ZEGA BUY AND HEDGE ETF (ZHDG) Institutional Shareholders
ZEGA BUY AND HEDGE ETF (ZHDG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $41.80M in ZHDG holdings during the latest filing period.
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 $23.86M, representing an estimated gain of +1.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 95% of the total disclosed ZHDG value among the investors covered in this analysis. Major shareholders include Zega Investments, Llc, Wealth Watch Advisors, Inc, Allen Capital Group, 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
$41.80M
Largest Holder
Zega Investments, Llc
Largest Position
$23.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
18
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 | $23,858,726 | +$258,439 | +1.10% | |
| Wealth Watch Advisors, Inc | 1.64% | 214,102 | $5,038,399 | $5,093,572 | +$55,173 | +1.10% | |
| Allen Capital Group, Llc | 0.29% | 152,460 | $3,587,795 | $3,627,084 | +$39,289 | +1.10% | |
| Coppell Advisory Solutions Llc | 0.16% | 83,238 | $1,940,694 | $1,980,265 | +$39,571 | +2.04% | |
| Susquehanna International Group, Llp | 0.00% | 51,429 | $1,210,263 | $1,223,516 | +$13,253 | +1.10% | |
| Optivise Advisory Services Llc | 0.50% | 41,471 | $975,925 | $986,612 | +$10,687 | +1.10% | |
| Virtue Capital Management, Llc | 0.13% | 40,359 | $949,756 | $960,157 | +$10,401 | +1.10% | |
| Authentikos Wealth Advisory, Llc | 0.59% | 39,583 | $931,495 | $941,695 | +$10,200 | +1.10% | |
| Royal Fund Management, Llc | 0.08% | 39,079 | $919,648 | $929,705 | +$10,057 | +1.09% | |
| Creativeone Wealth, Llc | 0.01% | 24,168 | $568,738 | $574,966 | +$6,228 | +1.10% | |
| Nicholas Wealth, Llc. | 0.27% | 21,303 | $501,317 | $506,807 | +$5,490 | +1.10% | |
| Jane Street Group, Llc | 0.00% | 19,616 | $461,617 | $466,672 | +$5,055 | +1.10% | |
| Farther Finance Advisors, Llc | 0.00% | 18,181 | $427,837 | $432,533 | +$4,696 | +1.10% | |
| Old Mission Capital Llc | 0.01% | 16,097 | $378,805 | $382,954 | +$4,149 | +1.10% | |
| Gts Securities Llc | 0.01% | 13,013 | $306,235 | $309,584 | +$3,349 | +1.09% | |
| Morgan Stanley | 0.00% | 1 | $31 | $24 | -$7 | -23.26% |
Frequently asked questions about ZHDG
Who owns the most ZHDG stock?
The largest holders of ZHDG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ZEGA BUY AND HEDGE ETF (ZHDG).
Is ZHDG widely held by superinvestors?
Many widely followed stocks like ZHDG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ZHDG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.