Signals

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☆ZHDG

17 in-universe funds with a nonzero position in ZHDG within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23743
Score / z0.000 / -0.02
Consensus3.32 over 7 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 23.6 3.9% 5 -0.2 pp -0.2 pp -0.1 pp +0.5 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 5.0 1.6% 3 -0.2 pp +0.4 pp +1.6 pp +1.6 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 3.6 0.3% 5 -0.0 pp -0.3 pp -0.5 pp -0.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Optivise Advisory Services LLC CIK 0002042876 0.056 227 1.0 0.5% 5 -0.0 pp -0.1 pp -0.2 pp -0.0 pp
☆Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 0.9 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 0.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Wealth, LLC. CIK 0001911391 0.168 127 0.5 0.3% 5 -0.0 pp -0.1 pp -0.4 pp -0.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.3 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WorthPointe, LLC CIK 0001921448 0.605 123 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ZHDG). Qtrs Held counts distinct quarters this fund has actually held ZHDG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ZHDG position size. Δ columns are the percentage-point change in ZHDG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status