Filing Research | ZIM INTEGRATED SHIPPING SERV Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	MEITAV INVESTMENT HOUSE LTD	Shares	5.5MSH	$137.3M
2	EQUITEC PROPRIETARY MARKETS, LLC	PUT	839.3KSH	$21.8M
3	EQUITEC PROPRIETARY MARKETS, LLC	Shares	724.5KSH	$18.8M
4	CWA Asset Management Group, LLC	Shares	116.8KSH	$3.0M
5	Y-Intercept (Hong Kong) Ltd	Shares	81.3KSH	$2.1M
6	SBI Securities Co., Ltd.	Shares	58.6KSH	$1.5M
7	Police & Firemen's Retirement System of New Jersey	Shares	43.3KSH	$1.1M
8	SIERRA SUMMIT ADVISORS LLC	Shares	41.9KSH	$1.1M
9	Redhawk Wealth Advisors, Inc.	Shares	30.7KSH	$799.4K
10	Unison Advisors LLC	Shares	28.0KSH	$727.6K
11	PFG Investments, LLC	Shares	18.2KSH	$473.6K
12	MBE Wealth Management, LLC	Shares	16.2KSH	$422.3K
13	Merit Financial Group, LLC	Shares	15.9KSH	$412.6K
14	Essex LLC	Shares	14.5KSH	$375.9K
15	CIDEL ASSET MANAGEMENT INC	Shares	13.3KSH	$345.1K
16	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.8KSH	$332.4K
17	J.W. COLE ADVISORS, INC.	Shares	12.7KSH	$331.1K
18	Baron Wealth Management LLC	Shares	11.1KSH	$289.9K
19	INDEPENDENT FINANCIAL GROUP, LLC	Shares	10.8KSH	$281.0K
20	LifeGoal Investments, LLC	Shares	10.0KSH	$261.0K
21	Connecticut Capital Management Group, LLC	Shares	9.9KSH	$256.8K
22	AFFINITY WEALTH MANAGEMENT LLC	Shares	9.7KSH	$250.9K
23	Bright Futures Wealth Management, LLC.	Shares	9.5KSH	$246.6K
24	DLK Investment Management, LLC	Shares	10.3KSH	$227.4K
25	Arista Wealth Management, LLC	Shares	8.0KSH	$208.0K
26	Base Wealth Management LLC	Shares	8.2KSH	$202.1K
27	EQUITEC PROPRIETARY MARKETS, LLC	CALL	7.0KSH	$182.0K
28	Blue Trust, Inc.	Shares	4.5KSH	$115.9K
29	Triumph Capital Management	Shares	3.4KSH	$87.9K
30	Farther Finance Advisors, LLC	Shares	3.2KSH	$82.7K
31	Founders Capital Management	Shares	2.9KSH	$75.4K
32	CoreCap Advisors, LLC	Shares	1.8KSH	$45.9K
33	EverSource Wealth Advisors, LLC	Shares	1.5KSH	$38.8K
34	IFP Advisors, Inc	Shares	1.5KSH	$38.4K
35	Lodestone Wealth Management LLC	Shares	1.4KSH	$35.3K
36	Vermillion Wealth Management, Inc.	Shares	223SH	$5.8K
37	EVOLUTION WEALTH MANAGEMENT INC.	Shares	200SH	$5.2K
38	Global X Japan Co., Ltd.	Shares	57SH	$1.5K
39	GHP Investment Advisors, Inc.	Shares	28SH	$729
40	Bogart Wealth, LLC	Shares	6SH	$156
41	Cape Investment Advisory, Inc.	Shares	4SH	$104
42	FNY Investment Advisers, LLC	Shares	630SH	$16
43	FNY Investment Advisers, LLC	CALL	3SH	$0

Manager changes2026-06-30 vs 2026-03-31

48 / 48 loaded

#		Instrument
1	MEITAV INVESTMENT HOUSE LTD added	Shares	+1.6M	+$34.4M	$137.3M
2	EQUITEC PROPRIETARY MARKETS, LLC added	PUT	+462.6K	+$11.9M	$21.8M
3	EQUITEC PROPRIETARY MARKETS, LLC added	Shares	+359.8K	+$9.2M	$18.8M
4	SIERRA SUMMIT ADVISORS LLC added	Shares	+12.6K	+$316.1K	$1.1M
5	CWA Asset Management Group, LLC added	Shares	+11.9K	+$272.6K	$3.0M
6	LifeGoal Investments, LLC new	Shares	+10.0K	+$261.0K	$261.0K
7	Arista Wealth Management, LLC new	Shares	+8.0K	+$208.0K	$208.0K
8	CIDEL ASSET MANAGEMENT INC added	Shares	+883	+$18.6K	$345.1K
9	Farther Finance Advisors, LLC added	Shares	+411	+$10.8K	$82.7K
10	INDEPENDENT FINANCIAL GROUP, LLC added	Shares	+500	+$9.4K	$281.0K
11	Connecticut Capital Management Group, LLC added	Shares	+285	+$4.1K	$256.8K
12	EverSource Wealth Advisors, LLC added	Shares	+150	+$3.4K	$38.8K
13	AFFINITY WEALTH MANAGEMENT LLC added	Shares	+187	+$1.6K	$250.9K
14	Global X Japan Co., Ltd. new	Shares	+57	+$1.5K	$1.5K
15	Triumph Capital Management added	Shares	+100	+$1.5K	$87.9K
16	Bogart Wealth, LLC new	Shares	+6	+$156	$156
17	Cape Investment Advisory, Inc. new	Shares	+4	+$104	$104
18	FNY Investment Advisers, LLC new	CALL	+3	$0	$0
19	GHP Investment Advisors, Inc. unchanged	Shares	0	-$9	$729
20	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	-$70	$5.2K
21	Vermillion Wealth Management, Inc. unchanged	Shares	0	-$78	$5.8K
22	GAMMA Investing LLC exited	Shares	-8	-$211	$0
23	FNY Investment Advisers, LLC trimmed	Shares	-15.5K	-$409	$16
24	Lodestone Wealth Management LLC unchanged	Shares	0	-$474	$35.3K
25	CoreCap Advisors, LLC unchanged	Shares	0	-$617	$45.9K
26	Founders Capital Management unchanged	Shares	0	-$1.0K	$75.4K
27	Base Wealth Management LLC unchanged	Shares	0	-$2.5K	$202.1K
28	Bright Futures Wealth Management, LLC. unchanged	Shares	0	-$3.3K	$246.6K
29	WEBSTER BANK, N. A. exited	Shares	-191	-$5.0K	$0
30	Kozak & Associates, Inc. exited	Shares	-205	-$5.4K	$0
31	Sound Income Strategies, LLC exited	Shares	-213	-$5.5K	$0
32	Baron Wealth Management LLC trimmed	Shares	-67	-$5.7K	$289.9K
33	MBE Wealth Management, LLC unchanged	Shares	0	-$5.7K	$422.3K
34	Unison Advisors LLC unchanged	Shares	0	-$9.8K	$727.6K
35	Essex LLC trimmed	Shares	-300	-$13.0K	$375.9K
36	Blue Trust, Inc. trimmed	Shares	-448	-$13.4K	$115.9K
37	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$15.2K	$1.1M
38	J.W. COLE ADVISORS, INC. trimmed	Shares	-787	-$25.2K	$331.1K
39	PFG Investments, LLC trimmed	Shares	-769	-$26.6K	$473.6K
40	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-1.2K	-$35.7K	$332.4K
41	DLK Investment Management, LLC unchanged	Shares	0	-$42.9K	$227.4K
42	SBI Securities Co., Ltd. trimmed	Shares	-1.1K	-$50.0K	$1.5M
43	Redhawk Wealth Advisors, Inc. trimmed	Shares	-2.7K	-$81.9K	$799.4K
44	Merit Financial Group, LLC trimmed	Shares	-10.0K	-$269.0K	$412.6K
45	IFP Advisors, Inc trimmed	Shares	-12.1K	-$319.9K	$38.4K
46	EQUITEC PROPRIETARY MARKETS, LLC trimmed	CALL	-28.0K	-$740.3K	$182.0K
47	VISION FINANCIAL MARKETS LLC exited	Shares	-28.3K	-$745.7K	$0
48	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-48.1K	-$1.3M	$2.1M