ZTRE (RBB FD INC) is held by 6 institutional investors as of Q1 2026. Largest holders: Lido Advisors, LLC ($17.7M), GOLDMAN SACHS GROUP INC ($3.1M), JPMORGAN CHASE & CO ($2.4M). Net institutional sentiment: Mixed.
6
Holders
Avg rating
$24.7M
Total Value
67% (7)
Fund Consensus
4 buying - 2 selling
Smart Money Verdict54Mixed MomentumSingle Source
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See how ZTRE's score breaks down across 4 SEC sources
Held by 6 funds
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Decreased | 349,669(-5.3%) | $17.7M | 0.1% | +8.09% | 0 | |
Increased | 61,203(+37.0%) | $3.1M | 0.0% | -0.09% | 35 | |
New | 47,085 | $2.4M | 0.0% | -1.13% | 36 | |
Increased | 15,713(+223.3%) | $796,841 | 0.0% | +0.96% | 40 | |
Increased | 8,892(+126.7%) | $450,933 | 0.0% | +0.26% | 39 | |
Unchanged | 4,759 | $241,339 | 0.0% | +3.63% | 0 | |
Exited | 0(-100.0%) | $200,029 | 0.0% | +0.25% | 0 |
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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer