Creative Planning has opened a new $37.0M position in $ZECP, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $ZECP.
$ZECP Hedge Fund Activity
We have seen 29 institutional investors add shares of $ZECP stock to their portfolio, and 18 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CREATIVE PLANNING added 1,229,669 shares (+inf%) to their portfolio in Q1 2025, for an estimated $37,000,740
- TRUE PRIVATE WEALTH ADVISORS added 181,267 shares (+inf%) to their portfolio in Q4 2024, for an estimated $5,520,468
- ACCURATE WEALTH MANAGEMENT, LLC removed 180,900 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $5,509,291
- CREATIVEONE WEALTH, LLC added 148,071 shares (+69.1%) to their portfolio in Q1 2025, for an estimated $4,455,456
- MENARD FINANCIAL GROUP LLC added 140,315 shares (+12.1%) to their portfolio in Q1 2025, for an estimated $4,222,078
- AXXCESS WEALTH MANAGEMENT, LLC removed 107,919 shares (-38.1%) from their portfolio in Q1 2025, for an estimated $3,247,282
- ADVISORY SERVICES NETWORK, LLC added 101,307 shares (+9.8%) to their portfolio in Q1 2025, for an estimated $3,048,327
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $ZECP ticker page for more data.
