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Institutional Holdings
ZOMDFOwnership Summary
Institutions Holding
9
Total Shares Held
11,485
Total Value Held
$1,149
Quarter
2026-06-30
Active Positions
Increased Positions
0
0 shares
Decreased Positions
0
0 shares
Held Positions
4
10,399 shares
New Positions
2
1,086 shares
Sold Out Positions
3
936,410 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 4,800 | $480 | Unchanged | 0.00% | 2026-06-30 |
| GILL CAPITAL PARTNERS, LLC | 2,719 | $272 | Unchanged | 0.00% | 2026-06-30 |
| HARBOUR INVESTMENTS, INC. | 2,200 | $220 | Unchanged | 0.00% | 2026-06-30 |
| EverSource Wealth Advisors, LLC | 1,000 | $100 | New position | 0.00% | 2026-06-30 |
| Bogart Wealth, LLC | 680 | $68 | Unchanged | 0.00% | 2026-06-30 |
| Farther Finance Advisors, LLC | 86 | $9 | New position | 0.00% | 2026-06-30 |
| Jackson Wealth Management, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Advisory Services Network, LLC | 0 | $0 | Sold out | 2026-06-30 | |
| Sound Income Strategies, LLC | 0 | $0 | Sold out | 2026-06-30 |