Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders:13
Total Value:$10,716,171
Total Shares:399,040
Institutional Ownership Trend
8 quarters
Holder Concentration
Across 13 13F filers
· Δ vs Jun 30, 2026
Top Holder
29.1%
+21.7 pts
Top 5
84.9%
+57.6 pts
Top 10
98.6%
+53.6 pts
HHI
1,915
Moderately concentrated+1,628
Who Holds ZDEK
Last 8 quarters through Sep 30, 2026 (filing window open)
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026, the newest closed quarter:
85 filers,
like-for-like change -7.3%; actively managed books -7.2%; index-like books -13.0%.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
60.3%
57
-6.0%
2
3
Bank
1.2%
3
+1.6%
1
0
Broker-dealer
1.6%
1
+253.8%
0
0
Holding company
5.4%
2
+6.8%
0
0
Unknown
31.6%
22
-15.0%
1
4
Style
Share
Filers
Change
New
Exited
Index-like
0.9%
2
-13.0%
0
0
Systematic-like
0.8%
1
+16.2%
0
0
Concentrated
20.5%
19
-0.3%
0
4
Diversified active
77.9%
63
-9.1%
4
3
Not measured
0.0%
0
—
0
0
Unknown
0.0%
0
—
0
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
66.1%
52
-15.0%
2
4
Medium turnover
21.6%
20
+1.8%
1
0
High turnover
10.5%
7
+51.1%
1
0
Unknown
1.8%
6
-6.4%
0
3
Not measured
0.0%
0
—
0
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
3.5%
6
+20.3%
0
2
Medium horizon
35.2%
29
-13.4%
2
1
Long horizon
60.1%
48
-5.9%
1
4
Unknown
1.2%
2
+150.1%
1
0
Not measured
0.0%
0
—
0
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
34.2%
31
-2.5%
1
4
$1B to $10B
22.7%
28
-23.1%
1
2
$10B to $100B
28.4%
18
-9.6%
1
1
$100B or more
14.6%
8
+24.2%
1
0
Not measured
0.0%
0
—
0
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
59.0%
54
-6.1%
2
2
Pooled investment vehicles
0.8%
1
+16.2%
0
0
Pension and profit sharing plans
0.5%
1
0.0%
0
0
Diversified
0.0%
1
0.0%
0
0
Governments and sovereign funds
0.0%
0
-100.0%
0
1
Unknown
39.7%
28
-9.2%
2
4
Private funds
Share
Filers
Change
New
Exited
Hedge funds
0.8%
1
+16.2%
0
0
Venture capital funds
0.6%
1
0.0%
0
0
Other private funds
0.3%
1
0.0%
0
0
Mixed private funds
2.0%
2
0.0%
0
0
No private funds
56.6%
52
-6.5%
2
3
Unknown
39.7%
28
-9.2%
2
4
Location
Share
Filers
Change
New
Exited
United States
100.0%
85
-7.3%
4
7
Outside the US
0.0%
0
—
0
0
The Sep 30, 2026 filing window is still open, so its
bar shows only the filers that have filed so far.
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type,
client base and private funds come from each filer's current regulatory profile. Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Excluded 1 holder with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F.
Quarterly Activity
vs Jun 30, 2026
New
2
Increased
0
Decreased
4
Sold Out
1
Unchanged
7
New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.
