HoldingsChannel.com
On this page, we present all of the funds holding ZALT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ZALT, with a link to that fund's top holdings. The next columns indicate the amount of ZALT stock held by each of the funds holding ZALT, followed by the ZALT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 14 funds holding ZALT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealthquest Corp. For more details on the positions held by Wealthquest Corp (or by any of the other funds holding ZALT), click the fund name in the "Holder" column of the funds-holding-ZALT table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Wealthquest Corp | 860,001 | $22,867 | 12/31/2023 |
| ZALT | 860,001 | $22,867 | 12/31/2023 |
| CRA Financial Services LLC | 158,537 | $4,345 | 03/31/2024 |
| ZALT | 158,537 | $4,345 | 03/31/2024 |
| Advisor Group Holdings Inc. | 145,492 | $3,869 | 12/31/2023 |
| ZALT | 145,492 | $3,869 | 12/31/2023 |
| Commonwealth Equity Services LLC | 99,445 | $2,726 | 03/31/2024 |
| ZALT | 99,445 | $2,726 | 03/31/2024 |
| Comprehensive Financial Consultants Institutional Inc. | 81,375 | $2,230 | 03/31/2024 |
| ZALT | 81,375 | $2,230 | 03/31/2024 |
| D. B. Root & Company LLC | 72,488 | $1,987 | 03/31/2024 |
| ZALT | 72,488 | $1,987 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 67,157 | $1,841 | 03/31/2024 |
| ZALT | 67,157 | $1,841 | 03/31/2024 |
| Advisory Services Network LLC | 58,626 | $1,559 | 12/31/2023 |
| ZALT | 58,626 | $1,559 | 12/31/2023 |
| Capasso Planning Partners LLC | 53,077 | $1,455 | 03/31/2024 |
| ZALT | 53,077 | $1,455 | 03/31/2024 |
| Brookstone Capital Management | 42,871 | $1,175 | 03/31/2024 |
| ZALT | 42,871 | $1,175 | 03/31/2024 |
| Lincoln National Corp | 16,050 | $440 | 03/31/2024 |
| ZALT | 16,050 | $440 | 03/31/2024 |
| Citadel Advisors LLC | 9,002 | $239 | 12/31/2023 |
| ZALT | 9,002 | $239 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 8,079 | $221 | 03/31/2024 |
| ZALT | 8,079 | $221 | 03/31/2024 |
| Harbour Investments Inc. | 908 | $24 | 12/31/2023 |
| ZALT | 908 | $24 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| ZALT | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of ZALT
See Details: Top 10 Hedge Funds Holding ZALT
 Free ZALT Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
