— Know what they know.
Not Investment Advice

ZAP Institutional Ownership

Global X - U.S. Electrification ETF
1W: +1.1% 1M: -1.1% 3M: -9.1% YTD: +4.6%
$30.96
+0.26 (+0.84%)
 
Weekly Expected Move ±2.6%
$29 $30 $31 $32 $33
ETF NASDAQ · AUM $276.1M

Institutional Ownership — ZAP

100
Institutional Holders
+26 vs prior quarter
0.0%
Ownership
+0.00pp
244M
Total Invested
30
New Positions
37
Increased
21
Reduced
6
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (104 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 1,387,909 $43M +159,809 +13.0% 5Q SEC ↗
2 LPL Financial LLC 1,135,084 $35M +399,135 +54.2% 5Q SEC ↗
3 Bensler, LLC 886,781 $27M +23,278 +2.7% 4Q SEC ↗
4 Savvy Advisors, Inc. 400,321 $12M +75,227 +23.1% 4Q SEC ↗
5 UBS Group AG 388,450 $12M +38,521 +11.0% 4Q SEC ↗
6 MML INVESTORS SERVICES, LLC 282,717 $9M +71,730 +34.0% 3Q SEC ↗
7 Mirae Asset Global Investments Co., Lt 251,000 $8M +51,000 +25.5% 4Q SEC ↗
8 SCOTIA CAPITAL INC. NEW 224,024 $7M — +0.0% 1Q SEC ↗
9 Humankind Investments LLC 200,000 $6M — +0.0% 2Q SEC ↗
10 FLYNN ZITO CAPITAL MANAGEMENT, LLC 194,375 $6M +46,185 +31.2% 2Q SEC ↗
11 Sterling Manor Financial, LLC NEW 135,793 $4M — +0.0% 1Q SEC ↗
12 OVERSEA-CHINESE BANKING Corp Ltd 132,540 $4M -30 -0.0% 2Q SEC ↗
13 Cetera Investment Advisers 123,435 $4M +35,214 +39.9% 3Q SEC ↗
14 RAYMOND JAMES FINANCIAL INC 117,442 $4M +76,364 +185.9% 5Q SEC ↗
15 First International Bank of Israel Ltd 96,800 $3M +30,800 +46.7% 4Q SEC ↗
16 ENVESTNET ASSET MANAGEMENT INC 92,316 $3M +8,803 +10.5% 3Q SEC ↗
17 BLAIR WILLIAM & CO/IL 89,197 $3M +5,037 +6.0% 5Q SEC ↗
18 Systelligence, LLC 80,703 $2M +5,523 +7.3% 4Q SEC ↗
19 CITADEL ADVISORS LLC 60,889 $2M +2,938 +5.1% 3Q SEC ↗
20 ROYAL BANK OF CANADA 58,243 $2M +17,696 +43.6% 4Q SEC ↗
21 Midwest Financial Partners Investments 57,755 $2M +2,809 +5.1% 3Q SEC ↗
22 Private Advisor Group, LLC 56,387 $2M +21,699 +62.6% 3Q SEC ↗
23 OSAIC HOLDINGS, INC. 56,102 $2M +28,304 +101.8% 5Q SEC ↗
24 SMITH, MOORE & CO. 51,825 $2M +5,466 +11.8% 4Q SEC ↗
25 Keystone Financial Group 50,287 $2M +15,772 +45.7% 3Q SEC ↗
26 OPPENHEIMER & CO INC 40,789 $1M +14,842 +57.2% 4Q SEC ↗
27 COMMONWEALTH EQUITY SERVICES, LLC 38,318 $1M -43,752 -53.3% 2Q SEC ↗
28 Lionhunter Capital Management, LLC NEW 37,000 $1M — +0.0% 1Q SEC ↗
29 CreativeOne Wealth, LLC 29,977 $928K -3,248 -9.8% 2Q SEC ↗
30 STIFEL FINANCIAL CORP 28,504 $883K +5,382 +23.3% 3Q SEC ↗
31 Advisory Services Network, LLC 26,762 $829K +14,974 +127.0% 2Q SEC ↗
32 RFG Advisory, LLC 21,763 $674K — +0.0% 2Q SEC ↗
33 Trilogy Capital Inc. 21,221 $657K +2,171 +11.4% 4Q SEC ↗
34 HighTower Advisors, LLC 20,665 $640K +13,196 +176.7% 4Q SEC ↗
35 INDEPENDENT FINANCIAL GROUP, LLC NEW 20,598 $638K — +0.0% 1Q SEC ↗
36 Inspire Advisors, LLC 19,938 $617K -727 -3.5% 6Q SEC ↗
37 Retirement Planning Group, LLC 17,270 $535K +4,255 +32.7% 2Q SEC ↗
38 MORGAN STANLEY NEW 14,400 $446K — +0.0% 1Q SEC ↗
39 APS Management Group, Inc. 14,128 $437K +1,193 +9.2% 4Q SEC ↗
40 KESTRA PRIVATE WEALTH SERVICES, LLC 12,922 $400K +2,667 +26.0% 2Q SEC ↗
41 Cambridge Investment Research Advisors 10,855 $336K +2,955 +37.4% 2Q SEC ↗
42 NWF Advisory Services Inc. NEW 10,750 $333K — +0.0% 1Q SEC ↗
43 Ausdal Financial Partners, Inc. NEW 10,441 $323K — +0.0% 1Q SEC ↗
44 CARLSON FINANCIAL, INC. NEW 9,854 $305K — +0.0% 1Q SEC ↗
45 J. Mark Nickell & Co. NEW 8,870 $275K — +0.0% 1Q SEC ↗
46 Peck Wealth Management, LLC NEW 8,750 $271K — +0.0% 1Q SEC ↗
47 IFP Advisors, Inc 8,645 $268K -79 -0.9% 5Q SEC ↗
48 World Investment Advisors NEW 8,256 $256K — +0.0% 1Q SEC ↗
49 Sage Capital Management, LLC 8,210 $254K — +0.0% 4Q SEC ↗
50 HARBOUR INVESTMENTS, INC. 7,564 $234K +1,771 +30.6% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +399,135 +54.2% 1,135,084
BANK OF AMERICA CORP /DE +159,809 +13.0% 1,387,909
RAYMOND JAMES FINANCIAL INC +76,364 +185.9% 117,442
Savvy Advisors, Inc. +75,227 +23.1% 400,321
MML INVESTORS SERVICES, LLC +71,730 +34.0% 282,717
Mirae Asset Global Investments Co., +51,000 +25.5% 251,000
FLYNN ZITO CAPITAL MANAGEMENT, LLC +46,185 +31.2% 194,375
UBS Group AG +38,521 +11.0% 388,450
Cetera Investment Advisers +35,214 +39.9% 123,435
First International Bank of Israel +30,800 +46.7% 96,800
OSAIC HOLDINGS, INC. +28,304 +101.8% 56,102
Bensler, LLC +23,278 +2.7% 886,781
Private Advisor Group, LLC +21,699 +62.6% 56,387
ROYAL BANK OF CANADA +17,696 +43.6% 58,243
Keystone Financial Group +15,772 +45.7% 50,287
Advisory Services Network, LLC +14,974 +127.0% 26,762
OPPENHEIMER & CO INC +14,842 +57.2% 40,789
HighTower Advisors, LLC +13,196 +176.7% 20,665
ENVESTNET ASSET MANAGEMENT INC +8,803 +10.5% 92,316
Systelligence, LLC +5,523 +7.3% 80,703
Biggest Decreases (15)
HolderReducedChange %Total Shares
COMMONWEALTH EQUITY SERVICES, LLC -43,752 -53.3% 38,318
SUSQUEHANNA INTERNATIONAL GROUP, LL -6,082 -49.4% 6,242
Farther Finance Advisors, LLC -4,887 -39.6% 7,452
CreativeOne Wealth, LLC -3,248 -9.8% 29,977
Corient Private Wealth LP -1,143 -14.8% 6,573
Joseph P. Lucia & Associates, LLC -733 -9.9% 6,688
Inspire Advisors, LLC -727 -3.5% 19,938
Glass Jacobson Investment Advisors -716 -67.0% 352
NewEdge Advisors, LLC -256 -14.7% 1,484
PNC Financial Services Group, Inc. -241 -43.2% 317
GeoWealth Management, LLC -234 -4.4% 5,093
IFP Advisors, Inc -79 -0.9% 8,645
HAZLETT, BURT & WATSON, INC. -30 -1.7% 1,710
OVERSEA-CHINESE BANKING Corp Ltd -30 -0.0% 132,540
Horizon Investments, LLC -13 -50.0% 13

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms