ZAUG — Institutional owners (13F)

83 filers · $65.8M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
HighTower Advisors, LLC $7,100,614 257,875 10.80% Shares
Archer Investment Corp $6,834,716 248,218 10.39% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $4,101,617 147,101 6.24% Shares
CANANDAIGUA NATIONAL CORP $3,787,236 142,234 5.76% Shares
TRUIST FINANCIAL CORP $3,710,740 134,764 5.64% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,814,360 102,210 4.28% Shares
Kestra Advisory Services, LLC $2,470,642 89,727 3.76% Shares
KFG WEALTH MANAGEMENT, LLC $1,671,530 59,948 2.54% Shares
Cetera Investment Advisers $1,625,672 59,040 2.47% Shares
Brookstone Capital Management $1,437,536 51,556 2.19% Shares
AssuredPartners Investment Advisors, LLC $1,329,532 48,285 2.02% Shares
OSAIC HOLDINGS, INC. $1,297,360 47,112 1.97% Shares
AE Wealth Management LLC $1,269,341 46,099 1.93% Shares
Insight Wealth Partners, LLC $1,207,696 43,313 1.84% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,167,406 42,397 1.78% Shares
Lineweaver Wealth Advisors, LLC $1,121,036 40,205 1.70% Shares
Ausdal Financial Partners, Inc. $997,900 36,241 1.52% Shares
Concurrent Investment Advisors, LLC $964,585 34,594 1.47% Shares
Cypress Wealth Services, LLC $883,516 31,526 1.34% Shares
OLD MISSION CAPITAL LLC $824,593 29,947 1.25% Shares
Advisory Services Network, LLC $746,284 27,103 1.13% Shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $745,574 26,656 1.13% Shares
CENTRAL VALLEY ADVISORS, LLC $733,045 26,290 1.11% Shares
Continuum Advisory, LLC $719,134 26,117 1.09% Shares
LPL Financial LLC $646,992 23,497 0.98% Shares
Cornerstone Wealth Group, LLC $640,549 23,263 0.97% Shares
AdvisorNet Financial, Inc $620,465 22,215 0.94% Shares
Waverly Advisors, LLC $598,310 21,729 0.91% Shares
RAYMOND JAMES FINANCIAL INC $598,173 21,724 0.91% Shares
AXXCESS WEALTH MANAGEMENT, LLC $583,870 20,940 0.89% Shares
BRASS TAX WEALTH MANAGEMENT, INC $579,871 21,915 0.88% Shares
Forthright Family Wealth Advisory LLC $550,702 20,000 0.84% Shares
RETIREMENT INCOME SOLUTIONS, INC $501,143 18,821 0.76% Shares
Vantage Financial Partners, LLC $468,628 17,542 0.71% Shares
Atria Wealth Solutions, Inc. $467,582 18,150 0.71% Shares
Pinnacle Wealth Management Group, Inc. $457,560 16,410 0.70% Shares
Integrity Advisory Solutions, LLC $446,289 16,208 0.68% Shares
Beacon Pointe Advisors, LLC $417,032 15,145 0.63% Shares
FC Advisory LLC $414,090 14,851 0.63% Shares
COFG Advisors, LLC $369,657 13,425 0.56% Shares
EVOLUTION WEALTH MANAGEMENT INC. $359,498 13,056 0.55% Shares
Farther Finance Advisors, LLC $359,495 12,893 0.55% Shares
JPMORGAN CHASE & CO $357,485 12,990 0.54% Shares
Madrona Financial Services, LLC $357,181 12,810 0.54% Shares
Mutual Advisors, LLC $315,855 11,471 0.48% Shares
BROWN WEALTH MANAGEMENT, LLC $286,665 10,281 0.44% Shares
Soltis Investment Advisors LLC $286,391 10,401 0.44% Shares
CAPTRUST FINANCIAL ADVISORS $280,996 10,205 0.43% Shares
H D Vest Advisory Services $280,420 10,885 0.43% Shares
Stratos Wealth Advisors, LLC $267,338 9,709 0.41% Shares
First Commonwealth Financial Corp /PA/ $264,557 9,608 0.40% Shares
FSA Advisors, Inc. $262,823 9,545 0.40% Shares
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $261,180 9,367 0.40% Shares
Comprehensive Financial Consultants Institutional, Inc. $257,778 9,245 0.39% Shares
Diligent Investors, LLC $250,947 9,000 0.38% Shares
First Heartland Consultants, Inc. $250,222 8,974 0.38% Shares
Straight Path Wealth Management $250,111 8,970 0.38% Shares
Dynamic Advisor Solutions LLC $249,307 8,941 0.38% Shares
ENVESTNET ASSET MANAGEMENT INC $249,083 9,046 0.38% Shares
Chicago Partners Investment Group LLC $238,206 8,518 0.36% Shares
Main Street Financial Solutions, LLC $225,925 8,205 0.34% Shares
TopTier Wealth Management, LLC $221,530 7,945 0.34% Shares
Strategic Blueprint, LLC $217,738 7,809 0.33% Shares
IMG Wealth Management, Inc. $202,542 7,264 0.31% Shares
Summit Wealth Partners, LLC $202,218 7,344 0.31% Shares
Foundations Investment Advisors, LLC $200,511 7,282 0.30% Shares
IFP Advisors, Inc $188,405 6,757 0.29% Shares
Financial Network Wealth Advisors LLC $130,516 4,740 0.20% Shares
Grove Bank & Trust $125,836 4,513 0.19% Shares
EVERMAY WEALTH MANAGEMENT LLC $82,606 3,000 0.13% Shares
BARCLAYS PLC $66,910 2,430 0.10% Shares
Allworth Financial LP $63,414 2,303 0.10% Shares
WELLS FARGO & COMPANY/MN $55,070 2,000 0.08% Shares
CoreCap Advisors, LLC $48,935 1,755 0.07% Shares
HARBOUR INVESTMENTS, INC. $46,342 1,683 0.07% Shares
Noble Wealth Management PBC $27,883 1,000 0.04% Shares
CWM, LLC $26,973 1,013 0.04% Shares
DHJJ Financial Advisors, Ltd. $15,002 538 0.02% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $5,507 200 0.01% Shares
Aptus Capital Advisors, LLC $5,232 190 0.01% Shares
CENTAURUS FINANCIAL, INC. $1,300 47,230 0.00% Shares
Cambridge Investment Research Advisors, Inc. $602 21,847 0.00% Shares
Capital Analysts, LLC $28 1,027 0.00% Shares