Formidable Fortress ETF (KONG)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a debt & leverage analysis.

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 1.01%Max: 3.02%High conviction (>1%): 1

Formidable Asset Management,

OLD MISSION CAPITAL

UBS Group AG

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.33x

22th percentile

1 buying3 selling

+1

New

-1

Closed

-40,667

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Formidable Asset Management,97.5%

OLD MISSION CAPITAL2.5%

UBS Group AG0.0%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Institutional Trends (8 Quarters)

No trend data available for this metric.

Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.33x

22th percentile

1 buying3 selling

+1

New

-1

Closed

-40,667

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Formidable Asset Management,97.5%

OLD MISSION CAPITAL2.5%

UBS Group AG0.0%

Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio0.33x

22th percentile

1 buying3 selling

+1

New

-1

Closed

-40,667

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

Formidable Asset Management,97.5%

OLD MISSION CAPITAL2.5%

UBS Group AG0.0%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2021-09

$13,217

KONG · +32%

$18,559

S&P 500 · +86%

−$5,342

behind the index

Total return (5Y)

+32%

S&P 500

+86%

vs. market

-53%

underperformed

Annualized

6.0%

mkt 13.9%

Volatility

10%

annualized

Beta

0.53

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

KONGS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

KONG (solid)S&P 500 (outline)Green = positive year, red = negative. Number = KONG's return.

Beat the market

1 / 6 yrs

17% win rate

Best year

+13%

2023

Worst year

-10%

2022

Worst drawdown

-16%

recovered in 5 qtrs

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -16%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position