13F QoQ Ownership Changes
ZOMDF Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 0 added · 5 reduced · 4 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 10 | +10 | $1 | +$1 | — |
Reduced(5)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Jackson Wealth Management, LLC | 639,510 | 0 | $65.0K | +$15.0K | 0.0% |
| Advisory Services Network, LLC | 294,100 | -2,676 | $29.9K | +$6.5K | -0.9% |
| CoreCap Advisors, LLC | 4,800 | 0 | $488 | +$109 | 0.0% |
| Sound Income Strategies, LLC | 1,000 | 0 | $131 | +$63 | 0.0% |
| Bogart Wealth, LLC | 180 | 0 | $18 | +$4 | 0.0% |
Sold Out(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 0 | -11,300 | $0 | -$892 | — |
| Triumph Capital Management | 0 | -3,300 | $0 | -$260 | — |
| Rossby Financial, LCC | 0 | -100 | $0 | -$8 | — |
| HANTZ FINANCIAL SERVICES, INC. | 0 | -7,612 | $0 | -$1 | — |