Who owns Zega Buy & Hedge ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ZHDG from SEC Form 13F filings across 16 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.
As of the 2026-06-30 reporting period, 16 institutions disclosed 1.8M shares of Zega Buy & Hedge ETF worth $41.8M — about 118.1% of shares outstanding; the largest disclosed holder is ZEGA Investments, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$41.8M
value, 2026 filers
118.1%
of shares outstanding (1.8M sh)
3
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 ZHDG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | ZEGA Investments, LLC | 1.0M | $23.6M | 2.4% | 66.7% | -3.2% |
| 2 | Wealth Watch Advisors, INC | 214,102 | $5.0M | 1.6% | 14.2% | +3.2% |
| 3 | Allen Capital Group, LLC | 152,460 | $3.6M | 0.3% | 10.1% | -9.9% |
| 4 | Coppell Advisory Solutions LLCNEW | 83,238 | $1.9M | 0.2% | 5.5% | new |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 51,429 | $1.2M | 0.0% | 3.4% | +8.2% |
| 6 | Optivise Advisory Services LLC | 41,471 | $975,925 | 0.5% | 2.8% | -0.6% |
| 7 | Virtue Capital Management, LLC | 40,359 | $949,756 | 0.1% | 2.7% | -11.9% |
| 8 | Authentikos Wealth Advisory, LLC | 39,583 | $931,495 | 0.6% | 2.6% | +19.9% |
| 9 | Royal Fund Management, LLC | 39,079 | $919,648 | 0.1% | 2.6% | -6.9% |
| 10 | CreativeOne Wealth, LLC | 24,168 | $568,738 | 0.0% | 1.6% | -4.6% |
| 11 | Nicholas Wealth, LLC. | 21,303 | $501,317 | 0.3% | 1.4% | -1.3% |
| 12 | JANE STREET GROUP, LLC | 19,616 | $461,617 | 0.0% | 1.3% | +29.1% |
| 13 | Farther Finance Advisors, LLCNEW | 18,181 | $427,837 | 0.0% | 1.2% | new |
| 14 | OLD MISSION CAPITAL LLC | 16,097 | $378,805 | 0.0% | 1.1% | -49.8% |
| 15 | GTS SECURITIES LLCNEW | 13,013 | $306,235 | 0.0% | 0.9% | new |
| 16 | MORGAN STANLEY | 1 | $31 | 0.0% | 0% | 0.0% |
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. Research, not investment advice.