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Zega BUY and Hedge ETF (ZHDG)

CUSIP: 886364660 | NYSE | 33 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Zega Investments, LLC710,690
1.9% of portfolio›$17.0M
Virtue Capital Management, LLC152,285
0.5% of portfolio›$3.6M
Allen Capital Group, LLC143,415
0.3% of portfolio›$3.4M
Optivise Advisory Services LLC41,696
0.5% of portfolio›$996.6K
Royal Fund Management, LLC40,314
0.1% of portfolio›$963.6K
Nicholas Wealth, Llc.21,303
0.3% of portfolio›$509.2K
Farther Finance Advisors, LLC14,942
0.0% of portfolio›$357.1K
StyleTurnoverLocationFiled
Zega Investments, LLC
710,690$17.0M1.9%GrowthMediumPalm Beach Gardens, FL2026-11-04
Virtue Capital Management, LLC
152,285$3.6M0.5%GrowthHighBrentwood, TN2026-10-29
Allen Capital Group, LLC
143,415$3.4M0.3%CoreLowGrand Island, NE2026-10-27
Optivise Advisory Services LLC
41,696$996.6K0.5%ETFMediumFranklin, TN2026-10-19
Royal Fund Management, LLC
40,314$963.6K0.1%GrowthMediumLady Lake, FL2026-10-22
Nicholas Wealth, Llc.
21,303$509.2K0.3%GrowthMediumMarietta, GA2026-10-26
Farther Finance Advisors, LLC
14,942$357.1K0.0%IndexLowSan Francisco, CA2026-10-08