your badges 52W Range $28–$28 51% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

ZSEP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $27.91
52W Range $28–$28

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 102 filers · $97.2M total · As of Sept. 30, 2026

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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.

Holders 102
Value held $97.2M
New positions 6
Exited positions 14
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
6 (0 vs prior Q) 14 (+10 vs prior Q) 7 (-1 vs prior Q) 27 (-5 vs prior Q) -219K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
ENVESTNET ASSET MANAGEMENT INC $13,492,654 489,588 13.88% Shares
Soltis Investment Advisors LLC $11,391,897 413,361 11.72% Shares
Kestra Advisory Services, LLC $4,609,249 167,249 4.74% Shares
KFG WEALTH MANAGEMENT, LLC $4,178,561 150,092 4.30% Shares
COMMONWEALTH EQUITY SERVICES, LLC $3,984,590 144,583 4.10% Shares
TRUIST FINANCIAL CORP $3,566,849 129,425 3.67% Shares
SIGNATUREFD, LLC $3,501,576 125,775 3.60% Shares
HighTower Advisors, LLC $3,161,150 114,704 3.25% Shares
Signal Advisors Wealth, LLC $2,674,505 96,067 2.75% Shares
Lord & Richards Wealth Management, LLC $2,222,216 79,821 2.29% Shares
Cetera Investment Advisers $2,133,247 77,406 2.20% Shares
Madrona Financial Services, LLC $1,673,602 60,115 1.72% Shares
Vantage Financial Partners, LLC $1,478,996 55,228 1.52% Shares
DAVENPORT & Co LLC $1,348,514 48,438 1.39% Shares
OSAIC HOLDINGS, INC. $1,237,302 44,896 1.27% Shares
LPL Financial LLC $1,182,813 42,919 1.22% Shares
MONEY CONCEPTS CAPITAL CORP $1,158,120 42,023 1.19% Shares
Independent Wealth Network Inc. $1,059,368 38,052 1.09% Shares
Brookstone Capital Management $1,020,642 36,661 1.05% Shares
Encompass More Asset Management $1,002,546 36,011 1.03% Shares
Concurrent Investment Advisors, LLC $991,052 35,598 1.02% Shares
BROWN WEALTH MANAGEMENT, LLC $979,940 35,199 1.01% Shares
Integrity Advisory Solutions, LLC $921,965 33,454 0.95% Shares
Three Seasons Wealth, LLC $910,997 33,056 0.94% Shares
CRA Financial Services, LLC $904,382 32,485 0.93% Shares
Noble Wealth Management PBC $897,951 32,254 0.92% Shares
TopTier Wealth Management, LLC $849,120 30,500 0.87% Shares
Lineweaver Wealth Advisors, LLC $840,350 30,185 0.86% Shares
Atria Wealth Solutions, Inc. $838,156 32,380 0.86% Shares
RAYMOND JAMES FINANCIAL INC $829,090 30,084 0.85% Shares
MML INVESTORS SERVICES, LLC $804,122 29,178 0.83% Shares
OLD MISSION CAPITAL LLC $795,303 28,858 0.82% Shares
Advisory Services Network, LLC $767,717 27,857 0.79% Shares
CANANDAIGUA NATIONAL BANK & TRUST CO $760,255 27,308 0.78% Shares
Cypress Wealth Services, LLC $715,640 25,513 0.74% Shares
Heck Capital Advisors, LLC $711,869 25,570 0.73% Shares
Chris Bulman Inc $668,328 24,006 0.69% Shares
CENTRAL VALLEY ADVISORS, LLC $637,279 23,124 0.66% Shares
Strategic Blueprint, LLC $615,904 22,123 0.63% Shares
FC Advisory LLC $591,480 21,246 0.61% Shares
Beacon Pointe Advisors, LLC $591,228 21,453 0.61% Shares
GOLDMAN SACHS GROUP INC $550,109 19,961 0.57% Shares
Farther Finance Advisors, LLC $517,973 18,605 0.53% Shares
DIVERSIFY WEALTH MANAGEMENT, LLC $515,216 18,394 0.53% Shares
Diversify Advisory Services, LLC $515,216 18,394 0.53% Shares
Comprehensive Financial Consultants Institutional, Inc. $483,748 17,376 0.50% Shares
ATX Financial Planning, LLC $438,949 15,767 0.45% Shares
Steward Partners Investment Advisory, LLC $429,207 15,574 0.44% Shares
Glen Eagle Advisors, LLC $427,443 15,510 0.44% Shares
Main Street Financial Solutions, LLC $425,735 15,448 0.44% Shares

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