F/m Investments (“F/m”), a $19 billion fixed income investment firm as of July 31, 2026, today announced that the firm is a finalist in two categories of the 2026 ThinkAdvisor Luminaries Awards.1

F/m is a finalist for Product or Service Innovation in the Asset Managers category, while CEO Alexander Morris has been named a finalist for CEO of the Year in the same category.

The recognition follows a period of significant product and structural innovation at F/m. Over the past 18 months, the firm has introduced multiple first-of-their-kind solutions designed to address persistent challenges facing financial advisors and investors. The firm’s innovations include the Compoundr Series of tax-aware fixed-income ETFs; the actively managed Accumulator Series, designed to deliver total return without recurring distributions; and the industry’s first live dual share class ETF and mutual fund structure. F/m also filed the industry’s first SEC application seeking to permit tokenized shares of a registered ETF.

“We live the principle that innovation must provide investors with real value,” said Alexander Morris, CEO of F/m Investments. “Our team thrives because of our ability to understand investors’ needs and constraints, and deliver practical, efficient products. It is an honor to serve with my colleagues and our many investors.”

Under Morris’ leadership, F/m’s innovation agenda has coincided with significant business growth. Firm-wide assets reached $19 billion, while the firm’s ETF platform surpassed $10 billion in assets. F/m’s flagship U.S. Treasury 3 Month Bill ETF (NASDAQ: TBIL) surpassed $7 billion in assets as of July 31, 2026.

The 2026 finalist designations continue F/m’s history of recognition from the ThinkAdvisor Luminaries Awards. F/m won the Product or Service Innovation award in both 2024 and 2025, while Morris was a finalist for Asset Manager CEO of the Year in 2025.

Now in its sixth year, the ThinkAdvisor Luminaries Awards recognize firms and individuals across financial services for leadership, innovation, and impact on the industry and profession. Winners will be recognized at the ThinkAdvisor Luminaries Awards ceremony on December 3, 2026, at the New York Hilton Midtown in New York City.

About F/m Investments

F/m Investments is a fixed income investment advisory firm managing approximately $19 billion across ETFs, mutual funds, and separately managed accounts as of July 31, 2026. Creator of the US Benchmark Series, the first complete suite of single-security U.S. Treasury ETFs, F/m builds products designed to achieve client objectives — precisely, transparently, and with ease. Founded in 2019, F/m is headquartered in Washington, D.C. For more information, please visit www.fminvest.com.

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 1-800-617-0004. Read the prospectus or summary prospectus carefully before investing.

Investments involve risk. Principal loss is possible. Distributed by Quasar Distributors, LLC

1) On September 1, 2026 F/m Investments and Alex Morris were each named finalists in separate categories of the ThinkAdvisor Luminaries Awards. The award criteria may not relate directly to the quality of investment advice provided. No fee was paid for consideration or selection. Award methodology is available at: https://events.thinkadvisor.com/luminaries-awards/criteria.

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