Who owns ZACKS TRUST?
- Ticker: GROZ
- CUSIP Number: 98888g808
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 |
|---|---|---|---|---|---|
| Change Path | 301k | $9.0M | 2% | Dec 2025 |
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| Arete Wealth Advisors | 140k | $4.2M | 3% | Dec 2025 |
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| Prosperity Financial Group | 133k | $4.0M | 5% | Dec 2025 |
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| Strategic Blueprint | 66k | $2.0M | 15% | Dec 2025 |
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| GeoWealth Management | 46k | $1.4M | 114% | Dec 2025 |
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| M1 Capital Management | 45k | $1.3M | 59% | Sep 2025 |
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| CoreCap Advisors | 38k | $1.1M | 71% | Dec 2025 |
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| Axim Planning & Wealth | 29k | $874k | 52% | Dec 2025 |
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| Koshinski Asset Management | 26k | $767k | 182% | Dec 2025 |
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| Continental Investors Services | 25k | $757k | 106% | Dec 2025 |
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| Wayfinding Financial | 25k | $740k | 0% | Dec 2025 |
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| Victory Financial Group | 24k | $703k | -8% | Dec 2025 |
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| Vise Technologies | 22k | $668k | 100% | Dec 2025 |
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| TRUE Private Wealth Advisors | 21k | $619k | -8% | Dec 2025 |
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| Advyzon Investment Management | 20k | $598k | 100% | Dec 2025 |
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| GK Wealth Management | 18k | $541k | -6% | Dec 2025 |
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| Navigation Wealth Management | 16k | $482k | 5% | Dec 2025 |
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| Envestnet Asset Management | 16k | $473k | 31% | Dec 2025 |
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| Advisory Services Network | 16k | $467k | -2% | Dec 2025 |
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| Creative Planning | 14k | $423k | 11% | Dec 2025 |
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| Balboa Wealth Partners | 14k | $415k | 16% | Dec 2025 |
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| Alteri Wealth | 14k | $407M | 47% | Sep 2025 |
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| Vantus Wealth | 13k | $394k | 100% | Dec 2025 |
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| Axxcess Wealth Management | 11k | $330k | -3% | Dec 2025 |
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| Cambridge Investment Research Advisors | 11k | $318k | 3% | Dec 2025 |
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| Ambassador Advisors | 9.3k | $277k | 5% | Dec 2025 |
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| Susquehanna International | 9.2k | $274k | 13% | Dec 2025 |
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| Revisor Wealth Management | 7.2k | $215k | 100% | Dec 2025 |
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| Paragon Private Wealth Management | 7.1k | $210k | 100% | Dec 2025 |
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| Rossby Financial, LCC | 2.4k | $72k | 45% | Dec 2025 |
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| SRS Capital Advisors | 901.00 | $27k | 100% | Dec 2025 |
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| Harbour Investments | 258.00 | $7.7k | 316% | Dec 2025 |
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| Cornerstone Planning Group | 158.00 | $4.7k | 100% | Dec 2025 |
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| Retirement Wealth Solutions | 123.00 | $3.7k | 4% | Dec 2025 |
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| IFP Advisors | 24.00 | $715.000800 | 0% | Dec 2025 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| von Borstel & Associates | Sep 2025 | 25k | $755k |
| Simplicity Wealth | Sep 2025 | 22k | $642k |
| Citadel Advisors | Jun 2025 | 9.2k | $243k |
| Foundations Investment Advisors | Sep 2025 | 7.2k | $212k |
| Hanson McClain Advisors | Sep 2025 | 311.00 | $9.1k |