84 tracked 13F filers disclose a position in ZTR as of the latest SEC 13F filings, a combined $48.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $9.3M | 1.4M | ▼−2.2% Reduced · −32K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $8.4M | 1.3M | ▲+1.6% Added · +20K sh | Q1 2026 | |
| 3 | STIFEL FINANCIAL CORP | $4.6M | 688K | ▲+2.2% Added · +15K sh | Q1 2026 | |
| 4 | Karpus Management, Inc. | $3.1M | 476K | ▼−30% Reduced · −201K sh | Q1 2026 | |
| 5 | CAPSTONE INVESTMENT ADVISORS, LLC | $2.5M | 370K | —Held | Q2 2026 | |
| 6 | MORGAN STANLEY | $1.9M | 290K | ▼−58% Reduced · −406K sh | Q1 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 253K | ▲+3.4% Added · +8K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $1.6M | 247K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 9 | ASHTON THOMAS SECURITIES, LLC | $1.6M | 237K | ▲+4.4% Added · +10K sh | Q2 2026 | |
| 10 | Sculptor Capital LP | $1.4M | 218K | —Held | Q1 2026 | |
| 11 | Yakira Capital Management, Inc. | $1.4M | 204K | ▼−5.5% Reduced · −12K sh | Q2 2026 | |
| 12 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.3M | 188K | ▲+44% Added · +57K sh | Q2 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $945K | 143K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 14 | STEPHENS INC /AR/ | $791K | 116K | ▲+0.1% Added · +64 sh | Q2 2026 | |
| 15 | J.W. COLE ADVISORS, INC. | $682K | 100K | ▲Added Added · +100K sh | Q2 2026 | |
| 16 | Private Advisor Group, LLC | $596K | 87K | ▼−75% Reduced · −265K sh | Q2 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $574K | 87K | ▼−2.7% Reduced · −2K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $528K | 80K | ▲+12% Added · +8K sh | Q1 2026 | |
| 19 | CSS LLC/IL | $526K | 79K | —Held | Q1 2026 | |
| 20 | ROYAL BANK OF CANADA | $397K | 60K | ▲+7.0% Added · +4K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $302K | 46K | ▲+2.6% Added · +1K sh | Q1 2026 | |
| 22 | XTX Topco Ltd | $279K | 42K | ▲New +42K sh | Q1 2026 | |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $271K | 41K | ▼−2.7% Reduced · −1K sh | Q1 2026 | |
| 24 | INTEGRATED CAPITAL MANAGEMENT, INC. | $251K | 37K | ▼−21% Reduced · −10K sh | Q2 2026 | |
| 25 | Kestra Advisory Services, LLC | $195K | 29K | ▼−21% Reduced · −8K 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.
Last quarter, 10 funds opened a new position in ZTR and 10 added to an existing one, while 7 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 |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 38 funds | $903.8M |
| MICROSOFT CORPMSFT | 37 funds | $2.9B |
| NVIDIA CORPNVDA | 36 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 36 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 36 funds | $1.0B |
| TESLA INCTSLA | 36 funds | $984.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 35 funds | $1.2B |
| BROADCOM INCAVGO | 35 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 35 funds | $755.5M |
| APPLE INCAAPL | 34 funds | $2.5B |
| AMAZON.COM INCAMZN | 34 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 34 funds | $783.9M |
Ranked by how many of ZTR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 20, 2024 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | Buy (P) | 5K | $27K |
| Sep 18, 2023 | WITTWER STEVEN GLENN | Insider | Buy (P) | 6K | $31K |
| Sep 1, 2023 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | Buy (P) | 2K | $12K |
| Sep 21, 2022 | BRADLEY WILLIAM PATRICK III | EVP, CFO and Treasurer | Buy (P) | 320 | $2K |
| Sep 21, 2022 | BURKE DONALD C | Director | Buy (P) | 667 | $5K |
| Sep 21, 2022 | Drummond F Ford | Director | Buy (P) | 373 | $3K |
| Sep 21, 2022 | MALLIN JOHN R | Director | Buy (P) | 3K | $24K |
| Sep 21, 2022 | McLoughlin Philip R | Director | Buy (P) | 3K | $19K |
| Sep 21, 2022 | MCNAMARA GERALDINE M | Director | Buy (P) | 167 | $1K |
| Mar 25, 2022 | MCDANIEL CONNIE D | Director | Buy (P) | 2K | $17K |
| Jan 13, 2022 | Cogan Sarah E | Director | Buy (P) | 2K | $21K |
| Mar 10, 2020 | MALLIN JOHN R | Director | Buy (P) | 9K | $91K |
Connected entities for ZTR
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/ZTR/capital-change-brief"
Use Arkolith's capital_change_brief for ZTR. 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 ZTR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.