Who owns ZECP
Which tracked institutional funds hold ZECP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZECP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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 ZECP is one-sided between 2026-Q1 and 2026-Q2: 29 added or opened and 9 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
ZECP’s largest tracked holder by dollar value, Advisory Services Network, LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ZECP 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 77 tracked filers holding ZECP, 51 increased or opened the position and 28 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 ZECP 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 6
- Farther Finance Advisors, LLC$5M
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- PKS Advisory Services, LLC$2M
- Vantus Wealth LLC$1M
- OceanIQ Capital, LLC$745K
- Advisory Advocates, LLC$578K
Full exits 7
- CreativeOne Wealth, LLC$16M
- Wayfinding Financial, LLC$6M
- Cambridge Investment Research Advisors, Inc.$3M
- Integrity Wealth Partners, LLC$1M
- Private Advisor Group, LLC$1M
- TWO SIGMA INVESTMENTS, LP$1M
Largest adds
- GeoWealth Management, LLC$9M
- Strive Financial Group ,LLC$9M
- LPL Financial LLC$8M
- Advisory Services Network, LLC$7M
- CONTINENTAL INVESTORS SERVICES, INC.$7M
- Menard Financial Group LLC$3M
Largest trims
- Vise Technologies, Inc.$485K
- EJMK Ventures LLC$353K
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 |
|---|---|---|---|---|
| Advisory Services Network, LLC added | 1,256,889 | $47M | 14.5% | 2026-Q2 |
| GeoWealth Management, LLC added | 968,590 | $37M | 11.2% | 2026-Q2 |
| Menard Financial Group LLC added | 793,555 | $30M | 9.2% | 2026-Q2 |
| CONTINENTAL INVESTORS SERVICES, INC. added | 591,061 | $23M | 7.0% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 372,813 | $14M | 4.3% | 2026-Q2 |
| Strive Financial Group ,LLC added | 299,705 | $11M | 3.5% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 233,900 | $9M | 2.7% | 2026-Q2 |
| LPL Financial LLC added | 225,821 | $9M | 2.6% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 251,786 | $8M | 2.4% | 2026-Q2 |
| Balboa Wealth Partners added | 182,791 | $7M | 2.1% | 2026-Q2 |
| Navigation Wealth Management, Inc. added | 180,380 | $7M | 2.1% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 171,079 | $6M | 2.0% | 2026-Q2 |
| Virtue Capital Management, LLC trimmed | 166,152 | $6M | 1.9% | 2026-Q2 |
| M1 Capital Management LLC added | 157,364 | $6M | 1.8% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 136,296 | $5M | 1.6% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 131,478 | $5M | 1.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 91,373 | $3M | 1.1% | 2026-Q2 |
| Rothschild Wealth LLC added | 88,824 | $3M | 1.0% | 2026-Q2 |
| Creative Planning trimmed | 81,687 | $3M | 0.9% | 2026-Q2 |
| Alteri Wealth LLC trimmed | 76,345 | $3M | 0.9% | 2026-Q2 |
| Paragon Private Wealth Management, LLC added | 76,200 | $3M | 0.9% | 2026-Q2 |
| EJMK Ventures LLC trimmed | 72,000 | $3M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 71,055 | $3M | 0.8% | 2026-Q2 |
| Ignite Planners, LLC added | 63,293 | $2M | 0.7% | 2026-Q2 |
| Discipline Wealth Solutions, LLC added | 62,244 | $2M | 0.7% | 2026-Q2 |
| PKS Advisory Services, LLC new | 58,396 | $2M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 52,288 | $2M | 0.6% | 2026-Q2 |
| Simplicity Wealth,LLC added | 50,670 | $2M | 0.6% | 2026-Q2 |
| Faithward Advisors, LLC trimmed | 49,924 | $2M | 0.6% | 2026-Q2 |
| Stirlingshire Investments, Inc. added | 49,507 | $2M | 0.6% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 47,401 | $2M | 0.5% | 2026-Q2 |
| Carter Financial Group, INC. added | 36,973 | $1M | 0.4% | 2026-Q2 |
| Rossby Financial, LCC | 27,082 | $1M | 0.3% | 2026-Q2 |
| Vantus Wealth LLC added | 26,790 | $1M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 26,053 | $983K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 21,118 | $797K | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC added | 19,829 | $748K | 0.2% | 2026-Q2 |
| Latitude Advisors, LLC added | 19,761 | $746K | 0.2% | 2026-Q2 |
| OceanIQ Capital, LLC new | 19,339 | $745K | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 18,798 | $709K | 0.2% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 15,556 | $587K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 15,364 | $580K | 0.2% | 2026-Q2 |
| Advisory Advocates, LLC trimmed | 15,323 | $578K | 0.2% | 2026-Q2 |
| Axim Planning & Wealth trimmed | 14,852 | $561K | 0.2% | 2026-Q2 |
| Independent Wealth Network Inc. | 14,239 | $537K | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 13,567 | $506K | 0.2% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC | 13,353 | $504K | 0.2% | 2026-Q2 |
| SeaCrest Wealth Management, LLC new | 12,244 | $462K | 0.1% | 2026-Q2 |
| Revisor Wealth Management LLC trimmed | 11,706 | $442K | 0.1% | 2026-Q2 |
| Arista Wealth Management, LLC added | 10,729 | $405K | 0.1% | 2026-Q2 |
| Cooper Financial Group added | 10,619 | $401K | 0.1% | 2026-Q2 |
| Arax Advisory Partners | 10,387 | $392K | 0.1% | 2026-Q2 |
| Madison Wealth Partners, Inc added | 9,806 | $370K | 0.1% | 2026-Q2 |
| GK Wealth Management LLC new | 8,194 | $309K | 0.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 7,879 | $297K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 7,743 | $292K | 0.1% | 2026-Q2 |
| OMNI 360 Wealth, Inc. added | 7,302 | $276K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 7,302 | $276K | 0.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 6,783 | $256K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 6,752 | $255K | 0.1% | 2026-Q2 |
| BDFS Capital LLC trimmed | 6,135 | $232K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC trimmed | 5,975 | $225K | 0.1% | 2026-Q2 |
| Noble Wealth Partners LLC new | 5,522 | $208K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 5,400 | $204K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 2,992 | $113K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 1,791 | $67K | 0.0% | 2026-Q2 |
| UBS Group AG added | 1,738 | $66K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 1,306 | $49K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 1,041 | $39K | 0.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 994 | $38K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 533 | $20K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 266 | $10K | 0.0% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. new | 197 | $7K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 50 | $2K | 0.0% | 2026-Q2 |
| Luminist Capital LLC new | 4 | $151 | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1 | $51 | 0.0% | 2026-Q2 |
| Retirement Wealth Solutions LLC | 1 | $27 | 0.0% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 484,729 | $16M | 5.0% | 2026-Q1 stale (1 quarter behind) |
| Wayfinding Financial, LLC added | 164,210 | $6M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 74,365 | $3M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| Integrity Wealth Partners, LLC new | 39,798 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Private Advisor Group, LLC trimmed | 39,772 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP trimmed | 36,500 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC trimmed | 28,214 | $954K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 14,720 | $498K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 7,058 | $239K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC new | 262 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 177 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc added | 24,477 | $851K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Axiom Financial Strategies, LLC | 20,873 | $726K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Security Financial Services, INC. new | 12,100 | $421K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Garden State Investment Advisory Services LLC new | 10,826 | $379K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 4,654 | $162K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| von Borstel & Associates, Inc. new | 158,804 | $5M | 1.7% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC new | 16,204 | $545K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 10,009 | $336K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Freedom Investment Management, Inc. trimmed | 36,790 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 19,146 | $611K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| PRIVATE CLIENT SERVICES, LLC new | 15,900 | $507K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| AssuredPartners Investment Advisors, LLC trimmed | 11,802 | $377K | 0.1% | 2025-Q2 stale (4 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.