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COAL

COAL Smart Money Holdings (13F)

Range Global Coal Index ETF

+$11.0M

Net Activity

Data as of: 2026-03-31

Institutions Holding

25

Popularity Rank

#7724

Avg Weight

0.07%

Total Value

$15.4M

Ownership Trend

25 institutions currently hold COAL, with 20 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

1

Net Buying Institutions

20

Key Holders

Key Holders

Top 5 by Value

KW
Kingswood Wealth Advisors, LLC
$3.1M
LW
Lifetime Wealth Management P.C.
$1.8M
JS
Jane Street Group, LLC
$1.8M
GS
Gts Securities LLC
$1.7M
FI
FNY Investment Advisers, LLC
$1.0M

Top 5 by Conviction

LW
Lifetime Wealth Management P.C.
1.05%
FI
FNY Investment Advisers, LLC
0.45%
KW
Kingswood Wealth Advisors, LLC
0.14%
CP
Corecam Pte. Ltd.
0.10%
GS
Gts Securities LLC
0.06%
View all 25 holding institutions

Across its top 20 institutional holders, COAL's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 36/100).

Quarterly Activity

Recent Activity

+$14.5M

Total Buy Value

$1.9M

Total Sell Value

New buy16
Trim1
Add4
Sold out0

20

Net Buyers

1

Net Sellers

Smart Money Convergence

COAL does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

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AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/COAL

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

301505467

FAQ

Who are the top institutional investors holding RANGE GLOBAL COAL INDEX ETF (COAL)?
Major stakeholders currently include Kingswood Wealth Advisors, LLC ($3.1M), Lifetime Wealth Management P.C. ($1.8M), Jane Street Group, LLC ($1.8M). Based on the latest 13F filings, there are a total of 25 tracked investment funds and institutions maintaining positions in COAL.
What is the overall institutional sentiment toward COAL recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $11.0M, driven by 20 managers accumulating shares while 1 reduced their exposure.
Which institutions have been selling or reducing their COAL positions?
In the latest period, 1 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $1.9M.
Are there any notable investors adding COAL to their portfolios?
Yes, buying activity remains notable. 16 institutions opened new positions in {ticker}, and 4 existing holders added to their shares. The total reported buy value for the quarter amounted to $14.5M.

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