ZHDG Institutional Ownership & Shareholders
ZEGA BUY AND HEDGE ETF (ZHDG) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $37.72M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Zega Investments, Llc is currently the largest disclosed institutional shareholder of ZHDG tracked by InsiderSet, reporting ownership valued at approximately $23.60M 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 $23.70M, representing an estimated gain of +0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed ZHDG value among the investors covered in this analysis. Major shareholders include Zega Investments, Llc, Wealth Watch Advisors, Inc, Virtue Capital Management, Llc, and several other long-term asset managers with concentrated positions in ZEGA BUY AND HEDGE ETF (ZHDG).
This page ranks the largest institutional ZHDG 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
16
Total Reported Value
$37.72M
Largest Holder
Zega Investments, Llc
Largest Position
$23.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Zega Investments, Llc | 3.94% | 1,002,872 | $23,600,287 | $23,702,479 | +$102,192 | +0.43% | |
| Wealth Watch Advisors, Inc | 1.64% | 214,102 | $5,038,399 | $5,060,215 | +$21,816 | +0.43% | |
| Virtue Capital Management, Llc | 0.47% | 152,285 | $3,639,914 | $3,599,195 | -$40,719 | -1.12% | |
| Allen Capital Group, Llc | 0.28% | 143,415 | $3,427,905 | $3,389,556 | -$38,349 | -1.12% | |
| Coppell Advisory Solutions Llc | 0.16% | 83,238 | $1,940,694 | $1,967,297 | +$26,603 | +1.37% | |
| Susquehanna International Group, Llp | 0.00% | 51,429 | $1,210,263 | $1,215,504 | +$5,241 | +0.43% | |
| Optivise Advisory Services Llc | 0.49% | 41,696 | $996,618 | $985,468 | -$11,150 | -1.12% | |
| Royal Fund Management, Llc | 0.08% | 40,314 | $963,599 | $952,805 | -$10,794 | -1.12% | |
| Authentikos Wealth Advisory, Llc | 0.59% | 39,583 | $931,495 | $935,528 | +$4,033 | +0.43% | |
| Creativeone Wealth, Llc | 0.01% | 24,168 | $568,738 | $571,201 | +$2,463 | +0.43% | |
| Nicholas Wealth, Llc. | 0.27% | 21,303 | $509,184 | $503,488 | -$5,696 | -1.12% | |
| Jane Street Group, Llc | 0.00% | 19,616 | $461,617 | $463,616 | +$1,999 | +0.43% | |
| Old Mission Capital Llc | 0.01% | 16,097 | $378,805 | $380,446 | +$1,641 | +0.43% | |
| Farther Finance Advisors, Llc | 0.00% | 14,942 | $357,133 | $353,148 | -$3,985 | -1.12% | |
| Gts Securities Llc | 0.01% | 13,013 | $306,235 | $307,557 | +$1,322 | +0.43% | |
| Morgan Stanley | 0.00% | 1 | $31 | $24 | -$7 | -23.76% |
Frequently asked questions about ZHDG
Who are the largest institutional holders of ZHDG?
The largest institutional holders of ZHDG reported in the latest SEC Form 13F filings include Zega Investments, Llc, Wealth Watch Advisors, Inc, Virtue Capital Management, Llc, Allen Capital Group, Llc, and Coppell Advisory Solutions Llc. InsiderSet ranks institutional holders by their latest reported ZHDG position.
What is ZHDG institutional ownership?
This page tracks ZHDG positions reported by institutional investment managers through SEC Form 13F. ZEGA BUY AND HEDGE ETF (ZHDG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZHDG?
InsiderSet currently tracks 16 institutional managers reporting ZHDG 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 ZHDG shareholders.
How much ZHDG stock do institutions own?
Institutional investment managers disclosed approximately $37.72M in ZHDG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZHDG institutional ownership last updated?
The latest ZHDG 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 ZHDG 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 ZHDG position after the reporting date.
Are institutions buying or selling ZHDG?
Institutional buying and selling can be analyzed by comparing ZHDG positions across consecutive 13F reporting periods. InsiderSet's ZHDG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZHDG ownership changes.
How has ZHDG institutional ownership changed over time?
InsiderSet tracks ZHDG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.