutional value:
-54.3%
Shares held:
-64.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +4,502 | 23,268 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | −110 | 35 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega JPMORGAN CHASE & CO | 200 | $11,472 | |
| Mega MORGAN STANLEY | 1 | $57 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 48,804 | $2,165,384 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | $1,334,652 | 96.27% | 23,268 | Shares | 2026-08-03 | |
| Large OSAIC HOLDINGS, INC. | $38,201 | 2.76% | 666 | Shares | 2026-08-14 | |
| Mega JPMORGAN CHASE & CO | $11,472 | 0.83% | 200 | Shares | 2026-08-12 | |
| Mega UBS Group AG | $2,007 | 0.14% | 35 | Shares | 2026-08-13 | |
| Mega MORGAN STANLEY | $57 | 0.00% | 1 | Shares | 2026-08-13 |