74 tracked 13F filers disclose a position in ZECP as of the latest SEC 13F filings, a combined $237.1M 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 | Advisory Services Network, LLC | $40.6M | 1.2M | ▼−6.4% Reduced · −82K sh | Q1 2026 | |
| 2 | GeoWealth Management, LLC | $36.6M | 969K | ▲+19% Added · +157K sh | Q2 2026 | |
| 3 | Menard Financial Group LLC | $29.9M | 794K | ▲+0.4% Added · +3K sh | Q2 2026 | |
| 4 | CONTINENTAL INVESTORS SERVICES, INC. | $16.4M | 448K | ▲+69% Added · +183K sh | Q1 2026 | |
| 5 | Strive Financial Group ,LLC | $11.3M | 300K | ▲+268% Added · +218K sh | Q2 2026 | |
| 6 | Arete Wealth Advisors, LLC | $7.8M | 252K | ▲+58% Added · +92K sh | Q2 2026 | |
| 7 | TRUE Private Wealth Advisors | $8.8M | 234K | ▲+1.2% Added · +3K sh | Q2 2026 | |
| 8 | Balboa Wealth Partners | $6.9M | 183K | ▲+0.1% Added · +196 sh | Q2 2026 | |
| 9 | Strategic Blueprint, LLC | $6.5M | 171K | ▼−1.9% Reduced · −3K sh | Q2 2026 | |
| 10 | Virtue Capital Management, LLC | $6.3M | 166K | ▼−2.3% Reduced · −4K sh | Q2 2026 | |
| 11 | M1 Capital Management LLC | $5.9M | 157K | ▲+2.6% Added · +4K sh | Q2 2026 | |
| 12 | Advyzon Investment Management, LLC | $5.0M | 131K | ▲+12% Added · +14K sh | Q2 2026 | |
| 13 | Creative Planning | $3.2M | 95K | ▼−7.8% Reduced · −8K sh | Q1 2026 | |
| 14 | AXXCESS WEALTH MANAGEMENT, LLC | $3.4M | 91K | ▲Added Added · +91K sh | Q2 2026 | |
| 15 | Rothschild Wealth LLC | $3.4M | 89K | ▲+529% Added · +75K sh | Q2 2026 | |
| 16 | Alteri Wealth LLC | $2.9M | 76K | ▼−1.9% Reduced · −2K sh | Q2 2026 | |
| 17 | Paragon Private Wealth Management, LLC | $2.9M | 76K | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 18 | EJMK Ventures LLC | $2.7M | 72K | ▼−21% Reduced · −19K sh | Q2 2026 | |
| 19 | Ignite Planners, LLC | $2.4M | 63K | ▲+1.6% Added · +973 sh | Q2 2026 | |
| 20 | Discipline Wealth Solutions, LLC | $2.3M | 62K | ▲+3.7% Added · +2K sh | Q2 2026 | |
| 21 | PKS Advisory Services, LLC | $2.2M | 58K | ▲New +58K sh | Q2 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 55K | ▲+1.2% Added · +655 sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $1.8M | 54K | ▲New +54K sh | Q1 2026 | |
| 24 | Faithward Advisors, LLC | $1.9M | 50K | ▼−7.1% Reduced · −4K sh | Q2 2026 | |
| 25 | Stirlingshire Investments, Inc. | $1.9M | 50K | ▲+0.3% Added · +167 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, 7 funds opened a new position in ZECP and 17 added to an existing one, while 12 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 | 41 funds | $7.7B |
| APPLE INCAAPL | 41 funds | $5.5B |
| AMAZON.COM INCAMZN | 41 funds | $4.2B |
| MICROSOFT CORPMSFT | 41 funds | $2.7B |
| BROADCOM INCAVGO | 41 funds | $2.5B |
| TESLA INCTSLA | 41 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 41 funds | $2.0B |
| WALMART INCWMT | 41 funds | $694.7M |
| ALPHABET INC-CL AGOOGL | 40 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 40 funds | $2.2B |
| COSTCO WHOLESALE CORPCOST | 40 funds | $1.7B |
| ADVANCED MICRO DEVICESAMD | 40 funds | $955.0M |
Ranked by how many of ZECP's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| ZECPthis pagemc | 74 funds | $237.1M |
| SMIZmc | 68 funds | $205.0M |
| GROZmc | 47 funds | $75.6M |
| QUIZmc | 45 funds | $62.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ZECP
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/ZECP/capital-change-brief"
Use Arkolith's capital_change_brief for ZECP. 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 ZECP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.