Who owns ZACKS TRUST?
- Ticker: QUIZ
- CUSIP Number: 98888g881
Tip: Access positions for across all investors
Analyze quarterly positions in Zacks Trust with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Zacks Trust stock
Who bought or sold ZACKS TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| GeoWealth Management | 157k | $4.2M | 100% | Dec 2025 |
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| TRUE Private Wealth Advisors | 146k | $3.9M | 100% | Dec 2025 |
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| Continental Investors Services | 124k | $3.6M | 81% | Dec 2025 |
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| Arete Wealth Advisors | 112k | $3.0M | 181% | Dec 2025 |
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| Navigation Wealth Management | 91k | $2.4M | 13% | Dec 2025 |
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| Advisory Services Network | 91k | $2.4M | 5% | Dec 2025 |
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| Balboa Wealth Partners | 87k | $2.3M | 29% | Dec 2025 |
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| Axxcess Wealth Management | 77k | $2.0M | -4% | Dec 2025 |
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| Strategic Blueprint | 62k | $1.7M | 100% | Dec 2025 |
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| Paragon Private Wealth Management | 49k | $1.3M | 23% | Dec 2025 |
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| Advyzon Investment Management | 46k | $1.2M | 100% | Dec 2025 |
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| Alteri Wealth | 34k | $901M | 100% | Dec 2025 |
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| EJMK Ventures | 32k | $837k | 100% | Dec 2025 |
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| Simplicity Wealth | 29k | $765k | 8% | Dec 2025 |
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| Creative Planning | 24k | $624k | -39% | Dec 2025 |
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| Ignite Planners | 24k | $663k | 100% | Dec 2025 |
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| Koshinski Asset Management | 23k | $601k | 100% | Dec 2025 |
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| Victory Financial Group | 22k | $575k | 100% | Dec 2025 |
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| Unique Wealth | 22k | $572k | 13% | Dec 2025 |
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| Vise Technologies | 21k | $556k | 100% | Dec 2025 |
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| Carter Financial Group | 19k | $493k | 100% | Dec 2025 |
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| M1 Capital Management | 18k | $481k | 100% | Dec 2025 |
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| Change Path | 18k | $474k | 95% | Dec 2025 |
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| Jane Street | 17k | $442k | 100% | Dec 2025 |
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| Ambassador Advisors | 15k | $401k | 100% | Dec 2025 |
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| Atria Investments | 14k | $373k | 0% | Dec 2025 |
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| Axim Planning & Wealth | 14k | $359k | 100% | Dec 2025 |
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| Axiom Financial Strategies | 12k | $318k | 0% | Dec 2025 |
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| Vantus Wealth | 9.9k | $263k | 100% | Dec 2025 |
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| Ethos Financial Group | 8.5k | $227k | 100% | Dec 2025 |
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| Independent Wealth Network | 8.2k | $217k | 100% | Dec 2025 |
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| IHT Wealth Management | 8.1k | $214k | 100% | Dec 2025 |
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| SRS Capital Advisors | 6.5k | $173k | 100% | Dec 2025 |
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| CoreCap Advisors | 4.9k | $130k | 10146% | Dec 2025 |
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| Rossby Financial, LCC | 4.9k | $129k | 100% | Dec 2025 |
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| Harbour Investments | 2.0k | $54k | 200% | Dec 2025 |
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| Cornerstone Planning Group | 1.0k | $29k | 100% | Dec 2025 |
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| Retirement Wealth Solutions | 850.00 | $23k | 17% | Dec 2025 |
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| UBS Group | 338.00 | $9.0k | 100% | Dec 2025 |
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| IFP Advisors | 151.00 | $4.0k | 0% | Dec 2025 |
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