54 tracked 13F filers disclose a position in ZSEP as of the latest SEC 13F filings, a combined $67.4M 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 | ENVESTNET ASSET MANAGEMENT INC | $13.7M | 511K | ▲15× Added · +478K sh | Q1 2026 | |
| 2 | SIGNATUREFD, LLC | $7.6M | 283K | —Held | Q1 2026 | |
| 3 | AE Wealth Management LLC | $4.9M | 182K | ▲+3.2% Added · +6K sh | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $4.7M | 176K | ▲+3.2% Added · +6K sh | Q1 2026 | |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 152K | ▼−4.7% Reduced · −8K sh | Q1 2026 | |
| 6 | TRUIST FINANCIAL CORP | $3.5M | 129K | —Held | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $3.1M | 115K | ▼−2.6% Reduced · −3K sh | Q1 2026 | |
| 8 | Csenge Advisory Group | $2.3M | 86K | ▼−2.0% Reduced · −2K sh | Q1 2026 | |
| 9 | Cetera Investment Advisers | $2.1M | 80K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 10 | CENTAURUS FINANCIAL, INC. | $1.5M | 56K | —Held | Q1 2026 | |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 49K | ▲New +49K sh | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $1.2M | 45K | ▲+4.4% Added · +2K sh | Q1 2026 | |
| 13 | MONEY CONCEPTS CAPITAL CORP | $1.1M | 42K | —Held | Q1 2026 | |
| 14 | Noble Wealth Management PBC | $1.1M | 42K | ▼−43% Reduced · −31K sh | Q2 2026 | |
| 15 | BROWN WEALTH MANAGEMENT, LLC | $1.1M | 39K | ▲+14% Added · +5K sh | Q2 2026 | |
| 16 | LPL Financial LLC | $971K | 36K | ▼−2.5% Reduced · −920 sh | Q1 2026 | |
| 17 | OLD MISSION CAPITAL LLC | $954K | 36K | ▼−7.1% Reduced · −3K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $921K | 34K | ▼−52% Reduced · −37K sh | Q1 2026 | |
| 19 | TopTier Wealth Management, LLC | $841K | 31K | —Held | Q2 2026 | |
| 20 | MML INVESTORS SERVICES, LLC | $782K | 29K | ▼−1.5% Reduced · −439 sh | Q1 2026 | |
| 21 | Advisory Services Network, LLC | $744K | 28K | ▼−6.3% Reduced · −2K sh | Q1 2026 | |
| 22 | Lineweaver Wealth Advisors, LLC | $735K | 27K | —Held | Q2 2026 | |
| 23 | MORGAN STANLEY | $599K | 22K | ▼−21% Reduced · −6K sh | Q1 2026 | |
| 24 | Beacon Pointe Advisors, LLC | $573K | 21K | —Held | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $566K | 21K | ▲New +21K 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, 2 funds opened a new position in ZSEP, while 8 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $4.4B |
| NVIDIA CORPNVDA | 19 funds | $3.5B |
| VANGUARD S&P 500 ETFVOO | 19 funds | $3.2B |
| MICROSOFT CORPMSFT | 19 funds | $2.8B |
| AMAZON.COM INCAMZN | 19 funds | $2.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $2.3B |
| ALPHABET INC-CL AGOOGL | 19 funds | $1.8B |
| VANGUARD GROWTH ETFVUG | 19 funds | $1.6B |
| VANGUARD FTSE DEVELOPED ETFVEA | 19 funds | $1.5B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 19 funds | $1.3B |
| META PLATFORMS INC-CLASS AMETA | 19 funds | $1.3B |
| JPMORGAN CHASE & COJPM | 19 funds | $1.3B |
Ranked by how many of ZSEP's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZFEBmc | 61 funds | $63.2M |
| ZMARmc | 59 funds | $40.4M |
| ZSEPthis pagemc | 54 funds | $67.4M |
| ZDEKmc | 54 funds | $48.4M |
| ZJANmc | 49 funds | $39.0M |
| ZNOVmc | 48 funds | $55.0M |
| ZOCTmc | 45 funds | $54.1M |
| KDECmc | 44 funds | $39.8M |
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.
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/ZSEP/capital-change-brief"
Use Arkolith's capital_change_brief for ZSEP. 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 ZSEP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.