ZTR — Institutional owners (13F)

90 filers · $64.9M 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
Saba Capital Management, L.P. $13,226,234 1,936,491 20.38% Shares
LPL Financial LLC $11,085,479 1,623,057 17.08% Shares
GUGGENHEIM CAPITAL LLC $8,737,899 1,279,341 13.46% Shares
STIFEL FINANCIAL CORP $4,730,018 692,536 7.29% Shares
CAPSTONE INVESTMENT ADVISORS, LLC $2,528,623 370,223 3.90% Shares
MORGAN STANLEY $1,888,402 276,486 2.91% Shares
BANK OF AMERICA CORP /DE/ $1,755,826 257,076 2.71% Shares
ENVESTNET ASSET MANAGEMENT INC $1,705,652 249,729 2.63% Shares
ASHTON THOMAS SECURITIES, LLC $1,617,344 236,800 2.49% Shares
Sculptor Capital LP $1,486,570 217,653 2.29% Shares
Yakira Capital Management, Inc. $1,393,614 204,043 2.15% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $1,281,513 187,630 1.97% Shares
Karpus Management, Inc. $1,251,311 183,208 1.93% Shares
WELLS FARGO & COMPANY/MN $965,263 141,327 1.49% Shares
Advisors Asset Management, Inc. $821,797 130,444 1.27% Shares
STEPHENS INC /AR/ $790,900 115,798 1.22% Shares
J.W. COLE ADVISORS, INC. $681,803 99,825 1.05% Shares
OSAIC HOLDINGS, INC. $655,410 95,958 1.01% Shares
Invesco Ltd. $630,047 92,247 0.97% Shares
RAYMOND JAMES FINANCIAL INC $600,918 87,982 0.93% Shares
Private Advisor Group, LLC $596,105 87,277 0.92% Shares
CSS LLC/IL $542,213 79,387 0.84% Shares
Pathstone Holdings, LLC $528,731 77,413 0.81% Shares
ROYAL BANK OF CANADA $407,000 59,568 0.63% Shares
WOLVERINE ASSET MANAGEMENT LLC $366,204 53,617 0.56% Shares
Cetera Investment Advisers $313,926 45,963 0.48% Shares
COMMONWEALTH EQUITY SERVICES, LLC $281,930 41,278 0.43% Shares
XTX Topco Ltd $280,276 41,036 0.43% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $251,459 36,817 0.39% Shares
Kestra Advisory Services, LLC $195,476 28,620 0.30% Shares
CoreCap Advisors, LLC $180,085 26,367 0.28% Shares
Ameritas Advisory Services, LLC $173,502 25,403 0.27% Shares
Gladstone Institutional Advisory LLC $172,601 25,271 0.27% Shares
MML INVESTORS SERVICES, LLC $162,362 23,772 0.25% Shares
Beverly Hills Private Wealth, LLC $161,379 23,628 0.25% Shares
Avise Financial Cooperative, Inc. $160,204 23,456 0.25% Shares
Creative Planning $154,802 22,665 0.24% Shares
Concurrent Investment Advisors, LLC $152,588 22,341 0.24% Shares
HighTower Advisors, LLC $136,762 20,024 0.21% Shares
AlphaStar Capital Management, LLC $118,856 17,402 0.18% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $117,968 17,272 0.18% Shares
StoneX Group Inc. $113,400 16,768 0.17% Shares
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $113,229 16,578 0.17% Shares
DECISION INVESTMENTS, INC $109,963 16,100 0.17% Shares
HUNTINGTON NATIONAL BANK $102,450 15,000 0.16% Shares
Shulman DeMeo Asset Management LLC $100,782 14,756 0.16% Shares
Tactive Advisors, LLC $90,601 13,265 0.14% Shares
Gridiron Partners, LLC $83,886 12,282 0.13% Shares
CAPTRUST FINANCIAL ADVISORS $81,427 11,922 0.13% Shares
Mascoma Wealth Management LLC $81,277 11,900 0.13% Shares
Dakota Wealth Management $77,562 11,356 0.12% Shares
DOLIVER ADVISORS, LP $73,868 12,250 0.11% Shares
B. Riley Wealth Advisors, Inc. $72,111 10,527 0.11% Shares
AE Wealth Management LLC $71,571 10,479 0.11% Shares
BAYBAN $70,615 10,339 0.11% Shares
PNC Financial Services Group, Inc. $54,828 8,028 0.08% Shares
Towne Trust Company, N.A $54,640 8,000 0.08% Shares
CIBC Private Wealth Group LLC $53,632 8,315 0.08% Shares
UBS Group AG $37,087 5,430 0.06% Shares
IAG Wealth Partners, LLC $25,114 3,677 0.04% Shares
United Financial Planning Group LLC $21,938 3,212 0.03% Shares
MCGUIRE CAPITAL ADVISORS INC $20,895 3,059 0.03% Shares
LANARK FINANCIAL, INC. $19,470 2,850 0.03% Shares
US BANCORP \DE\ $15,320 2,243 0.02% Shares
Nemes Rush Group LLC $9,719 1,423 0.01% Shares
DT Investment Partners, LLC $8,600 1,259 0.01% Shares
Geneos Wealth Management Inc. $7,820 1,145 0.01% Shares
Aventura Private Wealth, LLC $6,161 902 0.01% Shares
Penserra Capital Management LLC $6,068 888,554 0.01% Shares
CWM, LLC $5,257 794 0.01% Shares
HARBOUR INVESTMENTS, INC. $4,575 670 0.01% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $3,545 519 0.01% Shares
Thomas J. Herzfeld Advisors, Inc. $3,196 468 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $2,937 430 0.00% Shares
Glen Eagle Advisors, LLC $2,773 406 0.00% Shares
Hilltop National Bank $1,912 280 0.00% Shares
PARK AVENUE SECURITIES LLC $1,517 222,136 0.00% Shares
Physician Wealth Advisors, Inc. $1,517 222 0.00% Shares
SJS Investment Consulting Inc. $1,052 154 0.00% Shares
ROTHSCHILD INVESTMENT LLC $990 145 0.00% Shares
Cambridge Investment Research Advisors, Inc. $989 144,848 0.00% Shares
MTM Investment Management, LLC $847 124 0.00% Shares
MidFirst Bank $731 107 0.00% Shares
INVESTMENT COUNSEL CO OF NEVADA $704 103 0.00% Shares
FIRST HORIZON CORP $683 100 0.00% Shares
Key Financial Inc $482 71 0.00% Shares
JNBA Financial Advisors $260 38 0.00% Shares
WEDBUSH SECURITIES INC $150 21,929 0.00% Shares
FMR LLC $14 2 0.00% Shares
CITIGROUP INC $7 1 0.00% Shares