13FBOX
F/M COMPOUNDR U.S. AGGREGATE BOND ETF · 13F Institutional Holdings
Options Calculator Rankings
F

F/M COMPOUNDR U.S. AGGREGATE BOND ETF

CPAG
Institutions
18
Combined AUM (Q2 2026)
$21.8M
Combined Shares (Q2 2026)
211,061
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+139,253
13 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-13,198
3 · 2 Exit · ≈
⚖️ Net
+126,055
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$21.8M
Institutions
18
New Buys
6
Adds
7
Reduces
1
Exits
2
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Everest Private Wealth
2.49%0.45%#2$6.7M65,135$894,4998,751+56,384+644.31%Add
Stegent Equity Advisors, Inc.
3.68%#1$5.1M50,013$00+50,013New Buy
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#16$3.0M29,007$907,6868,880+20,127+226.66%Add
&PARTNERS
0.01%0.01%#13$2.7M25,252$2.6M24,959+293+1.17%Add
CALIBER WEALTH MANAGEMENT, LLC / KS
0.08%0.09%#9$797,7037,772$794,4297,77200.00%Unchanged
Golden Bell Financial Planning LLC
0.56%0.61%#3$766,9127,472$763,7647,47200.00%Unchanged
Southeast Asset Advisors, LLC
0.05%0.03%#10$513,1915,000$306,6503,000+2,000+66.67%Add
FLYNN ZITO CAPITAL MANAGEMENT, LLC
0.12%#8$438,0594,268$00+4,268New Buy
Signet Private Wealth LLC
0.33%0.37%#4$409,1153,986$386,8913,785+201+5.31%Add
Family Office Research LLC
0.14%0.12%#6$383,4563,736$282,4252,763+973+35.22%Add
ATX Financial Planning, LLC
0.22%0.22%#5$294,9982,886$294,9982,88600.00%Unchanged
Crew Capital Management, Ltd
0.14%#7$253,0032,465$00+2,465New Buy
Farther Finance Advisors, LLC
<0.01%#15$117,7261,147$00+1,147New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#18$101,000985$96,000935+50+5.35%Add
EVOLUTION WEALTH MANAGEMENT INC.
0.04%#11$71,436696$00+696New Buy
NewEdge Advisors, LLC
<0.01%#17$65,278636$00+636New Buy
DHJJ Financial Advisors, Ltd.
0.02%0.02%#12$56,965555$61,842605-50-8.26%Reduce
Essential Partners LLC
<0.01%<0.01%#14$5,13250$5,1115000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow