Who owns ZAP
Which tracked institutional funds hold ZAP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZAP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ZAP is one-sided between 2026-Q1 and 2026-Q2: 26 added or opened and 4 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ZAP’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes ZAP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ZAP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 89 tracked filers holding ZAP, 64 increased or opened the position and 24 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ZAP between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- SCOTIA CAPITAL INC.$8M
- Lionhunter Capital Management, LLC$1M
- INDEPENDENT FINANCIAL GROUP, LLC$713K
Full exits 3
- Sterling Manor Financial, LLC$4M
- Balance Wealth, LLC$2M
- Mariner, LLC$567K
Largest adds
- LPL Financial LLC$16M
- BANK OF AMERICA CORP /DE/$9M
- Savvy Advisors, Inc.$3M
- MML INVESTORS SERVICES, LLC$3M
- Bensler, LLC$3M
- RAYMOND JAMES FINANCIAL INC$3M
Largest trims
- COMMONWEALTH EQUITY SERVICES, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,387,909 | $48M | 19.0% | 2026-Q2 |
| LPL Financial LLC added | 1,135,084 | $39M | 15.6% | 2026-Q2 |
| Bensler, LLC added | 886,781 | $31M | 12.2% | 2026-Q2 |
| Savvy Advisors, Inc. added | 400,321 | $14M | 5.5% | 2026-Q2 |
| UBS Group AG added | 388,450 | $13M | 5.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 282,717 | $10M | 3.9% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 251,000 | $9M | 3.4% | 2026-Q2 |
| SCOTIA CAPITAL INC. new | 224,024 | $8M | 3.1% | 2026-Q2 |
| Humankind Investments LLC | 200,000 | $7M | 2.7% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 194,375 | $7M | 2.7% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 132,540 | $5M | 1.8% | 2026-Q2 |
| Cetera Investment Advisers added | 123,435 | $4M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 117,442 | $4M | 1.6% | 2026-Q2 |
| First International Bank of Israel Ltd. added | 96,800 | $3M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 92,316 | $3M | 1.3% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 89,197 | $3M | 1.2% | 2026-Q2 |
| Systelligence, LLC added | 80,703 | $3M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 60,889 | $2M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 58,243 | $2M | 0.8% | 2026-Q2 |
| Midwest Financial Partners Investments, Inc. added | 57,755 | $2M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 56,387 | $2M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 56,102 | $2M | 0.8% | 2026-Q2 |
| SMITH, MOORE & CO. added | 51,825 | $2M | 0.7% | 2026-Q2 |
| Keystone Financial Group added | 50,287 | $2M | 0.7% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 40,789 | $1M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 38,318 | $1M | 0.5% | 2026-Q2 |
| Lionhunter Capital Management, LLC new | 37,000 | $1M | 0.5% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 29,977 | $1M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 28,504 | $987K | 0.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 26,762 | $926K | 0.4% | 2026-Q2 |
| RFG Advisory, LLC | 21,763 | $753K | 0.3% | 2026-Q2 |
| Trilogy Capital Inc. added | 21,221 | $734K | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 20,598 | $713K | 0.3% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 19,938 | $690K | 0.3% | 2026-Q2 |
| Retirement Planning Group, LLC added | 17,270 | $598K | 0.2% | 2026-Q2 |
| MORGAN STANLEY new | 14,400 | $498K | 0.2% | 2026-Q2 |
| APS Management Group, Inc. added | 14,128 | $489K | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 12,922 | $447K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. new | 10,750 | $372K | 0.1% | 2026-Q2 |
| Ausdal Financial Partners, Inc. new | 10,441 | $361K | 0.1% | 2026-Q2 |
| CARLSON FINANCIAL, INC. new | 9,854 | $341K | 0.1% | 2026-Q2 |
| J. Mark Nickell & Co. new | 8,870 | $307K | 0.1% | 2026-Q2 |
| Peck Wealth Management, LLC new | 8,750 | $303K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 8,645 | $299K | 0.1% | 2026-Q2 |
| World Investment Advisors new | 8,256 | $286K | 0.1% | 2026-Q2 |
| Sage Capital Management, LLC | 8,210 | $284K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 7,564 | $262K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 7,452 | $258K | 0.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC new | 7,451 | $258K | 0.1% | 2026-Q2 |
| Capital Investment Advisory Services, LLC new | 7,398 | $256K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 7,366 | $255K | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC new | 6,767 | $234K | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC trimmed | 6,688 | $231K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 6,573 | $227K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. new | 6,340 | $219K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,242 | $216K | 0.1% | 2026-Q2 |
| Kropog Financial Group, LLC new | 6,133 | $212K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC new | 6,083 | $211K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC | 5,900 | $204K | 0.1% | 2026-Q2 |
| McAdam, LLC new | 5,816 | $201K | 0.1% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 5,093 | $176K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,905 | $170K | 0.1% | 2026-Q2 |
| AMERIFLEX GROUP, INC. added | 3,478 | $120K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 2,494 | $86K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. new | 2,359 | $82K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 2,262 | $78K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 1,787 | $62K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,484 | $51K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 819 | $28K | 0.0% | 2026-Q2 |
| Murphy & Mullick Capital Management Corp added | 730 | $25K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 661 | $22K | 0.0% | 2026-Q2 |
| Princeton Global Asset Management LLC new | 640 | $22K | 0.0% | 2026-Q2 |
| Migdal Insurance & Financial Holdings Ltd. | 550 | $19K | 0.0% | 2026-Q2 |
| Markowski Investments new | 500 | $17K | 0.0% | 2026-Q2 |
| Catherine Avery Investment Management LLC new | 458 | $16K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ new | 440 | $15K | 0.0% | 2026-Q2 |
| Glass Jacobson Investment Advisors llc trimmed | 352 | $12K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 317 | $11K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 313 | $11K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 210 | $7K | 0.0% | 2026-Q2 |
| Hilton Head Capital Partners, LLC | 200 | $7K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 164 | $6K | 0.0% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 156 | $5K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 135 | $5K | 0.0% | 2026-Q2 |
| FMR LLC new | 104 | $4K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 57 | $2K | 0.0% | 2026-Q2 |
| Silver Grove Financial Group, Inc. new | 22 | $761 | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 13 | $448 | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. new | 10 | $346 | 0.0% | 2026-Q2 |
| Sterling Manor Financial, LLC new | 135,793 | $4M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Balance Wealth, LLC trimmed | 66,008 | $2M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 17,629 | $567K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 8,049 | $262K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 7,900 | $254K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 7,469 | $240K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HAZLETT, BURT & WATSON, INC. | 1,740 | $57K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 250 | $8K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ascentis Independent Advisors new | 168 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Aptus Capital Advisors, LLC new | 162 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC added | 49,267 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.