F/m Investments LLC ZTOP β€” RBB FD INC

Ownership history in F/m Investments LLC  Β·  3 quarters on record

AI Ownership Summary

F/m Investments LLC reported RBB FD INC (ZTOP) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.96% in 2026 Q1. The latest visible filing shows ZTOP at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ZTOP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was F/m Investments LLC's position in RBB FD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ZTOP was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How F/m Investments LLC held ZTOP β€” position size vs. price
% of Fund (quarterly)    ZTOP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 282,035 -89,279 -24.0% 0.96% $14.5M 2026-05-11 $51.40
2025 Q4 ADDED β€” β€” β€” 371,314 +35,370 +10.5% 0.74% $19.4M 2026-02-03 $51.05
2025 Q3 INITIATED β€” β€” β€” 335,944 β€” β€” 0.68% $17.6M 2025-11-13 $49.87

🏒 Other funds also holding ZTOP

As of 2026 Q1 β€” sorted by position size

Lido Advisors, LLC 3Y 7Y 0.02% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About F/m Investments LLC and ZTOP

These are the practical questions this page is built to answer before you even open the full history table.

How long has F/m Investments LLC reported owning ZTOP?

F/m Investments LLC reported ZTOP across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ZTOP position in F/m Investments LLC's portfolio?

The largest reported portfolio weight for ZTOP was 0.96% in 2026 Q1.

What is the latest reported ZTOP position on this page?

The most recent filing on this page is 2026 Q1, when F/m Investments LLC reported 282,035 shares, equal to 0.96% of portfolio, with an estimated market value of $14.5M.

What does the chart on this ZTOP ownership page compare?

The chart compares F/m Investments LLC's quarterly ZTOP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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