Who owns ZHDG?
ZEGA Buy and Hedge ETF
16 institutions reported holding ZHDG, worth $41.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ZHDG
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $23.6M | 1,002,872 | −33,511 shares |
| Wealth Watch Advisors, INC | Englewood, CO | $5.0M | 214,102 | +6,643 shares |
| Allen Capital Group, LLC | Grand Island, NE | $3.6M | 152,460 | −16,713 shares |
| Coppell Advisory Solutions LLC | Coppell, TX | $1.9M | 83,238 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.2M | 51,429 | +3,883 shares |
| Optivise Advisory Services LLC | Franklin, TN | $976K | 41,471 | −260 shares |
| Virtue Capital Management, LLC | Brentwood, TN | $950K | 40,359 | −5,438 shares |
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $931K | 39,583 | +6,582 shares |
| Royal Fund Management, LLC | Lady Lake, FL | $920K | 39,079 | −2,913 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $569K | 24,168 | −1,159 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 ZHDG?
16 institutional managers reported holding ZHDG in Form 13F filings for June 30, 2026, worth $41.8M in total. The largest reported position was held by ZEGA Investments, LLC, at $23.6M.
Did institutions buy or sell ZHDG last quarter?
Reported 13F value rose 13.8% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 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 ZHDG 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.