TOAK institutional holders
Twin Oak Short Horizon Absolute Return ETF · 13F, 2026Q2
| Managers holding | 6 |
|---|---|
| Shares held | 1,651,279 |
| Reported value | $47.6m |
| Quarter flows | 2 new, 3 added, 1 trimmed, 0 exited |
Top 6 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | 1,435,000 | $41.4m | 0.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 85,434 | $2.5m | 0.0% |
| Retirement Planning Co of New England, Inc. | 70,361 | $2.0m | 0.7% |
| OLD MISSION CAPITAL LLC | 41,866 | $1.2m | 0.0% |
| WEST MICHIGAN ADVISORS, LLC | 10,442 | $301,095 | 0.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,176 | $235,755 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("TOAK"). TOAK price history · All 13F data