Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was Advisory Services Network, LLC (+0.6%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
6 tracked 13F filers disclose a position in ZOMDF as of the latest SEC 13F filings, a combined $45K 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 | Advisory Services Network, LLC | 296K | $35K | ▲+0.6% Added · +2K sh | Q1 2026 | |
| 2 | Ancora Advisors LLC | 84K | $8K | —Held | Q2 2026 | |
| 3 | CoreCap Advisors, LLC | 5K | $573 | —Held | Q1 2026 | |
| 4 | Gill Capital Partners, LLC | 3K | $272 | —Held | Q2 2026 | |
| 5 | Harbour Investments, Inc. | 2K | $263 | ▲New +2K sh | Q1 2026 | |
| 6 | Bogart Wealth, LLC | 680 | $81 | ▲+278% Added · +500 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 ZOMDF and 1 added to an existing one, while none reduced or exited. 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 | 5 funds | $533.0M |
| Vanguard S&P 500 ETFVOO | 5 funds | $532.9M |
| Nvidia CorpNVDA | 5 funds | $355.3M |
| Invesco QQQ Trust Series 1QQQ | 5 funds | $331.9M |
| Ishares Core S&P 500 ETFIVV | 5 funds | $330.3M |
| Vanguard Total Stock MKT ETFVTI | 5 funds | $281.6M |
| Microsoft CorpMSFT | 5 funds | $264.4M |
| Broadcom IncAVGO | 5 funds | $241.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 5 funds | $229.2M |
| Amazon.com IncAMZN | 5 funds | $218.6M |
| Walmart IncWMT | 5 funds | $191.1M |
| JPMorgan Chase & CoJPM | 5 funds | $166.6M |
Ranked by how many of ZOMDF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ZOMDF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 13, 2025 | Klass Russell Kevin | Sr Vice President, Sales | Buy (P) | 150K | $15K |
| Nov 10, 2025 | Klass Russell Kevin | Sr Vice President, Sales | Buy (P) | 120K | $12K |
| Nov 7, 2025 | Klass Russell Kevin | Sr Vice President, Sales | Buy (P) | 5K | $500 |
| Nov 6, 2025 | Klass Russell Kevin | Sr Vice President, Sales | Buy (P) | 253K | $20K |
| Aug 12, 2025 | Klass Russell Kevin | Sr Vice President, Sales | Buy (P) 2 lots, same day | 995K | $40K |
| Aug 11, 2025 | Klass Russell Kevin | Sr Vice President of Sales | Buy (P) 3 lots, same day | 561K | $22K |
| Aug 8, 2025 | Klass Russell Kevin | Sr Vice President of Sales | Buy (P) | 500K | $20K |
| May 21, 2025 | Blair Anthony K | COO | Buy (P) 2 lots, same day | 100K | $5K |
| May 19, 2025 | DeHaan-Fullerton Karen | General Counsel/Corporate Secy | Buy (P) | 104K | $5K |
| May 19, 2025 | Powers Johnny D | Director | Buy (P) | 500K | $25K |
| Mar 17, 2025 | Macleod Christopher Ross | Director | Buy (P) | 143K | $9K |
| Mar 17, 2025 | Jordan Scott | Chief Financial Officer | Buy (P) | 300K | $18K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 2 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for ZOMDF
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/ZOMDF/capital-change-brief"
Use Arkolith's capital_change_brief for ZOMDF. 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 ZOMDF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.