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F/m Emerald Special Situations ETF (SPIT) is an ETF managed by Independent / Boutique. Its largest position is Credo Technology Group Holding Ltd (CRDO), representing 6.44% of fund assets.

F/m Emerald Special Situations ETF Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
SPIT
Type:
ETF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Apr 30, 2026
Filing Date:
Jun 29, 2026
Showing 50 out of 50 holdings
Holding Weight Market Value Shares
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Credo Technology Group Holding Ltd
6.44% $1,844,331.99 10,599
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TETRA TECHNOLOGIES INC
4.41% $1,263,199.28 132,689
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Bloom Energy Corp
3.81% $1,091,219.36 3,851
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Solaris Energy Infrastructure, Inc.
3.44% $983,327.28 13,317
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AMERICAN SUPERCONDUCTOR CORP /DE/
3.27% $935,879.20 17,480
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Cardinal Infrastructure Group Inc.
3.14% $898,434.26 16,942
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NEKTAR THERAPEUTICS
3.11% $889,093.20 10,455
-
AMAZON COM INC
3.02% $863,035.36 3,256
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Guardant Health, Inc.
2.95% $844,414.76 9,697
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Excelerate Energy, Inc.
2.83% $810,273.30 23,217
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MODINE MANUFACTURING CO
2.78% $796,737.27 3,129
-
Arlo Technologies, Inc.
2.53% $724,951.90 51,598
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F/M ULTRASHORT TREASURY INFLAT
2.52% $720,734.09 14,373
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LivaNova PLC
2.43% $694,936.30 11,563
-
MASTEC INC
2.40% $685,647.00 1,740
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Broadcom Inc.
2.29% $656,617.39 1,573
-
Lumentum Holdings Inc.
2.22% $635,233.28 704
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BIOGEN INC.
2.11% $602,856.80 3,185
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Travere Therapeutics, Inc.
2.06% $590,648.76 14,023
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TAKE TWO INTERACTIVE SOFTWARE INC
2.05% $585,916.16 2,741
-
KALVISTA PHARMACEUTICALS INC
1.89% $540,931.40 20,290
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BWX Technologies, Inc.
1.88% $538,594.71 2,489
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GOLAR LNG LTD
1.80% $515,531.25 9,375
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Skyward Specialty Insurance Group, Inc.
1.72% $492,223.50 10,830
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Palomar Holdings, Inc.
1.72% $491,030.02 4,079
-
indie Semiconductor, Inc.
1.69% $482,367.05 106,955
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KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
1.65% $473,190.25 7,505
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CORCEPT THERAPEUTICS INC
1.65% $472,782.76 10,163
-
MP Materials Corp. / DE
1.64% $470,204.80 7,120
-
TransMedics Group, Inc.
1.59% $453,655.79 4,501
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MERCURY SYSTEMS INC
1.55% $442,448.37 5,607
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COMMVAULT SYSTEMS INC
1.50% $429,732.48 4,346
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InterDigital, Inc.
1.45% $414,590.88 1,398
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NLIGHT, INC.
1.44% $410,997.40 5,884
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STARBUCKS CORP
1.43% $410,471.01 3,897
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Freshpet, Inc.
1.38% $394,442.52 5,854
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MATTHEWS INTERNATIONAL CORP
1.38% $393,909.08 13,802
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BridgeBio Pharma, Inc.
1.37% $393,024.97 5,527
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FAIR ISAAC CORP
1.34% $382,325.00 373
-
MongoDB, Inc.
1.31% $374,990.85 1,495
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BOEING CO
1.29% $368,051.21 1,607
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Unity Software Inc.
1.15% $328,955.42 12,451
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AXCELIS TECHNOLOGIES INC
1.15% $328,856.04 2,364
-
FTAI Aviation Ltd.
1.14% $326,568.36 1,308
-
Karman Holdings Inc.
1.06% $304,006.56 4,472
-
INSMED Inc
1.06% $303,743.24 2,228
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AeroVironment Inc
0.94% $267,957.48 1,374
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PIXELWORKS, INC
0.77% $220,782.80 38,066
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Sable Offshore Corp.
0.27% $78,365.35 5,461
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U.S. BANK MONEY MARKET DEPOSIT ACCOUNT
0.00% $471.77 472
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