Who owns ZONE
Which tracked institutional funds hold ZONE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZONE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 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 ZONE is one-sided between 2026-Q1 and 2026-Q2: 11 added or opened and 2 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
ZONE’s largest tracked holder by dollar value, MMCAP International Inc. SPC, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ZONE 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 42 tracked filers holding ZONE, 23 increased or opened the position and 20 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 ZONE 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 1
- JANE STREET GROUP, LLC$600K
Full exits 2
- Ghisallo Capital Management LLC$1M
- RENAISSANCE TECHNOLOGIES LLC$911K
Largest adds
- MOZAYYX MANAGEMENT LLC$6M
- MMCAP International Inc. SPC$5M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
- GEODE CAPITAL MANAGEMENT, LLC$1M
- America First Investment Advisors, LLC$1M
- STEADFAST CAPITAL MANAGEMENT LP$815K
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 |
|---|---|---|---|---|
| MMCAP International Inc. SPC trimmed | 13,950,444 | $11M | 14.4% | 2026-Q2 |
| MOZAYYX MANAGEMENT LLC | 12,000,000 | $10M | 12.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 9,497,719 | $8M | 9.8% | 2026-Q2 |
| STEADFAST CAPITAL MANAGEMENT LP trimmed | 2,296,923 | $2M | 2.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,234,575 | $2M | 2.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,258,445 | $1M | 1.3% | 2026-Q2 |
| America First Investment Advisors, LLC added | 1,253,713 | $1M | 1.3% | 2026-Q2 |
| STATE STREET CORP added | 1,079,414 | $885K | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 731,844 | $600K | 0.8% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 725,000 | $594K | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 709,000 | $581K | 0.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 656,129 | $538K | 0.7% | 2026-Q2 |
| HUB Investment Partners, LLC | 510,569 | $419K | 0.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 473,043 | $388K | 0.5% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 400,000 | $328K | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 360,000 | $295K | 0.4% | 2026-Q2 |
| Meridian Wealth Management, LLC | 355,138 | $291K | 0.4% | 2026-Q2 |
| UBS Group AG added | 261,075 | $214K | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 216,509 | $178K | 0.2% | 2026-Q2 |
| MAI Capital Management new | 164,000 | $134K | 0.2% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK new | 150,001 | $123K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 145,446 | $119K | 0.1% | 2026-Q2 |
| Claro Advisors Inc. added | 131,875 | $108K | 0.1% | 2026-Q2 |
| SCS Capital Management LLC | 100,000 | $82K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC | 99,305 | $81K | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 77,875 | $64K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 74,023 | $61K | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 58,818 | $48K | 0.1% | 2026-Q2 |
| MB Generational Wealth, LLC | 29,000 | $24K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 27,780 | $23K | 0.0% | 2026-Q2 |
| Bank of New York Mellon Corp new | 27,433 | $22K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 26,187 | $21K | 0.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC new | 24,217 | $20K | 0.0% | 2026-Q2 |
| All Terrain Financial Advisors, LLC | 23,600 | $19K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers | 20,645 | $17K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. | 19,020 | $16K | 0.0% | 2026-Q2 |
| Haven Private, LLC trimmed | 18,700 | $15K | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. | 11,493 | $9K | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC | 10,261 | $8K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 4,078 | $3K | 0.0% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC | 1,500 | $1K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 725 | $239 | 0.0% | 2026-Q2 |
| Ghisallo Capital Management LLC trimmed | 3,775,112 | $1M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 2,557,895 | $911K | 1.1% | 2026-Q1 stale (1 quarter behind) |
| MARSHALL WACE, LLP trimmed | 786,993 | $283K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| LuminArx Capital Management LP | 200,000 | $71K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWA Asset Management Group, LLC new | 150,000 | $53K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Quadrature Capital Ltd | 59,342 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GSA CAPITAL PARTNERS LLP new | 37,004 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 11,343 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. | 11,400 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) added | 9,164 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Meramec Financial Planners, LLC | 9,222 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 4,167 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| IFP Advisors, Inc | 534 | $190 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Hudson Bay Capital Management LP | 5,000,000 | $9M | 11.8% | 2025-Q4 stale (2 quarters behind) |
| Pantera Capital Partners LP | 7,500,000 | $2M | 2.5% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC added | 3,229,078 | $840K | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Polar Asset Management Partners Inc. trimmed | 3,000,000 | $780K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| SABBY MANAGEMENT, LLC new | 1,448,598 | $377K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| ADAR1 Capital Management, LLC new | 521,980 | $136K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA INVESTMENTS, LP new | 192,035 | $50K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 79,693 | $27K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Squarepoint Ops LLC added | 81,484 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Qube Research & Technologies Ltd new | 63,525 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Virtu Financial LLC added | 50,914 | $13K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TWO SIGMA SECURITIES, LLC added | 22,723 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GOLDMAN SACHS GROUP INC new | 16,949 | $4K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 10,000 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 1,612 | $419 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ExodusPoint Capital Management, LP new | 7,500,000 | $11M | 14.1% | 2025-Q3 stale (3 quarters behind) |
| Regal Partners Ltd new | 3,000,000 | $6M | 7.6% | 2025-Q3 stale (3 quarters behind) |
| Sender Co & Partners, Inc. new | 2,000,000 | $4M | 5.1% | 2025-Q3 stale (3 quarters behind) |
| Longaeva Partners L.P. new | 260,577 | $526K | 0.7% | 2025-Q3 stale (3 quarters behind) |
| Prime Capital Investment Advisors, LLC new | 20,000 | $40K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Kingdom Financial Group LLC. new | 15,000 | $30K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CITIGROUP INC new | 1,576 | $3K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Sound Income Strategies, LLC | 1,000 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| ROYAL BANK OF CANADA added | 603 | $1K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Global Retirement Partners, LLC new | 400 | $808 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wealthspire Advisors, LLC trimmed | 30,000 | $73K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP trimmed | 11,444 | $27K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.