Among active 13F managers last quarter, 19 opened and 4 added, while 1 reduced; the largest holder to move was WealthCare Asset Management, LLC (+83%).
53 tracked 13F filers disclose a position in ZMAY as of the latest SEC 13F filings, a combined $47.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WealthCare Asset Management, LLC | 459K | $11.9M | ▲+83% Added · +208K sh | Q2 2026 | |
| 2 | Sykon Capital LLC | 120K | $3.1M | ▲New +120K sh | Q2 2026 | |
| 3 | Aegis Wealth Management, Inc. | 104K | $2.7M | ▲New +104K sh | Q2 2026 | |
| 4 | Howard Bailey Securities, LLC | 99K | $2.6M | ▲New +99K sh | Q2 2026 | |
| 5 | Csenge Advisory Group | 86K | $2.2M | ▲New +86K sh | Q2 2026 | |
| 6 | Syon Capital LLC | 82K | $2.1M | ▲New +82K sh | Q2 2026 | |
| 7 | Lineweaver Wealth Advisors, LLC | 66K | $1.7M | ▲+89% Added · +31K sh | Q2 2026 | |
| 8 | Raymond James Financial Inc | 53K | $1.4M | ▼−19% Reduced · −12K sh | Q1 2026 | |
| 9 | Concurrent Investment Advisors, LLC | 50K | $1.3M | ▲+441% Added · +41K sh | Q2 2026 | |
| 10 | Commonwealth Equity Services, LLC | 43K | $1.1M | ▼−16% Reduced · −8K sh | Q1 2026 | |
| 11 | Susquehanna International Group, LLP | 38K | $974K | ▼−6.7% Reduced · −3K sh | Q1 2026 | |
| 12 | Key Capital Management, INC | 37K | $971K | ▲New +37K sh | Q2 2026 | |
| 13 | Kingswood Wealth Advisors, LLC | 37K | $957K | ▲+18% Added · +6K sh | Q2 2026 | |
| 14 | Osaic Holdings, Inc. | 36K | $927K | ▼−0.8% Reduced · −280 sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | 29K | $753K | ▼−0.1% Reduced · −20 sh | Q2 2026 | |
| 16 | Optima Capital LLC | 27K | $699K | ▲New +27K sh | Q2 2026 | |
| 17 | Cypress Wealth Services, LLC | 27K | $698K | ▲New +27K sh | Q2 2026 | |
| 18 | Central Valley Advisors, LLC | 27K | $692K | ▲+3.8% Added · +970 sh | Q2 2026 | |
| 19 | Farther Finance Advisors, LLC | 25K | $631K | —Held | Q1 2026 | |
| 20 | Canandaigua National Bank & Trust Co | 23K | $592K | ▲New +23K sh | Q2 2026 | |
| 21 | Summit Wealth Partners, LLC | 23K | $591K | ▲New +23K sh | Q2 2026 | |
| 22 | FSA Advisors, Inc. | 23K | $584K | ▲New +23K sh | Q2 2026 | |
| 23 | Beam Wealth Advisors, Inc. | 22K | $579K | ▲New +22K sh | Q2 2026 | |
| 24 | KFG Wealth Management, LLC | 22K | $565K | ▲+156% Added · +13K sh | Q2 2026 | |
| 25 | Advisory Services Network, LLC | 21K | $543K | ▼−2.7% Reduced · −587 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, 19 funds opened a new position in ZMAY and 4 added to an existing one, while 1 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 |
|---|---|---|
| Apple IncAAPL | 29 funds | $2.2B |
| Microsoft CorpMSFT | 29 funds | $1.2B |
| Ishares Core S&P 500 ETFIVV | 28 funds | $2.6B |
| Nvidia CorpNVDA | 28 funds | $1.7B |
| Vanguard S&P 500 ETFVOO | 28 funds | $1.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 28 funds | $1.3B |
| Invesco QQQ Trust Series 1QQQ | 28 funds | $1.1B |
| Amazon.com IncAMZN | 28 funds | $982.4M |
| Alphabet Inc-CL AGOOGL | 28 funds | $807.5M |
| JPMorgan Chase & CoJPM | 28 funds | $507.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 28 funds | $487.3M |
| Eli Lilly & CoLLY | 28 funds | $464.8M |
Ranked by how many of ZMAY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ZMAY.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 94 funds | $83.9M |
| ZMARmc | 82 funds | $50.5M |
| ZDEKmc | 77 funds | $64.0M |
| ZJUNmc | 73 funds | $63.3M |
| ZSEPmc | 71 funds | $85.3M |
| ZNOVmc | 68 funds | $54.2M |
| ZOCTmc | 67 funds | $62.1M |
| KDECmc | 63 funds | $63.2M |
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 ZMAY
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/ZMAY/capital-change-brief"
Use Arkolith's capital_change_brief for ZMAY. 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 ZMAY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.