ZFEB

Inotr Eq Def PR ETF - 1 Yr FETF
UnclassifiedUSCUSIP 45784N775◍ Confluence graph
Tracked 13F Holders
94
-21 QoQ
13F Value (tracked)
$83.7M
13F Moves · latest Q
13 added
14 trimmed
Recent Filings
0

Who owns ZFEB?

94 tracked 13F filers

94 tracked 13F filers disclose a position in ZFEB as of the latest SEC 13F filings, a combined $83.7M 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.

#FundPosition valueSharesLast moveAs ofHistory
1Trek Financial, LLC
$8.4M
325K
−2.5%
Reduced · −8K sh
Q2 2026
2COMMONWEALTH EQUITY SERVICES, LLC
$5.4M
214K
+57%
Added · +78K sh
Q1 2026
3RAYMOND JAMES FINANCIAL INC
$4.1M
162K
+46%
Added · +51K sh
Q1 2026
4HARBOUR INVESTMENTS, INC.
$3.2M
125K
+4.1%
Added · +5K sh
Q1 2026
5TRUIST FINANCIAL CORP
$3.1M
122K
+874%
Added · +110K sh
Q1 2026
6Alpine Bank Wealth Management
$3.0M
115K
Held
Q2 2026
7MML INVESTORS SERVICES, LLC
$2.9M
111K
+3.4%
Added · +4K sh
Q2 2026
8ENVESTNET ASSET MANAGEMENT INC
$2.8M
110K
+94%
Added · +53K sh
Q1 2026
9Ameritas Advisory Services, LLC
$2.6M
100K
+139%
Added · +58K sh
Q2 2026
10Cetera Investment Advisers
$2.5M
97K
+66%
Added · +39K sh
Q1 2026
11NovaPoint Capital, LLC
$2.2M
85K
−47%
Reduced · −76K sh
Q2 2026
12Kestra Advisory Services, LLC
$2.1M
79K
−31%
Reduced · −35K sh
Q2 2026
13Integrity Advisory Solutions, LLC
$1.8M
67K
+3.6%
Added · +2K sh
Q2 2026
14Lineweaver Wealth Advisors, LLC
$1.6M
61K
−6.7%
Reduced · −4K sh
Q2 2026
15Peak Wealth Management LLC
$1.6M
60K
Held
Q2 2026
16CANANDAIGUA NATIONAL BANK & TRUST CO
$1.5M
59K
+43%
Added · +18K sh
Q2 2026
17Ashton Thomas Private Wealth, LLC
$1.5M
58K
+0.5%
Added · +310 sh
Q2 2026
18OSAIC HOLDINGS, INC.
$1.4M
56K
+78%
Added · +24K sh
Q1 2026
19HighTower Advisors, LLC
$1.2M
47K
Held
Q1 2026
20Heck Capital Advisors, LLC
$1.2M
45K
Held
Q2 2026
21NewEdge Advisors, LLC
$1.1M
44K
Held
Q2 2026
22Kingsview Wealth Management, LLC
$1.0M
39K
Held
Q2 2026
23Summit Wealth Partners, LLC
$990K
38K
+1.0%
Added · +386 sh
Q2 2026
24LPL Financial LLC
$956K
38K
−2.6%
Reduced · −1K sh
Q1 2026
25OPTIMA CAPITAL LLC
$978K
38K
+0.8%
Added · +309 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.

Is ZFEB being bought or sold by institutions?

Last quarter, 6 funds opened a new position in ZFEB and 7 added to an existing one, while 14 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).

Opened (NEW)
6
funds
Added
7
funds
Reduced
14
funds
Exited
0
funds

Funds that own ZFEB also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA46 funds$6.2B
APPLE INCAAPL46 funds$5.0B
AMAZON.COM INCAMZN46 funds$3.3B
MICROSOFT CORPMSFT46 funds$2.9B
SS SPDR S&P 500 ETF TRUST-USSPY46 funds$2.0B
ISHARES CORE S&P 500 ETFIVV45 funds$5.5B
ALPHABET INC-CL AGOOGL45 funds$2.1B
JPMORGAN CHASE & COJPM45 funds$1.5B
BROADCOM INCAVGO44 funds$2.0B
META PLATFORMS INC-CLASS AMETA44 funds$1.7B
INVESCO QQQ TRUST SERIES 1QQQ44 funds$1.7B
BERKSHIRE HATHAWAY INC-CL BBRK/B44 funds$1.4B

Ranked by how many of ZFEB's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

69 funds+32 since Q1 2025
04590Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $54.4M

Share classes

Class13F holdersValue held
ZFEBthis pagemc94 funds$83.7M
ZMARmc83 funds$50.7M
ZDEKmc79 funds$64.9M
ZJUNmc71 funds$62.6M
ZSEPmc70 funds$85.1M
ZNOVmc67 funds$55.0M
ZOCTmc66 funds$61.8M
KDECmc64 funds$62.9M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Keep exploring

Connected entities for ZFEB

Browse more

Build

Ask your agent what changed in ZFEB

This ETF 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/ZFEB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for ZFEB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for ZFEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.