Pinnacle Focused Opportunities

FCUS • ARCA

Pinnacle Focused Opportunities is an exchange-traded fund on ARCA. As of Q3 2025, 10 institutional investors hold shares in this ETF, with total holdings valued at $42.1M. Pinnacle Family Advisors, LLC is the largest holder with a position valued at $20.8M.

Overview

Overview of institutional ownership in FCUS as of Q3 2025

All Institutions

Institutions: 10
Value Held: $42.1M
Shares Held: 1.3M
Avg Position: $4.2M
Median Position: $1.6M

Hedge Funds

Hedge Funds: 1
Value Held: $621.4K
Shares Held: 19.6K
Avg Position: $621.4K
Median Position: $621.4K

Biggest Investors

Institutions with the largest positions in FCUS as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Pinnacle Family Advisors, LLC Family Office	Ronald Sean Mccurry President	$20.8M 9.07% of portfolio	653.2K shares	Q1 2023 Held for 2y 8m	$228.8M
Sigma Planning Corp RIA/Wealth	Jerome Stanley Rydell CEO	$7.2M 0.21% of portfolio	227.9K shares	Q1 2024 Held for 1y 8m	$3.5B
M MAGNOLIA CAPITAL ADVISORS LLC Institution	-	$5.9M 1.55% of portfolio	185.9K shares	Q4 2023 Held for 1y 11m	$381.9M
Farther Finance Advisors, LLC RIA/Wealth	Joseph Taylor Matthews Managing Partner	$3.5M 0.05% of portfolio	110.4K shares	Q2 2024 Held for 1y 5m	$6.6B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	$2.4M 0.01% of portfolio	76.2K shares	Q2 2023 Held for 2y 5m	$33.5B
Walker Asset Management, LLC RIA/Wealth	Dennis Robin Walker CEO	$739.7K 0.42% of portfolio	23.3K shares	Q1 2023 Held for 2y 8m	$177.8M
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	$621.4K 0.00% of portfolio	19.6K shares	Q3 2025 Held for 2 months	$122.08B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$551.7K 0.00% of portfolio	17.4K shares	Q2 2024 Held for 1y 5m	$67.9B
O OLD MISSION CAPITAL LLC Institution	-	$376.6K 0.02% of portfolio	11.9K shares	Q4 2022 Held for 2y 11m	$2.4B
UBS Group AG Institution	Sergio P. Ermotti CEO	$25.6K 0.00% of portfolio	806.0 shares	Q1 2025 Held for 8 months	$511.54B

Net Capital Flow

Institutional buying and selling activity for FCUS in Q3 2025

Traded: −$2.5M
Buyers: 3
Sellers: 6
Total Bought: +$995.4K
Total Sold: −$3.5M
Avg Position: $4.2M

Biggest Buyers

Institution	Net Bought	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$621.4K +19.6K shares	$621.4K 19.6K shares
M MAGNOLIA CAPITAL ADVISORS LLC Institution	+$237.1K +7.5K shares	$5.9M 185.9K shares
Farther Finance Advisors, LLC RIA/Wealth	+$136.9K +4.3K shares	$3.5M 110.4K shares

Biggest Sellers

Institution	Net Sold	Current Position
Pinnacle Family Advisors, LLC Family Office	−$1.3M −42.4K shares	$20.8M 653.2K shares
O OLD MISSION CAPITAL LLC Institution	−$818.9K −25.8K shares	$376.6K 11.9K shares
Sigma Planning Corp RIA/Wealth	−$604.0K −19.0K shares	$7.2M 227.9K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	−$554.7K −17.5K shares	$2.4M 76.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$155.7K −4.9K shares	$551.7K 17.4K shares
UBS Group AG Institution	−$29.9K −940.0 shares	$25.6K 806.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FCUS in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 0
Exited Value: -

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
No exited positions found

Options Activity

Institutions with the largest Call and Put options positions in FCUS as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with FCUS as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Pinnacle Family Advisors, LLC Family Office	Ronald Sean Mccurry President	9.07% $20.8M	653.2K shares	Q1 2023 Held for 2y 8m	$228.8M
M MAGNOLIA CAPITAL ADVISORS LLC Institution	-	1.55% $5.9M	185.9K shares	Q4 2023 Held for 1y 11m	$381.9M
Walker Asset Management, LLC RIA/Wealth	Dennis Robin Walker CEO	0.42% $739.7K	23.3K shares	Q1 2023 Held for 2y 8m	$177.8M
Sigma Planning Corp RIA/Wealth	Jerome Stanley Rydell CEO	0.21% $7.2M	227.9K shares	Q1 2024 Held for 1y 8m	$3.5B
Farther Finance Advisors, LLC RIA/Wealth	Joseph Taylor Matthews Managing Partner	0.05% $3.5M	110.4K shares	Q2 2024 Held for 1y 5m	$6.6B
O OLD MISSION CAPITAL LLC Institution	-	0.02% $376.6K	11.9K shares	Q4 2022 Held for 2y 11m	$2.4B
Cambridge Investment Research Advisors, Inc. RIA/Wealth	Amy Lynn Webber CEO	0.01% $2.4M	76.2K shares	Q2 2023 Held for 2y 5m	$33.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	0.00% $551.7K	17.4K shares	Q2 2024 Held for 1y 5m	$67.9B
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	Kenneth Cordele Griffin CEO	0.00% $621.4K	19.6K shares	Q3 2025 Held for 2 months	$122.08B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% $25.6K	806.0 shares	Q1 2025 Held for 8 months	$511.54B

Hedge Fund Spotlight

Discover hedge funds investing in FCUS

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in Pinnacle Focused Opportunities

Market Value: $621.4K
Shares Held: 19.6K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%