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Funds Holding ZECP

On this page, we present all of the funds holding ZECP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding ZECP, with a link to that fund's top holdings. The next columns indicate the amount of ZECP stock held by each of the funds holding ZECP, followed by the ZECP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 19 funds holding ZECP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Menard Financial Group LLC. For more details on the positions held by Menard Financial Group LLC (or by any of the other funds holding ZECP), click the fund name in the "Holder" column of the funds-holding-ZECP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Menard Financial Group LLC728,529$19,029 12/31/2023
     ZECP728,529$19,029 12/31/2023
Advisory Services Network LLC385,152$10,060 12/31/2023
     ZECP385,152$10,060 12/31/2023
Wayfinding Financial LLC343,415$8,969 12/31/2023
     ZECP343,415$8,969 12/31/2023
Accurate Wealth Management LLC255,012$6,842 03/31/2024
     ZECP255,012$6,842 03/31/2024
Kowal Investment Group LLC123,070$3,458 03/31/2024
     ZECP123,070$3,458 03/31/2024
Arete Wealth Advisors LLC130,058$3,397 12/31/2023
     ZECP130,058$3,397 12/31/2023
Private Advisor Group LLC73,245$2,058 03/31/2024
     ZECP73,245$2,058 03/31/2024
LifePro Asset Management47,118$1,324 03/31/2024
     ZECP47,118$1,324 03/31/2024
Continental Investors Services Inc.30,686$802 12/31/2023
     ZECP30,686$802 12/31/2023
Ethos Financial Group LLC19,372$506 12/31/2023
     ZECP19,372$506 12/31/2023
Ignite Planners LLC15,213$426 03/31/2024
     ZECP15,213$426 03/31/2024
Eqis Capital Management Inc.11,702$306 12/31/2023
     ZECP11,702$306 12/31/2023
GTS Securities LLC7,875$206 12/31/2023
     ZECP7,875$206 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC3,529$99 03/31/2024
     ZECP3,529$99 03/31/2024
Raleigh Capital Management Inc.2,639$69 12/31/2023
     ZECP2,639$69 12/31/2023
Harbour Investments Inc.400$10 12/31/2023
     ZECP400$10 12/31/2023
UBS Group AG199$5 12/31/2023
     ZECP199$5 12/31/2023
Proequities Inc.0$0 03/31/2024
     ZECP0$0 03/31/2024
DHJJ Financial Advisors Ltd.2$0 03/31/2024
     ZECP2$0 03/31/2024
Morgan Stanley2$0 12/31/2023
     ZECP2$0 12/31/2023

See Summary: Institutional Holders of ZECP
See Details: Top 10 Hedge Funds Holding ZECP
Also See: ZECP Holdings Changes

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