The cluster is dominated by active asset managers and quant funds, not passive rebalancing, suggesting a shared thesis around ZONE's fundamentals or a catalyst. Monitor for insider buying or a specific catalyst (e.g., earnings, product news) to confirm conviction.
Executive Summary
Six institutional buyers accumulated $2.4M in ZONE during Q2 2026, led by State Street, Vanguard Fiduciary Trust, and Osaic Holdings, while two sellers trimmed only $27K.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.4M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| UBS | DOUBLED | +64844% | $214.0K | $214.0K |
| Citadel | DOUBLED | +1617.6% | $178.0K | $173.0K |
| Vanguard Fiduciary Trust | ADD | +28.8% | $1.0M | $684.0K |
| Osaic Holdings | DOUBLED | +361.8% | $581.0K | $527.0K |
| Scotia Capital | DOUBLED | +476.9% | $64.0K | $59.0K |
| State Street | DOUBLED | +266% | $885.0K | $780.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Vanguard Global Advisers | TRIM | -38.7% | $43.0K | $18.0K |
| Corient Private Wealth | TRIM | -55.9% | $585.0K | $9.0K |
Key Facts
- 6 buyers added $2.4M in new positions; 2 sellers trimmed only $27K
- State Street doubled its stake to 1.08M shares ($885K)
- Vanguard Fiduciary Trust added 28.8% to 1.26M shares ($1.0M)
- Osaic Holdings doubled to 709K shares ($581K)
- UBS and Citadel each more than doubled tiny prior positions
- Corient Private Wealth trimmed 55.9% of its stake (917.7K shares) but value rose slightly due to price appreciation
Financial Impact
Aggregate institutional buying of $2.4M vs selling of $27K, net inflow of approximately $2.37M
Risk Factors
- 13F data is 45 days stale; positions may have been unwound since quarter-end
- Two sellers trimmed despite price appreciation, indicating some profit-taking
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-ZONE-2026-Q2 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | Press Release | $0.0950 | awaiting T+60 | — | — |
Oct 14, 2026 12d ago | 8-K | $0.1190 | awaiting T+60 | — | — |
Sep 30, 2026 26d ago | 8-K | $0.1268 | awaiting T+60 | — | — |
Sep 22, 2026 4w ago | Institutional Cluster | $0.1360 | awaiting T+60 | — | — |
Aug 13, 2026 10w ago | Press Release | $0.1600 | awaiting T+60 | — | — |
Aug 10, 2026 11w ago | 424B5 | $0.1578 | awaiting T+60 | — | — |
Jul 29, 2026 12w ago | 8-K | $0.3219 $0.0950 | ▼ −70.49% | ▼ −75.22% | — |
Jun 8, 2026 20w ago | 8-K | $0.6062 $0.1500 | ▲ +75.26% | ▲ +78.31% | — |
Jun 8, 2026 20w ago | 424B5 | $0.6062 $0.1500 | ▲ +75.26% | ▲ +78.31% | — |
US Market Status
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