Who owns ZECP?
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79 institutions reported holding ZECP, worth $293.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ZECP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Advisory Services Network, LLC | Atlanta, GA | $47.4M | 1,256,889 | +57,807 shares |
| GeoWealth Management, LLC | Chicago, IL | $36.6M | 968,590 | +156,849 shares |
| Menard Financial Group LLC | Houston, TX | $29.9M | 793,555 | +2,997 shares |
| Continental Investors Services, Inc. | Longview, WA | $22.9M | 591,061 | +143,114 shares |
| Koshinski Asset Management, Inc. | Decatur, IL | $14.1M | 372,813 | +30,923 shares |
| Strive Financial Group ,LLC | Carmel, IN | $11.3M | 299,705 | +218,299 shares |
| TRUE Private Wealth Advisors | Salem, OR | $8.8M | 233,900 | +2,695 shares |
| LPL Financial LLC | Fort Mill, SC | $8.5M | 225,821 | +199,813 shares |
| Arete Wealth Advisors, LLC | Chicago, IL | $7.8M | 251,786 | +92,348 shares |
| Balboa Wealth Partners | Scottsdale, AZ | $6.9M | 182,791 | +196 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ZECP?
79 institutional managers reported holding ZECP in Form 13F filings for June 30, 2026, worth $293.4M in total. The largest reported position was held by Advisory Services Network, LLC, at $47.4M.
Did institutions buy or sell ZECP last quarter?
Reported 13F value rose 22.7% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ZECP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.