36 tracked 13F filers disclose a position in ZONE as of the latest SEC 13F filings, a combined $13.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $3.8M | 10.8M | →First observed position No prior filed position | Q1 2026 | |
| 2 | STEADFAST CAPITAL MANAGEMENT LP | $1.1M | 3.0M | —Held | Q1 2026 | |
| 3 | RENAISSANCE TECHNOLOGIES LLC | $911K | 2.6M | ▼−53% Reduced · −2.9M sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $1.8M | 2.2M | ▲+3.6% Added · +79K sh | Q2 2026 | |
| 5 | Corient Private Wealth LP | $585K | 1.6M | —Held | Q1 2026 | |
| 6 | MARSHALL WACE, LLP | $474K | 1.3M | ▲+39% Added · +371K sh | Q1 2026 | |
| 7 | America First Investment Advisors, LLC | $1.0M | 1.3M | ▲22× Added · +1.2M sh | Q2 2026 | |
| 8 | STATE STREET CORP | $885K | 1.1M | ▲+266% Added · +785K sh | Q2 2026 | |
| 9 | VANGUARD FIDUCIARY TRUST CO | $348K | 977K | →First observed position No prior filed position | Q1 2026 | |
| 10 | Alpine Global Management, LLC | $296K | 831K | ▼−17% Reduced · −169K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | $235K | 661K | —Held | Q1 2026 | |
| 12 | HUB Investment Partners, LLC | $419K | 511K | —Held | Q2 2026 | |
| 13 | NORTHERN TRUST CORP | $157K | 442K | ▲+86% Added · +204K sh | Q1 2026 | |
| 14 | Meridian Wealth Management, LLC | $127K | 355K | —Held | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $178K | 217K | ▲17× Added · +204K sh | Q2 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $55K | 154K | ▲New +154K sh | Q1 2026 | |
| 17 | HUNTINGTON NATIONAL BANK | $123K | 150K | ▲New +150K sh | Q2 2026 | |
| 18 | Claro Advisors Inc. | $108K | 132K | ▲+7.0% Added · +9K sh | Q2 2026 | |
| 19 | Vanguard Global Advisers, LLC | $43K | 121K | →First observed position No prior filed position | Q1 2026 | |
| 20 | SCS Capital Management LLC | $82K | 100K | —Held | Q2 2026 | |
| 21 | Kestra Advisory Services, LLC | $81K | 99K | —Held | Q2 2026 | |
| 22 | SCOTIA CAPITAL INC. | $64K | 78K | ▲+477% Added · +64K sh | Q2 2026 | |
| 23 | XTX Topco Ltd | $19K | 54K | ▼−79% Reduced · −204K sh | Q1 2026 | |
| 24 | MB Generational Wealth, LLC | $24K | 29K | —Held | Q2 2026 | |
| 25 | Concurrent Investment Advisors, LLC | $23K | 28K | ▲New +28K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in ZONE and 5 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 18 funds | $7.9B |
| ALPHABET INC-CL AGOOGL | 18 funds | $2.6B |
| APPLE INCAAPL | 17 funds | $6.2B |
| MICROSOFT CORPMSFT | 17 funds | $3.4B |
| META PLATFORMS INC-CLASS AMETA | 17 funds | $2.1B |
| WALMART INCWMT | 17 funds | $842.6M |
| AMAZON.COM INCAMZN | 16 funds | $4.5B |
| BROADCOM INCAVGO | 16 funds | $2.8B |
| ALPHABET INC-CL CGOOG | 16 funds | $1.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 16 funds | $1.2B |
| COSTCO WHOLESALE CORPCOST | 16 funds | $1.2B |
| VISA INC-CLASS A SHARESV | 16 funds | $831.0M |
Ranked by how many of ZONE's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 1, 2025 | Enholm David James | Chief Financial Officer, Director | Buy (P) | 19K | $6K |
| Sep 4, 2025 | Bethor Ltd | 10% Owner | Sell (S) | 18K | $65K |
| Sep 3, 2025 | Bethor Ltd | 10% Owner | Sell (S) | 27K | $79K |
| Sep 2, 2025 | Bethor Ltd | 10% Owner | Sell (S) | 45K | $137K |
| Jul 25, 2025 | Bethor Ltd | 10% Owner | Sell (S) | 10K | $37K |
| Jul 22, 2025 | Bethor Ltd | 10% Owner | Sell (S) | 25K | $85K |
| Jul 17, 2025 | Bethor Ltd | 10% Owner | Sell (S) | 3K | $12K |
| Jul 16, 2025 | Bethor Ltd | 10% Owner | Sell (S) | 9K | $33K |
| Jun 13, 2025 | Hollst Gary Gilbert | Chief Revenue Officer | Sell (S) | 10K | $32K |
| Jun 11, 2025 | Hollst Gary Gilbert | Chief Revenue Officer | Sell (S) | 8K | $30K |
| Jun 6, 2025 | Hollst Gary Gilbert | Chief Revenue Officer | Sell (S) | 8K | $30K |
| Jun 4, 2025 | Hollst Gary Gilbert | Chief Revenue Officer | Sell (S) | 8K | $32K |
Connected entities for ZONE
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ZONE/capital-change-brief"
Use Arkolith's capital_change_brief for ZONE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ZONE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.