Who owns ZFEBWhat ZFEB owns — n/a

Who owns ZFEB?

Institutional ownership of ZFEB from SEC Form 13F filings across 80 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

13F holders

$70.3M

value, 2026 filers

2.9M

shares disclosed

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ZFEB's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Trek Financial, LLC	325,047	$8.4M	0.4%	—	-2.5%
2	COMMONWEALTH EQUITY SERVICES, LLC	187,221	$4.9M	0.0%	—	-12.4%
3	RAYMOND JAMES FINANCIAL INC	157,751	$4.1M	0.0%	—	-2.3%
4	Cambridge Investment Research Advisors, Inc.	151,792	$3,944	0.0%	—	+78.0%
5	HARBOUR INVESTMENTS, INC.	124,394	$3.2M	0.0%	—	-0.3%
6	TRUIST FINANCIAL CORP	122,052	$3.2M	0.0%	—	0.0%
7	MML INVESTORS SERVICES, LLC	111,283	$2.9M	0.0%	—	+3.4%
8	Cetera Investment Advisers	100,415	$2.6M	0.0%	—	+3.4%
9	Ameritas Advisory Services, LLC	99,771	$2.6M	0.1%	—	+138.9%
10	NovaPoint Capital, LLC	85,026	$2.2M	0.5%	—	-47.2%
11	Kestra Advisory Services, LLC	79,353	$2.1M	0.0%	—	-30.9%
12	LPL Financial LLC	74,397	$1.9M	0.0%	—	+97.6%
13	ENVESTNET ASSET MANAGEMENT INC	69,143	$1.8M	0.0%	—	-37.0%
14	Integrity Advisory Solutions, LLC	67,492	$1.8M	0.2%	—	+3.6%
15	OSAIC HOLDINGS, INC.	59,599	$1.5M	0.0%	—	+6.4%
16	Ashton Thomas Private Wealth, LLC	58,001	$1.5M	0.0%	—	+0.5%
17	HighTower Advisors, LLC	46,940	$1.2M	0.0%	—	0.0%
18	Heck Capital Advisors, LLC	44,700	$1.2M	0.1%	—	0.0%
19	NewEdge Advisors, LLC	43,787	$1.1M	0.0%	—	0.0%
20	Cerity Partners LLCNEW	40,889	$1.1M	0.0%	—	new
21	Summit Wealth Partners, LLC	38,112	$990,340	0.1%	—	+1.0%
22	INDEPENDENT FINANCIAL GROUP, LLC	36,766	$955,365	0.0%	—	-57.6%
23	AssuredPartners Investment Advisors, LLC	35,207	$914,854	0.1%	—	0.0%
24	Brookstone Capital Management	32,528	$845,240	0.0%	—	-1.4%
25	Archer Investment Corp	30,228	$785,474	0.2%	—	-13.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.