ZECP(ZECP)
ZECP
Institutional Ownership
Top 69 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 384.59K | Sep 30, 26 | +11.78K | 3.76% |
| Virtue Capital Management, LLC | 213.06K | Sep 30, 26 | +46.91K | 2.08% |
| Cambridge Investment Research Advisors, Inc. | 97.91K | Sep 30, 26 | +15.02K | 0.96% |
| Creative Planning | 69.39K | Sep 30, 26 | -12.29K | 0.68% |
| PKS Advisory Services, LLC | 58.40K | Sep 30, 26 | -- | 0.57% |
| Latitude Advisors, LLC | 26.29K | Sep 30, 26 | +6.53K | 0.26% |
| MGO ONE SEVEN LLC | 6.54K | Sep 30, 26 | -215 | 0.06% |
| COMPASS FINANCIAL MANAGEMENT LLC | 2.71K | Sep 30, 26 | +1.40K | 0.03% |
| DHJJ Financial Advisors, Ltd. | 50 | Sep 30, 26 | -- | 0.00% |
| Axim Planning & Wealth | -- | Sep 30, 26 | -14.85K | -- |
| Vise Technologies, Inc. | -- | Sep 30, 26 | -7.74K | -- |
| Paragon Private Wealth Management, LLC | -- | Sep 30, 26 | -76.20K | -- |
| VALLEY WEALTH MANAGERS, INC. | -- | Sep 30, 26 | -197 | -- |
| AXXCESS WEALTH MANAGEMENT, LLC | -- | Sep 30, 26 | -91.37K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Sep 30, 26 | -52.29K | -- |
| VICTORY FINANCIAL GROUP, LLC | -- | Sep 30, 26 | -6.78K | -- |
| Cornerstone Planning Group LLC | -- | Sep 30, 26 | -1.79K | -- |
| Arista Wealth Management, LLC | -- | Sep 30, 26 | -10.73K | -- |
| Advisory Services Network, LLC | 1.26M | Jun 30, 26 | +57.81K | 12.29% |
| GeoWealth Management, LLC | 968.59K | Jun 30, 26 | +156.85K | 9.47% |
| Menard Financial Group LLC | 793.55K | Jun 30, 26 | +3.00K | 7.76% |
| CONTINENTAL INVESTORS SERVICES, INC. | 591.06K | Jun 30, 26 | +143.11K | 5.78% |
| Strive Financial Group ,LLC | 299.70K | Jun 30, 26 | +218.30K | 2.93% |
| Arete Wealth Advisors, LLC | 251.79K | Jun 30, 26 | +92.35K | 2.46% |
| LPL Financial LLC | 225.82K | Jun 30, 26 | +199.81K | 2.21% |
| Navigation Wealth Management, Inc. | 180.38K | Jun 30, 26 | +24.47K | 1.76% |
| M1 Capital Management LLC | 157.36K | Jun 30, 26 | +3.98K | 1.54% |
| Advyzon Investment Management, LLC | 131.48K | Jun 30, 26 | +13.71K | 1.29% |
| Rothschild Wealth LLC | 88.82K | Jun 30, 26 | +74.70K | 0.87% |
| Cambridge Investment Research Advisors, Inc. | 82.89K | Jun 30, 26 | +8.52K | 0.81% |
| Creative Planning | 81.69K | Jun 30, 26 | -13.06K | 0.80% |
| Alteri Wealth LLC | 76.34K | Jun 30, 26 | -1.51K | 0.75% |
| BANK OF AMERICA CORP /DE/ | 71.06K | Jun 30, 26 | +16.89K | 0.69% |
| Wayfinding Financial, LLC | 59.05K | Jun 30, 26 | -105.16K | 0.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 52.29K | Jun 30, 26 | -2.35K | 0.51% |
| Faithward Advisors, LLC | 49.92K | Jun 30, 26 | -3.83K | 0.49% |
| Stirlingshire Investments, Inc. | 49.51K | Jun 30, 26 | +167 | 0.48% |
| Rossby Financial, LCC | 27.08K | Jun 30, 26 | -- | 0.26% |
| Vantus Wealth LLC | 26.79K | Jun 30, 26 | +26.79K | 0.26% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21.12K | Jun 30, 26 | +3.21K | 0.21% |
| IHT Wealth Management, LLC | 19.83K | Jun 30, 26 | +2.15K | 0.19% |
| Summit Financial, LLC | 18.80K | Jun 30, 26 | -4.42K | 0.18% |
| Empirical Asset Management, LLC | 15.56K | Jun 30, 26 | -945 | 0.15% |
| HARBOUR INVESTMENTS, INC. | 15.36K | Jun 30, 26 | +5.51K | 0.15% |
| Advisory Advocates, LLC | 15.32K | Jun 30, 26 | +15.32K | 0.15% |
| Ethos Financial Group, LLC | 13.57K | Jun 30, 26 | -2 | 0.13% |
| Arax Advisory Partners | 10.39K | Jun 30, 26 | -- | 0.10% |
| Madison Wealth Partners, Inc | 9.81K | Jun 30, 26 | +1.88K | 0.10% |
| VERUS CAPITAL PARTNERS, LLC | 7.88K | Jun 30, 26 | +1.14K | 0.08% |
| Focus Advisor Solutions, LLC | 7.30K | Jun 30, 26 | +1.39K | 0.07% |
| Noble Wealth Partners LLC | 5.52K | Jun 30, 26 | +5.52K | 0.05% |
| Sanctuary Advisors, LLC | 5.40K | Jun 30, 26 | +5.40K | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 2.99K | Jun 30, 26 | -2.39K | 0.03% |
| MERCER GLOBAL ADVISORS INC /ADV | 2.67K | Jun 30, 26 | +2.67K | 0.03% |
| UBS Group AG | 1.74K | Jun 30, 26 | +1.32K | 0.02% |
| Ameritas Advisory Services, LLC | 1.04K | Jun 30, 26 | +1.04K | 0.01% |
| Allworth Financial LP | 994 | Jun 30, 26 | +994 | 0.01% |
| Global Retirement Partners, LLC | 533 | Jun 30, 26 | +533 | 0.01% |
| Luminist Capital LLC | 4 | Jun 30, 26 | +4 | 0.00% |
| MORGAN STANLEY | 1 | Jun 30, 26 | -- | 0.00% |
| TWO SIGMA INVESTMENTS, LP | -- | Jun 30, 26 | -36.50K | -- |
| Private Advisor Group, LLC | -- | Jun 30, 26 | -39.77K | -- |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | -- | Jun 30, 26 | -177 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -28.21K | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -7.06K | -- |
| CreativeOne Wealth, LLC | -- | Jun 30, 26 | -484.73K | -- |
| Heritage Wealth Partners, LLC | 18.23K | Mar 31, 25 | +3.98K | 0.18% |
| Kowal Investment Group, LLC | 488.33K | Sep 30, 24 | +169.45K | 4.77% |
| LifePro Asset Management | 57.94K | Sep 30, 24 | +7.45K | 0.57% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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