ZHDG Institutional Ownership
Zega Buy & Hedge ETF
1W: +0.1%
1M: +0.5%
3M: +1.8%
YTD: +6.9%
1Y: +5.3%
3Y: +47.8%
5Y: +29.8%
$24.02
+0.11 (+0.46%)
Weekly Expected Move ±1.4%
$23
$24
$24
$24
$25
Overview
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Institutional Ownership — ZHDG
17
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
42M
Total Invested
3
New Positions
4
Increased
9
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ZEGA Investments, LLC | 1,002,872 | 24M | -33,511 | -3.2% | 7Q | SEC ↗ |
| 2 | Wealth Watch Advisors, INC | 214,102 | 5M | +6,643 | +3.2% | 3Q | SEC ↗ |
| 3 | Allen Capital Group, LLC | 152,460 | 4M | -16,713 | -9.9% | 14Q | SEC ↗ |
| 4 | Coppell Advisory Solutions LLC NEW | 83,238 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,429 | 1M | +3,883 | +8.2% | 16Q | SEC ↗ |
| 6 | Optivise Advisory Services LLC | 41,471 | 996K | -260 | -0.6% | 9Q | SEC ↗ |
| 7 | Virtue Capital Management, LLC | 40,359 | 969K | -5,438 | -11.9% | 2Q | SEC ↗ |
| 8 | Authentikos Wealth Advisory, LLC | 39,583 | 951K | +6,582 | +19.9% | 3Q | SEC ↗ |
| 9 | Royal Fund Management, LLC | 39,079 | 939K | -2,913 | -6.9% | 11Q | SEC ↗ |
| 10 | CreativeOne Wealth, LLC | 24,168 | 581K | -1,159 | -4.6% | 2Q | SEC ↗ |
| 11 | Nicholas Wealth, LLC. | 21,303 | 512K | -279 | -1.3% | 12Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 19,616 | 471K | +4,419 | +29.1% | 8Q | SEC ↗ |
| 13 | Farther Finance Advisors, LLC NEW | 18,181 | 437K | — | +0.0% | 1Q | SEC ↗ |
| 14 | OLD MISSION CAPITAL LLC | 16,097 | 387K | -15,978 | -49.8% | 3Q | SEC ↗ |
| 15 | GTS SECURITIES LLC NEW | 13,013 | 313K | — | +0.0% | 1Q | SEC ↗ |
| 16 | MORGAN STANLEY | 1 | 0K | — | +0.0% | 3Q | SEC ↗ |
| 17 | UBS Group AG | 0 | 0K | -130 | -100.0% | 9Q | SEC ↗ |
| 18 | WorthPointe, LLC | 0 | 0K | -22,269 | -100.0% | 17Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Coppell Advisory Solutions LLC | 83,238 | 2M |
| Farther Finance Advisors, LLC | 18,181 | 437K |
| GTS SECURITIES LLC | 13,013 | 313K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WorthPointe, LLC | 22,269 | 535K |
| UBS Group AG | 130 | 3K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Wealth Watch Advisors, INC | +6,643 | +3.2% | 214,102 |
| Authentikos Wealth Advisory, LLC | +6,582 | +19.9% | 39,583 |
| JANE STREET GROUP, LLC | +4,419 | +29.1% | 19,616 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +3,883 | +8.2% | 51,429 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ZEGA Investments, LLC | -33,511 | -3.2% | 1,002,872 |
| Allen Capital Group, LLC | -16,713 | -9.9% | 152,460 |
| OLD MISSION CAPITAL LLC | -15,978 | -49.8% | 16,097 |
| Virtue Capital Management, LLC | -5,438 | -11.9% | 40,359 |
| Royal Fund Management, LLC | -2,913 | -6.9% | 39,079 |
| CreativeOne Wealth, LLC | -1,159 | -4.6% | 24,168 |
| Nicholas Wealth, LLC. | -279 | -1.3% | 21,303 |
| Optivise Advisory Services LLC | -260 | -0.6% | 41,471 |