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Institutional Ownership · SEC Form 13F

Who owns ZAUG


Which tracked institutional funds hold ZAUG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZAUG company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

74
Institutional holders
2M
Shares held (tracked funds)

How the tape is positioned

4 tracked funds added or opened ZAUG while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

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

ZAUG’s largest tracked holder by dollar value, HighTower Advisors, LLC, 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 ZAUG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in ZAUG 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 2025-Q4 and 2026-Q1, across 74 tracked filers holding ZAUG, 20 increased or opened the position and 31 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 ZAUG between the 2025-Q4 and 2026-Q1 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 2

  • CANANDAIGUA NATIONAL CORP$4M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M

Full exits 4

  • Legacy CG, LLC$8M
  • CANANDAIGUA NATIONAL BANK & TRUST CO$4M
  • AXXCESS WEALTH MANAGEMENT, LLC$1M
  • Forthright Family Wealth Advisory LLC$534K

Largest adds

  • AE Wealth Management LLC$2M
  • OLD MISSION CAPITAL LLC$766K

Largest trims

  • Integrity Advisory Solutions, LLC$2M
  • Archer Investment Corp$1M
  • RAYMOND JAMES FINANCIAL INC$1M
  • Farther Finance Advisors, LLC$719K
  • HighTower Advisors, LLC$500K
  • HARBOUR INVESTMENTS, INC.$289K

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).

FundSharesReported value% of valueQuarter
HighTower Advisors, LLC trimmed331,774$9M10.6%2026-Q1
Archer Investment Corp trimmed258,920$7M8.3%2026-Q1
CANANDAIGUA NATIONAL CORP new142,234$4M4.5%2026-Q1
TRUIST FINANCIAL CORP134,764$4M4.3%2026-Q1
AE Wealth Management LLC added125,520$3M4.0%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed120,497$3M3.8%2026-Q1
Kestra Advisory Services, LLC trimmed104,285$3M3.3%2026-Q1
Cetera Investment Advisers64,538$2M2.1%2026-Q1
Strategic Blueprint, LLC trimmed59,992$2M1.9%2026-Q1
CENTAURUS FINANCIAL, INC.49,151$1M1.6%2026-Q1
AssuredPartners Investment Advisors, LLC trimmed48,285$1M1.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed46,109$1M1.5%2026-Q1
OLD MISSION CAPITAL LLC added41,695$1M1.3%2026-Q1
Brookstone Capital Management trimmed41,167$1M1.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added38,094$1M1.2%2026-Q1
KFG WEALTH MANAGEMENT, LLC36,676$977K1.2%2026-Q1
Ausdal Financial Partners, Inc. trimmed36,241$965K1.2%2026-Q1
Lineweaver Wealth Advisors, LLC34,071$907K1.1%2026-Q1
Cypress Wealth Services, LLC29,725$791K0.9%2026-Q1
Advisory Services Network, LLC trimmed27,281$726K0.9%2026-Q1
Continuum Advisory, LLC trimmed26,117$695K0.8%2026-Q1
CENTRAL VALLEY ADVISORS, LLC trimmed24,035$640K0.8%2026-Q1
Cornerstone Wealth Group, LLC23,263$631K0.8%2026-Q1
Comprehensive Financial Consultants Institutional, Inc.22,016$586K0.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed21,971$585K0.7%2026-Q1
Waverly Advisors, LLC21,730$579K0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed20,968$558K0.7%2026-Q1
Integrity Advisory Solutions, LLC trimmed19,558$521K0.6%2026-Q1
RETIREMENT INCOME SOLUTIONS, INC18,821$501K0.6%2026-Q1
AdvisorNet Financial, Inc trimmed18,623$496K0.6%2026-Q1
Concurrent Investment Advisors, LLC new18,519$493K0.6%2026-Q1
LPL Financial LLC trimmed17,450$465K0.6%2026-Q1
Csenge Advisory Group new17,160$457K0.5%2026-Q1
Pinnacle Wealth Management Group, Inc.16,630$443K0.5%2026-Q1
FC Advisory LLC added14,851$395K0.5%2026-Q1
Aegis Wealth Management, Inc. new14,728$392K0.5%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed14,720$392K0.5%2026-Q1
EVOLUTION WEALTH MANAGEMENT INC.13,435$358K0.4%2026-Q1
COFG Advisors, LLC13,425$357K0.4%2026-Q1
FSA Advisors, Inc. added13,277$354K0.4%2026-Q1
Summit Wealth Partners, LLC12,046$321K0.4%2026-Q1
HOWARD BAILEY SECURITIES, LLC new11,896$317K0.4%2026-Q1
Mutual Advisors, LLC11,798$314K0.4%2026-Q1
First Heartland Consultants, Inc.11,111$296K0.4%2026-Q1
Soltis Investment Advisors LLC10,516$280K0.3%2026-Q1
BROWN WEALTH MANAGEMENT, LLC10,281$274K0.3%2026-Q1
Stratos Wealth Advisors, LLC9,709$259K0.3%2026-Q1
First Commonwealth Financial Corp /PA/9,608$256K0.3%2026-Q1
ENVESTNET ASSET MANAGEMENT INC9,354$249K0.3%2026-Q1
IMG Wealth Management, Inc.9,286$247K0.3%2026-Q1
Diligent Investors, LLC9,000$240K0.3%2026-Q1
Chicago Partners Investment Group LLC8,518$231K0.3%2026-Q1
Farther Finance Advisors, LLC trimmed8,292$222K0.3%2026-Q1
IFP Advisors, Inc8,170$218K0.3%2026-Q1
JPMORGAN CHASE & CO new8,082$214K0.3%2026-Q1
TopTier Wealth Management, LLC7,945$212K0.3%2026-Q1
BARCLAYS PLC added5,567$148K0.2%2026-Q1
Financial Network Wealth Advisors LLC4,740$126K0.2%2026-Q1
Key Capital Management, INC new4,467$119K0.1%2026-Q1
EVERMAY WEALTH MANAGEMENT LLC3,000$80K0.1%2026-Q1
Allworth Financial LP2,303$61K0.1%2026-Q1
HARBOUR INVESTMENTS, INC. trimmed1,930$51K0.1%2026-Q1
Intentional Wealth Strategies, LLC new1,037$28K0.0%2026-Q1
Capital Analysts, LLC1,027$27K0.0%2026-Q1
CWM, LLC added1,013$27K0.0%2026-Q1
Noble Wealth Management PBC1,000$27K0.0%2026-Q1
DHJJ Financial Advisors, Ltd.538$14K0.0%2026-Q1
CoreCap Advisors, LLC519$14K0.0%2026-Q1
Kingdom Financial Group LLC. new259$7K0.0%2026-Q1
Lloyd Advisory Services, LLC. new259$7K0.0%2026-Q1
Networth Advisors, LLC new252$7K0.0%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC200$5K0.0%2026-Q1
Aptus Capital Advisors, LLC190$5K0.0%2026-Q1
Legacy CG, LLC added281,218$8M9.0%2025-Q4 stale
CANANDAIGUA NATIONAL BANK & TRUST CO142,234$4M4.6%2025-Q4 stale
Mach-1 Financial Group, LLC new76,810$2M2.4%2025-Q3 stale
AXXCESS WEALTH MANAGEMENT, LLC added50,948$1M1.6%2025-Q4 stale
CITADEL ADVISORS LLC added24,675$653K0.8%2025-Q3 stale
BRASS TAX WEALTH MANAGEMENT, INC added21,915$580K0.7%2025-Q3 stale
Forthright Family Wealth Advisory LLC20,000$534K0.6%2025-Q4 stale
COMMONS CAPITAL, LLC new17,773$470K0.6%2025-Q3 stale
Vantage Financial Partners, LLC17,542$469K0.6%2025-Q4 stale
Atria Wealth Solutions, Inc.18,150$468K0.6%2025-Q2 stale
PTM WEALTH MANAGEMENT, LLC17,294$462K0.6%2025-Q4 stale
TOWNSQUARE CAPITAL LLC trimmed17,296$427K0.5%2025-Q1 stale
JANE STREET GROUP, LLC new14,149$374K0.4%2025-Q3 stale
Insight Wealth Partners, LLC new11,082$293K0.4%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC.10,885$280K0.3%2025-Q2 stale
Commonwealth Financial Services, LLC10,365$267K0.3%2025-Q2 stale
Main Street Financial Solutions, LLC8,205$219K0.3%2025-Q4 stale
FOUNDATIONS INVESTMENT ADVISORS, LLC added7,965$213K0.3%2025-Q4 stale
Applied Capital LLC trimmed7,955$210K0.3%2025-Q3 stale
Trek Financial, LLC trimmed7,873$210K0.3%2025-Q4 stale
SageView Advisory Group, LLC new5,320$142K0.2%2025-Q4 stale
UBS Group AG added4,933$127K0.2%2025-Q2 stale
OPTIMA CAPITAL LLC new3,986$106K0.1%2025-Q4 stale
PRINCIPAL SECURITIES, INC. added3,872$102K0.1%2025-Q3 stale
Sunbelt Securities, Inc.2,950$73K0.1%2025-Q2 stale
FIFTH THIRD BANCORP new527$13K0.0%2025-Q1 stale
Ameritas Advisory Services, LLC new248$7K0.0%2025-Q3 stale

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.

HoldersTotal shares

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.

Learn how to read institutional ownership