Who owns ZTEN
Which tracked institutional funds hold ZTEN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ZTEN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
2 tracked funds added or opened ZTEN while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
ZTEN’s largest tracked holder by dollar value, F/m Investments LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ZTEN 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 9 tracked filers holding ZTEN, 5 increased or opened the position and 6 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 ZTEN 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.
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$977K
- Crew Capital Management, Ltd$629K
Largest trims
- Lido Advisors, LLC$1M
- F/m Investments LLC$501K
- CITADEL ADVISORS LLC$254K
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 |
|---|---|---|---|---|
| F/m Investments LLC trimmed | 357,654 | $18M | 40.6% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 339,685 | $17M | 38.6% | 2026-Q2 |
| Crew Capital Management, Ltd added | 76,967 | $4M | 8.7% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 36,196 | $2M | 4.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,768 | $1M | 2.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 17,076 | $861K | 1.9% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 1,360 | $69K | 0.2% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 189 | $10K | 0.0% | 2026-Q2 |
| Pillar Financial Advisors, LLC new | 14 | $727 | 0.0% | 2026-Q2 |
| HORAN Wealth, LLC | 4,896 | $251K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 55 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF MONTREAL /CAN/ trimmed | 8,886 | $456K | 1.0% | 2025-Q4 stale (2 quarters behind) |
| First Western Trust Bank trimmed | 7,500 | $385K | 0.9% | 2025-Q4 stale (2 quarters behind) |
| DEUTSCHE BANK AG\ new | 3,863 | $198K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| JPMORGAN CHASE & CO new | 931 | $48K | 0.1% | 2025-Q3 stale (3 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.