ZFEB

Inotr Eq Def Pr ETF - 1 Yr F

+$21.9M

Net Activity

Institutions Holding

98

Popularity Rank

#4488

Avg Weight

0.13%

Total Value

$88.5M

Ownership Trend

98 institutions currently hold ZFEB, with 60 net buyers and 19 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

19

Net Buying Institutions

60

Key Holders

Key Holders

Top 5 by Value

TF
Trek Financial, LLC
$8.5M
CE
Commonwealth Equity Services, LLC
$5.4M
RJ
Raymond James Financial INC
$4.1M
NC
NovaPoint Capital, LLC
$4.1M
HI
Harbour Investments, INC.
$3.2M

Top 5 by Conviction

BW
Blossom Wealth Management
3.19%
PW
Peak Wealth Management LLC
1.26%
NC
NovaPoint Capital, LLC
1.02%
AP
Atlantic Private Wealth, LLC
0.52%
TF
Trek Financial, LLC
0.45%
View all 98 holding institutions

Quarterly Activity

Recent Activity

+$68.5M

Total Buy Value

$16.7M

Total Sell Value

New buy27
Trim15
Add33
Sold out4

60

Net Buyers

19

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding INOTR EQ DEF PR ETF - 1 YR F (ZFEB)?
Major stakeholders currently include Trek Financial, LLC ($8.5M), Commonwealth Equity Services, LLC ($5.4M), Raymond James Financial INC ($4.1M). Based on the latest 13F filings, there are a total of 98 tracked investment funds and institutions maintaining positions in ZFEB.
What is the overall institutional sentiment toward ZFEB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $21.9M, driven by 60 managers accumulating shares while 19 reduced their exposure.
Which institutions have been selling or reducing their ZFEB positions?
In the latest period, 15 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $16.7M.
Are there any notable investors adding ZFEB to their portfolios?
Yes, buying activity remains notable. 27 institutions opened new positions in {ticker}, and 33 existing holders added to their shares. The total reported buy value for the quarter amounted to $68.5M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail