14 institutions reported holding $5.0M of FREE MARKETS ETF (FMKT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Authentikos Wealth Advisory, LLC ($2.1M), Stegent Equity Advisors, Inc. ($876,953), ZEGA Investments, LLC ($718,557), NewEdge Advisors, LLC ($645,625), Centric Wealth Management ($351,981). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | $2.1M | 95,829 | Trimmed |
| 2 | Stegent Equity Advisors, Inc. | $876,953 | 40,045 | Trimmed |
| 3 | ZEGA Investments, LLC | $718,557 | 32,812 | New |
| 4 | NewEdge Advisors, LLC | $645,625 | 29,482 | Added |
| 5 | Centric Wealth Management | $351,981 | 15,791 | Hold |
| 6 | GTS SECURITIES LLC | $237,429 | 10,842 | Trimmed |
| 7 | Main Street Group, LTD | $49,514 | 2,261 | Hold |
| 8 | BANK OF MONTREAL /CAN/ | $36,594 | 1,671 | Hold |
| 9 | JPMORGAN CHASE & CO | $10,825 | 496 | New |
| 10 | Steward Partners Investment Advisory, LLC | $438 | 20 | Hold |
| 11 | Advisory Services Network, LLC | $0 | 0 | Exited |
| 12 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |
| 13 | Osbon Capital Management LLC | $0 | 0 | Exited |
| 14 | Brookwood Investment Group LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30