ZAUG Institutional Ownership & Shareholders
INNOV EQ PROTECT ETF - 1 AUG (ZAUG) is currently held by 78 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $55.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Archer Investment Corp is currently the largest disclosed institutional shareholder of ZAUG tracked by InsiderSet, reporting ownership valued at approximately $6.83M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.94M, representing an estimated gain of +1.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed ZAUG value among the investors covered in this analysis. Major shareholders include Archer Investment Corp, Truist Financial Corp, Canandaigua National Corp, and several other long-term asset managers with concentrated positions in INNOV EQ PROTECT ETF - 1 AUG (ZAUG).
This page ranks the largest institutional ZAUG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
78
Total Reported Value
$55.12M
Largest Holder
Archer Investment Corp
Largest Position
$6.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
96
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Archer Investment Corp | 1.31% | 248,218 | $6,834,716 | $6,935,782 | +$101,066 | +1.48% | |
| Truist Financial Corp | 0.00% | 144,088 | $4,017,606 | $4,026,150 | +$8,544 | +0.21% | |
| Canandaigua National Corp | 0.34% | 142,234 | $3,787,236 | $3,974,345 | +$187,109 | +4.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 102,210 | $2,814,360 | $2,855,982 | +$41,622 | +1.48% | |
| Kestra Advisory Services, Llc | 0.01% | 89,727 | $2,470,642 | $2,507,179 | +$36,537 | +1.48% | |
| Kfg Wealth Management, Llc | 0.18% | 59,948 | $1,671,530 | $1,675,085 | +$3,555 | +0.21% | |
| Cetera Investment Advisers | 0.00% | 59,040 | $1,625,672 | $1,649,713 | +$24,041 | +1.48% | |
| Brookstone Capital Management | 0.01% | 51,556 | $1,437,536 | $1,440,593 | +$3,057 | +0.21% | |
| Assuredpartners Investment Advisors, Llc | 0.13% | 48,285 | $1,329,532 | $1,349,194 | +$19,662 | +1.48% | |
| Centaurus Financial, Inc. | 0.05% | 47,230 | $1,300,000 | $1,319,715 | +$19,715 | +1.52% | |
| Osaic Holdings, Inc. | 0.00% | 47,112 | $1,297,360 | $1,316,418 | +$19,058 | +1.47% | |
| Insight Wealth Partners, Llc | 0.47% | 43,313 | $1,207,696 | $1,210,265 | +$2,569 | +0.21% | |
| Susquehanna International Group, Llp | 0.00% | 42,397 | $1,167,406 | $1,184,670 | +$17,264 | +1.48% | |
| Evolution Wealth Management Inc. | 0.66% | 41,357 | $1,153,157 | $1,155,610 | +$2,453 | +0.21% | |
| Lineweaver Wealth Advisors, Llc | 0.13% | 40,205 | $1,121,036 | $1,123,420 | +$2,384 | +0.21% | |
| Ausdal Financial Partners, Inc. | 0.04% | 36,241 | $997,900 | $1,012,657 | +$14,757 | +1.48% | |
| Concurrent Investment Advisors, Llc | 0.01% | 34,594 | $964,585 | $966,636 | +$2,051 | +0.21% | |
| Cypress Wealth Services, Llc | 0.10% | 31,526 | $883,516 | $880,909 | -$2,607 | -0.30% | |
| Old Mission Capital Llc | 0.02% | 29,947 | $824,593 | $836,788 | +$12,195 | +1.48% | |
| Integrity Advisory Solutions, Llc | 0.08% | 27,749 | $773,725 | $775,371 | +$1,646 | +0.21% | |
| Advisory Services Network, Llc | 0.01% | 27,103 | $746,284 | $757,320 | +$11,036 | +1.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 26,656 | $745,574 | $744,830 | -$744 | -0.10% | |
| Central Valley Advisors, Llc | 0.20% | 26,290 | $733,045 | $734,603 | +$1,558 | +0.21% | |
| Continuum Advisory, Llc | 0.06% | 26,117 | $719,134 | $729,769 | +$10,635 | +1.48% | |
| Lpl Financial Llc | 0.00% | 23,497 | $646,992 | $656,560 | +$9,568 | +1.48% | |
| Cornerstone Wealth Group, Llc | 0.04% | 23,263 | $640,549 | $650,022 | +$9,473 | +1.48% | |
| Advisornet Financial, Inc | 0.03% | 22,215 | $620,465 | $620,738 | +$273 | +0.04% | |
| Waverly Advisors, Llc | 0.00% | 21,729 | $598,310 | $607,158 | +$8,848 | +1.48% | |
| Raymond James Financial Inc | 0.00% | 21,724 | $598,173 | $607,019 | +$8,846 | +1.48% | |
| Axxcess Wealth Management, Llc | 0.02% | 20,940 | $583,870 | $585,112 | +$1,242 | +0.21% | |
| Forthright Family Wealth Advisory Llc | 0.31% | 20,000 | $550,702 | $558,846 | +$8,144 | +1.48% | |
| Retirement Income Solutions, Inc | 0.09% | 18,821 | $501,143 | $525,902 | +$24,759 | +4.94% | |
| Trek Financial, Llc | 0.02% | 17,206 | $479,755 | $480,775 | +$1,020 | +0.21% | |
| Pinnacle Wealth Management Group, Inc. | 0.21% | 16,410 | $457,560 | $458,533 | +$973 | +0.21% | |
| Beacon Pointe Advisors, Llc | 0.00% | 15,145 | $417,032 | $423,186 | +$6,154 | +1.48% | |
| Fc Advisory Llc | 0.11% | 14,851 | $414,090 | $414,971 | +$881 | +0.21% | |
| Cofg Advisors, Llc | 0.06% | 13,425 | $369,657 | $375,125 | +$5,468 | +1.48% | |
| Farther Finance Advisors, Llc | 0.00% | 12,893 | $359,495 | $360,260 | +$765 | +0.21% | |
| Jpmorgan Chase & Co | 0.00% | 12,990 | $357,485 | $362,970 | +$5,485 | +1.53% | |
| Madrona Financial Services, Llc | 0.06% | 12,810 | $357,181 | $357,941 | +$760 | +0.21% | |
| Mutual Advisors, Llc | 0.01% | 11,471 | $315,855 | $320,526 | +$4,671 | +1.48% | |
| Soltis Investment Advisors Llc | 0.01% | 10,401 | $290,010 | $290,628 | +$618 | +0.21% | |
| Brown Wealth Management, Llc | 0.06% | 10,281 | $286,665 | $287,275 | +$610 | +0.21% | |
| Captrust Financial Advisors | 0.00% | 10,205 | $280,996 | $285,151 | +$4,155 | +1.48% | |
| Stratos Wealth Advisors, Llc | 0.01% | 9,709 | $267,338 | $271,292 | +$3,954 | +1.48% | |
| First Commonwealth Financial Corp | 0.04% | 9,608 | $264,557 | $268,470 | +$3,913 | +1.48% | |
| Fsa Advisors, Inc. | 0.12% | 9,545 | $262,823 | $266,709 | +$3,886 | +1.48% | |
| C2P Capital Advisory Group, Llc D.B.A. Prosperity Capital Advisors | 0.01% | 9,367 | $261,180 | $261,736 | +$556 | +0.21% | |
| Comprehensive Financial Consultants Institutional, Inc. | 0.07% | 9,245 | $257,778 | $258,327 | +$549 | +0.21% | |
| Optima Capital Llc | 0.10% | 9,205 | $256,663 | $257,209 | +$546 | +0.21% |
Frequently asked questions about ZAUG
Who are the largest institutional holders of ZAUG?
The largest institutional holders of ZAUG reported in the latest SEC Form 13F filings include Archer Investment Corp, Truist Financial Corp, Canandaigua National Corp, Commonwealth Equity Services, Llc, and Kestra Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported ZAUG position.
What is ZAUG institutional ownership?
This page tracks ZAUG positions reported by institutional investment managers through SEC Form 13F. INNOV EQ PROTECT ETF - 1 AUG (ZAUG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZAUG?
InsiderSet currently tracks 78 institutional managers reporting ZAUG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ZAUG shareholders.
How much ZAUG stock do institutions own?
Institutional investment managers disclosed approximately $55.12M in ZAUG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZAUG institutional ownership last updated?
The latest ZAUG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ZAUG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ZAUG position after the reporting date.
Are institutions buying or selling ZAUG?
Institutional buying and selling can be analyzed by comparing ZAUG positions across consecutive 13F reporting periods. InsiderSet's ZAUG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZAUG ownership changes.
How has ZAUG institutional ownership changed over time?
InsiderSet tracks ZAUG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.