Among active 13F managers last quarter, 1 opened and 2 added, while 2 reduced; the largest holder to move was Trek Financial, LLC (+3.4%).
11 tracked 13F filers disclose a position in ZIG as of the latest SEC 13F filings, a combined $6.7M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Trek Financial, LLC | 109K | $4.3M | ▲+3.4% Added · +4K sh | Q2 2026 | |
| 2 | CIBC World Market Inc. | 20K | $759K | ▼−1.0% Reduced · −190 sh | Q1 2026 | |
| 3 | SRH Advisors, LLC | 18K | $711K | —Held | Q2 2026 | |
| 4 | Citadel Advisors LLC | 10K | $390K | ▲+10% Added · +931 sh | Q2 2026 | |
| 5 | Money Concepts Capital Corp | 7K | $293K | ▼−6.7% Reduced · −541 sh | Q2 2026 | |
| 6 | O'shaughnessy Asset Management, LLC | 4K | $163K | ▲New +4K sh | Q2 2026 | |
| 7 | Northwestern Mutual Wealth Management Co | 2K | $62K | ▲New +2K sh | Q1 2026 | |
| 8 | Allworth Financial LP | 1K | $50K | ▲New +1K sh | Q1 2026 | |
| 9 | Morgan Stanley | 439 | $17K | —Held | Q1 2026 | |
| 10 | Creative Financial Designs Inc | 397 | $16K | —Held | Q2 2026 | |
| 11 | UBS Group AG | 109 | $4K | ▼−94% Reduced · −2K sh | Q1 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, 1 fund opened a new position in ZIG and 2 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 7 funds | $5.2B |
| Apple IncAAPL | 7 funds | $3.5B |
| Ishares Core S&P 500 ETFIVV | 7 funds | $2.9B |
| Amazon.com IncAMZN | 7 funds | $2.8B |
| Microsoft CorpMSFT | 7 funds | $2.2B |
| Taiwan Semiconductor-SP ADRTSM | 7 funds | $2.0B |
| Broadcom IncAVGO | 7 funds | $1.9B |
| Alphabet Inc-CL AGOOGL | 7 funds | $1.8B |
| JPMorgan Chase & CoJPM | 7 funds | $1.8B |
| Meta Platforms Inc-Class AMETA | 7 funds | $1.6B |
| Alphabet Inc-CL CGOOG | 7 funds | $1.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 7 funds | $1.2B |
Ranked by how many of ZIG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ZIG.
| Class | 13F holders | Value held |
|---|---|---|
| QTUMmc | 498 funds | $1.3B |
| UFOXmc | 181 funds | $156.8M |
| JETSmc | 159 funds | $418.4M |
| DSTLmc | 133 funds | $1.4B |
| ACIOmc | 132 funds | $2.8B |
| DRSKmc | 84 funds | $1.8B |
| OSCVcommon | 74 funds | $855.9M |
| PFLDmc | 56 funds | $221.4M |
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 ZIG
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ZIG/capital-change-brief"
Use Arkolith's capital_change_brief for ZIG. 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 ZIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.