Who owns ZHGIIX?
Institutional ownership of ZHGIIX from SEC Form 13F filings across 3 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.
3
13F holders
$3.5M
value, 2026 filers
884,557
shares disclosed
1
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 ZHGIIX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Ascentis Wealth Management, LLC | 792,972 | $2.6M | 0.4% | — | +699.0% |
| 2 | Wealthspire Advisors, LLCNEW | 70,429 | $690,909 | 0.0% | — | new |
| 3 | Ascentis Independent Advisors | 21,156 | $207,556 | 0.0% | — | -64.6% |
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.