ZNOV Institutional Ownership & Shareholders
INVTR EQU DE PR ETF - 1 YR N (ZNOV) is currently held by 72 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $59.87M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Cwm, Llc is currently the largest disclosed institutional shareholder of ZNOV tracked by InsiderSet, reporting ownership valued at approximately $3.87M in its March 31, 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 $4.10M, representing an estimated gain of +5.91% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed ZNOV value among the investors covered in this analysis. Major shareholders include Cwm, Llc, Signal Advisors Wealth, Llc, Triad Wealth Partners, Llc, and several other long-term asset managers with concentrated positions in INVTR EQU DE PR ETF - 1 YR N (ZNOV).
This page ranks the largest institutional ZNOV 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
72
Total Reported Value
$59.87M
Largest Holder
Cwm, Llc
Largest Position
$3.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Cwm, Llc | 0.01% | 145,667 | $3,867,459 | $4,096,156 | +$228,697 | +5.91% | |
| Signal Advisors Wealth, Llc | 0.16% | 130,524 | $3,644,230 | $3,670,335 | +$26,105 | +0.72% | |
| Triad Wealth Partners, Llc | 0.20% | 126,747 | $3,538,774 | $3,564,126 | +$25,352 | +0.72% | |
| Truist Financial Corp | 0.00% | 121,884 | $3,403,001 | $3,427,378 | +$24,377 | +0.72% | |
| Alpine Bank Wealth Management | 0.41% | 113,000 | $3,154,960 | $3,177,560 | +$22,600 | +0.72% | |
| Lord & Richards Wealth Management, Llc | 2.36% | 110,842 | $3,094,709 | $3,116,877 | +$22,168 | +0.72% | |
| Harbour Investments, Inc. | 0.04% | 100,175 | $2,750,785 | $2,816,921 | +$66,136 | +2.40% | |
| Commonwealth Equity Services, Llc | 0.00% | 81,373 | $2,271,930 | $2,288,209 | +$16,279 | +0.72% | |
| Orion Porfolio Solutions, Llc | 0.02% | 72,658 | $1,995,174 | $2,043,143 | +$47,969 | +2.40% | |
| Susquehanna International Group, Llp | 0.00% | 67,529 | $1,854,333 | $1,898,915 | +$44,582 | +2.40% | |
| Lineweaver Wealth Advisors, Llc | 0.21% | 63,452 | $1,771,580 | $1,784,270 | +$12,690 | +0.72% | |
| Envestnet Asset Management Inc | 0.00% | 63,090 | $1,732,439 | $1,774,091 | +$41,652 | +2.40% | |
| Kestra Advisory Services, Llc | 0.00% | 55,537 | $1,550,593 | $1,561,700 | +$11,107 | +0.72% | |
| Encompass More Asset Management | 0.20% | 51,097 | $1,426,628 | $1,436,848 | +$10,220 | +0.72% | |
| Syon Capital Llc | 0.06% | 48,765 | $1,339,077 | $1,371,272 | +$32,195 | +2.40% | |
| Raymond James Financial Inc | 0.00% | 48,109 | $1,321,063 | $1,352,825 | +$31,762 | +2.40% | |
| Prostatis Group Llc | 0.28% | 43,908 | $1,205,717 | $1,234,693 | +$28,976 | +2.40% | |
| Old Mission Capital Llc | 0.03% | 40,997 | $1,125,769 | $1,152,836 | +$27,067 | +2.40% | |
| Osaic Holdings, Inc. | 0.00% | 40,201 | $1,103,919 | $1,130,452 | +$26,533 | +2.40% | |
| Advisornet Financial, Inc | 0.04% | 34,521 | $968,148 | $970,731 | +$2,583 | +0.27% | |
| Brookstone Capital Management | 0.01% | 31,857 | $889,447 | $895,819 | +$6,372 | +0.72% | |
| Cetera Investment Advisers | 0.00% | 31,572 | $866,961 | $887,805 | +$20,844 | +2.40% | |
| Summit Wealth Partners, Llc | 0.12% | 30,594 | $840,105 | $860,303 | +$20,198 | +2.40% | |
| Authentikos Wealth Advisory, Llc | 0.48% | 27,575 | $757,204 | $775,409 | +$18,205 | +2.40% | |
| Kfg Wealth Management, Llc | 0.08% | 26,457 | $738,679 | $743,971 | +$5,292 | +0.72% | |
| Central Valley Advisors, Llc | 0.17% | 22,503 | $628,284 | $632,784 | +$4,500 | +0.72% | |
| Concurrent Investment Advisors, Llc | 0.00% | 21,240 | $593,028 | $597,269 | +$4,241 | +0.72% | |
| Lpl Financial Llc | 0.00% | 21,144 | $580,610 | $594,569 | +$13,959 | +2.40% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 20,914 | $574,294 | $588,102 | +$13,808 | +2.40% | |
| Atria Investments, Inc | 0.01% | 19,581 | $546,702 | $550,618 | +$3,916 | +0.72% | |
| Canandaigua National Corp | 0.05% | 19,825 | $526,354 | $557,479 | +$31,125 | +5.91% | |
| Axxcess Wealth Management, Llc | 0.02% | 18,838 | $525,957 | $529,725 | +$3,768 | +0.72% | |
| Trek Financial, Llc | 0.02% | 16,041 | $447,865 | $451,073 | +$3,208 | +0.72% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,692 | $383,863 | $385,019 | +$1,156 | +0.30% | |
| Farther Finance Advisors, Llc | 0.00% | 13,503 | $376,996 | $379,704 | +$2,708 | +0.72% | |
| Cassady Wealth & Retirement Planning, Llc | 0.17% | 13,332 | $366,094 | $374,896 | +$8,802 | +2.40% | |
| Jpmorgan Chase & Co | 0.00% | 13,208 | $362,031 | $371,409 | +$9,378 | +2.59% | |
| Chris Bulman Inc | 0.12% | 12,705 | $354,724 | $357,265 | +$2,541 | +0.72% | |
| Marshall Financial Group, Llc | 0.05% | 12,582 | $345,504 | $353,806 | +$8,302 | +2.40% | |
| Archer Investment Corp | 0.07% | 12,448 | $341,819 | $350,038 | +$8,219 | +2.40% | |
| Nicholas Wealth, Llc. | 0.16% | 11,099 | $309,884 | $312,104 | +$2,220 | +0.72% | |
| Legacy Capital Wealth Partners, Llc | 0.06% | 10,392 | $290,145 | $292,223 | +$2,078 | +0.72% | |
| Ausdal Financial Partners, Inc. | 0.01% | 10,454 | $287,065 | $293,966 | +$6,901 | +2.40% | |
| Mml Investors Services, Llc | 0.00% | 10,284 | $282,397 | $289,186 | +$6,789 | +2.40% | |
| Fsa Advisors, Inc. | 0.13% | 10,058 | $276,191 | $282,831 | +$6,640 | +2.40% | |
| Creative Planning | 0.00% | 9,358 | $261,275 | $263,147 | +$1,872 | +0.72% | |
| World Investment Advisors | 0.00% | 9,414 | $249,942 | $264,722 | +$14,780 | +5.91% | |
| Inspire Advisors, Llc | 0.02% | 8,961 | $246,067 | $251,983 | +$5,916 | +2.40% | |
| Gwn Securities Inc. | 0.04% | 8,174 | $224,458 | $229,853 | +$5,395 | +2.40% | |
| Spire Wealth Management | 0.01% | 8,027 | $224,101 | $225,719 | +$1,618 | +0.72% |
Frequently asked questions about ZNOV
Who are the largest institutional holders of ZNOV?
The largest institutional holders of ZNOV reported in the latest SEC Form 13F filings include Cwm, Llc, Signal Advisors Wealth, Llc, Triad Wealth Partners, Llc, Truist Financial Corp, and Alpine Bank Wealth Management. InsiderSet ranks institutional holders by their latest reported ZNOV position.
What is ZNOV institutional ownership?
This page tracks ZNOV positions reported by institutional investment managers through SEC Form 13F. INVTR EQU DE PR ETF - 1 YR N (ZNOV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZNOV?
InsiderSet currently tracks 72 institutional managers reporting ZNOV 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 ZNOV shareholders.
How much ZNOV stock do institutions own?
Institutional investment managers disclosed approximately $59.87M in ZNOV holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZNOV institutional ownership last updated?
The latest ZNOV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 ZNOV 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 ZNOV position after the reporting date.
Are institutions buying or selling ZNOV?
Institutional buying and selling can be analyzed by comparing ZNOV positions across consecutive 13F reporting periods. InsiderSet's ZNOV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZNOV ownership changes.
How has ZNOV institutional ownership changed over time?
InsiderSet tracks ZNOV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.