Who Owns Twin Oak Short Horizon Absolute Return ETF (TOAK)?Hedge Fund & Institutional Holders
Institutional Holders
3
as of Q4 2025
Total Institutional Value
$965.2T
% of Float Held
—
QoQ Change in Holders
+3 / -1
Price History
TOAK — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | New Position | +340K | +$9.7M |
| Retirement Planning Co of New England, Inc. | New Position | +85K | +$2.4M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +49K | +$1.4M |
TOAK — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | Closed Position | -20K | -$575.3M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EXCHANGE TRADED CONCEPTS, LLC | 340,000 | $9.7M | 0.07% | Share |
| 2 | Retirement Planning Co of New England, Inc. | 85,232 | $2.4M | 0.97% | Share |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,371 | $1.4M | 0.00% | Share |
TOAK Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 3 | $13.5M | +2 |
| Q3 2025 | 1 | $575.3M | -3 |
| Q2 2025 | 4 | $13.6B | +3 |
| Q1 2025 | 1 | $5.2B | -3 |
| Q4 2024 | 4 | $1.3B | +3 |
| Q3 2024 | 1 | $0 | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 3 institutional investors hold TOAK (Twin Oak Short Horizon Absolute Return ETF). The largest holder is EXCHANGE TRADED CONCEPTS, LLC with $9.7M in shares. This quarter, 3 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own TOAK?
As of Q4 2025, 3 institutional investors report holding TOAK (Twin Oak Short Horizon Absolute Return ETF) in their 13F filings.
Who is the largest institutional holder of TOAK?
The largest institutional holder of TOAK is EXCHANGE TRADED CONCEPTS, LLC with $9.7M in shares.
Is institutional ownership of TOAK increasing or decreasing?
This quarter, 3 institutions opened new positions in TOAK and 1 closed their positions.