NDAA · American Customer Satisfaction 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: 4
Total Value: $1,383,900
Total Shares: 18,690
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 4 13F filers · Δ vs Mar 31, 2026Top Holder
80.1%
−0.6 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,717
Highly concentrated−99
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
1
Sold Out
1
Unchanged
1
Holder count:
0
Institutional value:
+17.2%
Shares held:
+2.1%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | +212 | 518 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega FMR LLC | −30 | 1 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Small Strive Financial Group ,LLC | 14,971 | $1,108,527 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Micro Elevated Financial Group LLC | 14,762 | $952,193 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Strive Financial Group ,LLC | $1,108,527 | 80.10% | 14,971 | Shares | 2026-08-17 | |
| Mega RAYMOND JAMES FINANCIAL INC | $236,944 | 17.12% | 3,200 | Shares | 2026-08-14 | |
| Mega UBS Group AG | $38,355 | 2.77% | 518 | Shares | 2026-08-13 | |
| Mega FMR LLC | $74 | 0.01% | 1 | Shares | 2026-08-13 |