| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | GeoWealth Management, LLC | $27.5M | 811.7K | New | Q1 2026 |
| 2 | CreativeOne Wealth, LLC | $16.4M | 484.7K | Added | Q1 2026 |
| 3 | Strategic Blueprint, LLC | $5.9M | 174.4K | Added | Q1 2026 |
| 4 | Private Advisor Group, LLC | $1.3M | 39.8K | Reduced | Q1 2026 |
| 5 | Advisory Services Network, LLC | $1.1M | 32.6K | New | Q4 2025 |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | $844K | 25.0K | New | Q1 2026 |
| 7 | Summit Financial, LLC | $786K | 23.2K | Reduced | Q1 2026 |
| 8 | Vise Technologies, Inc. | $777K | 22.4K | Held | Q1 2026 |
| 9 | IHT Wealth Management, LLC | $598K | 17.7K | Added | Q1 2026 |
| 10 | Arax Advisory Partners | $351K | 10.4K | Reduced | Q1 2026 |
| 11 | CITADEL ADVISORS LLC | $239K | 7.1K | Reduced | Q1 2026 |
| 12 | MGO ONE SEVEN LLC | $226K | 6.7K | Reduced | Q1 2026 |
| 13 | Focus Partners Advisor Solutions, LLC | $200K | 5.9K | Reduced | Q1 2026 |
| 14 | IFP Advisors, Inc | $9K | 266 | New | Q1 2026 |
| 15 | ASSETMARK, INC | $9K | 262 | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $6.9B |
| Apple IncAAPL | 18 funds | $5.1B |
| ISHARES TRIVV | 18 funds | $4.8B |
| Amazon.com IncAMZN | 18 funds | $3.5B |
| Microsoft CorpMSFT | 18 funds | $3.4B |
| Broadcom IncAVGO | 18 funds | $2.4B |
| Meta Platforms Inc Cl AMETA | 18 funds | $2.3B |
| Micron Technology IncMU | 18 funds | $1.9B |
| Taiwan Semiconductor Manufacturing Co LTD Spon AdrTSM | 18 funds | $1.9B |
| STATE STREET SPDR S&P 500 ETFSPY | 18 funds | $1.7B |
| Jpmorgan Chase & CoJPM | 18 funds | $1.7B |
| Alphabet Inc Cl CGOOG | 18 funds | $1.6B |
Ranked by how many of ZECP's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for ZECP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.