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 | 296k | $8.7M | 81% | Sep 2025 |
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| Arete Wealth Advisors | 135k | $3.9M | -1% | Sep 2025 |
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| Prosperity Financial Group | 127k | $3.7M | 5% | Sep 2025 |
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| Strategic Blueprint | 57k | $1.7M | 20% | Sep 2025 |
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| M1 Capital Management | 45k | $1.3M | 59% | Sep 2025 |
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| Victory Financial Group | 26k | $754k | 100% | Sep 2025 |
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| von Borstel & Associates | 25k | $755k | 100% | Sep 2025 |
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| Wayfinding Financial | 25k | $728k | 0% | Sep 2025 |
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| TRUE Private Wealth Advisors | 23k | $659k | -28% | Sep 2025 |
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| CoreCap Advisors | 22k | $645k | 36% | Sep 2025 |
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| Simplicity Wealth | 22k | $642k | 100% | Sep 2025 |
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| GeoWealth Management | 22k | $635k | 350% | Sep 2025 |
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| GK Wealth Management | 19k | $569k | 9% | Sep 2025 |
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| Axim Planning & Wealth | 19k | $567k | 100% | Sep 2025 |
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| Advisory Services Network | 16k | $470k | 8% | Sep 2025 |
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| Navigation Wealth Management | 15k | $452k | -9% | Sep 2025 |
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| Alteri Wealth | 14k | $407M | 47% | Sep 2025 |
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| Creative Planning | 13k | $374k | -37% | Sep 2025 |
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| Envestnet Asset Management | 12k | $356k | 100% | Sep 2025 |
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| Continental Investors Services | 12k | $355k | -2% | Sep 2025 |
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| Balboa Wealth Partners | 12k | $353k | -9% | Sep 2025 |
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| Axxcess Wealth Management | 11k | $335k | -20% | Sep 2025 |
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| Cambridge Investment Research Advisors | 10k | $304k | -16% | Sep 2025 |
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| Koshinski Asset Management | 9.1k | $267k | 100% | Sep 2025 |
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| Ambassador Advisors | 8.9k | $260k | 100% | Sep 2025 |
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| Susquehanna International | 8.1k | $239k | 100% | Sep 2025 |
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| Foundations Investment Advisors | 7.2k | $212k | 100% | Sep 2025 |
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| Rossby Financial, LCC | 1.7k | $50k | 2% | Sep 2025 |
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| Hanson McClain Advisors | 311.00 | $9.1k | 100% | Sep 2025 |
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| Retirement Wealth Solutions | 118.00 | $3.5k | 13% | Sep 2025 |
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| Harbour Investments | 62.00 | $1.8k | 100% | Sep 2025 |
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| IFP Advisors | 24.00 | $703.999200 | -52% | Sep 2025 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 9.2k | $243k |