ZENA ZenaTech, Inc.
ZenaTech, Inc. (ZENA) Institutional Ownership
What the institutions did with ZENA last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| WEALTH EFFECTS LLC | 67.5K | 61.4% |
| ZWJ INVESTMENT COUNSEL INC | 15.0K | 13.6% |
| Focus Financial Network, Inc. | 10.0K | 9.1% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 10.0K | 9.1% |
| Farther Finance Advisors, LLC | 3.0K | 2.7% |
| Sterling Capital Management LLC | 1.3K | 1.2% |
| GAMMA Investing LLC | 1.2K | 1.1% |
| Owl Creek Wealth Partners LLC | 670 | 0.6% |
| NFSG Corp | 500 | 0.5% |
| Essential Partners LLC | 362 | 0.3% |
| Hilton Head Capital Partners, LLC | 237 | 0.2% |
| SJS Investment Consulting Inc. | 122 | 0.1% |
| IFP Advisors, Inc | 50 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ZWJ INVESTMENT COUNSEL INC | New | 0 | 15.0K | +15.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Sold Out | 10.7K | 0 | -10.7K |
| VOISARD ASSET MANAGEMENT GROUP, INC. | New | 0 | 10.0K | +10.0K |
| Farther Finance Advisors, LLC | Increased | 1.0K | 3.0K | +2.0K |
| GAMMA Investing LLC | New | 0 | 1.2K | +1.2K |
| Sterling Capital Management LLC | Increased | 340 | 1.3K | +981 |
| Owl Creek Wealth Partners LLC | New | 0 | 670 | +670 |
| Essential Partners LLC | New | 0 | 362 | +362 |
| SJS Investment Consulting Inc. | New | 0 | 122 | +122 |
| IFP Advisors, Inc | New | 0 | 50 | +50 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.