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 |
|---|---|---|---|---|---|
| Focused Alpha | 351k | $12M | 18% | Sep 2026 |
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| Strive Financial Group | 345k | $11M | 322% | Jun 2026 |
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| GeoWealth Management | 284k | $9.0M | 73% | Jun 2026 |
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| Continental Investors Services | 175k | $5.8M | 70% | Jun 2026 |
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| Arete Wealth Advisors | 158k | $5.0M | 21% | Jun 2026 |
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| Prosperity Financial Group | 128k | $4.3M | -2% | Sep 2026 |
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| Change Path | 97k | $3.1M | -57% | Jun 2026 |
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| Strategic Blueprint | 82k | $2.8M | -13% | Sep 2026 |
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| Advisory Services Network | 80k | $2.6M | 135% | Jun 2026 |
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| LPL Financial | 74k | $2.4M | 100% | Jun 2026 |
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| M1 Capital Management | 63k | $2.0M | 12% | Jun 2026 |
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| CoreCap Advisors | 52k | $1.8M | 5% | Sep 2026 |
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| Envestnet Asset Management | 44k | $1.4M | -69% | Jun 2026 |
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| Branch Banking & Trust Company | 38k | $1.3M | 16% | Sep 2026 |
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| Koshinski Asset Management | 35k | $1.2M | 4% | Sep 2026 |
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| Advyzon Investment Management | 33k | $1.1M | 27% | Jun 2026 |
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| Sanctuary Advisors | 33k | $1.1M | 179% | Jun 2026 |
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| TRUE Private Wealth Advisors | 30k | $1.0M | 36% | Sep 2026 |
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| Ignite Planners | 28k | $956k | 215% | Sep 2026 |
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| Wayfinding Financial | 27k | $851k | 10% | Jun 2026 |
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| Navigation Wealth Management | 21k | $657k | 14% | Jun 2026 |
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| Vantus Wealth | 20k | $637k | 100% | Jun 2026 |
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| Balboa Wealth Partners | 19k | $636k | -11% | Sep 2026 |
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| Ambassador Advisors | 18k | $582k | 43% | Jun 2026 |
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| Farther Finance Advisors | 18k | $597k | 43% | Sep 2026 |
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| Alteri Wealth | 17k | $549M | 19% | Jun 2026 |
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| EJMK Ventures | 17k | $562k | -28% | Sep 2026 |
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| Revisor Wealth Management | 16k | $525k | -3% | Sep 2026 |
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| GK Wealth Management | 15k | $511k | -31% | Sep 2026 |
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| Mml Investors Services | 14k | $459k | 100% | Jun 2026 |
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| Cooper Financial Group | 14k | $469k | 100% | Sep 2026 |
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| Cambridge Investment Research Advisors | 12k | $382k | 8% | Jun 2026 |
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| HighTower Advisors | 12k | $376k | 7% | Jun 2026 |
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| Sentinus | 11k | $351k | 100% | Jun 2026 |
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| Creative Planning | 10k | $321k | -10% | Jun 2026 |
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| Axxcess Wealth Management | 6.6k | $223k | -84% | Sep 2026 |
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| Unique Wealth | 6.5k | $220k | 100% | Sep 2026 |
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| Simplicity Wealth | 6.2k | $211k | 100% | Sep 2026 |
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| Latitude Advisors | 5.1k | $172k | 100% | Sep 2026 |
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| Rossby Financial, LCC | 2.4k | $77k | 0% | Jun 2026 |
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| Harbour Investments | 1.9k | $61k | 147% | Jun 2026 |
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| SRS Capital Advisors | 1.3k | $42k | 0% | Jun 2026 |
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| Global Retirement Partners | 825.00 | $26k | 100% | Jun 2026 |
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| Compass Financial Management | 317.00 | $11k | 113% | Sep 2026 |
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| Ameritas Advisory Services | 116.00 | $3.7k | 100% | Jun 2026 |
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| IFP Advisors | 24.00 | $811.999200 | 0% | Sep 2026 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goldman Sachs Group | Mar 2026 | 87k | $2.4M |
| Axim Planning & Wealth | Jun 2026 | 35k | $1.1M |
| Hardworking Capital Advisors | Jun 2026 | 23k | $745k |
| Susquehanna International | Mar 2026 | 17k | $454k |
| Paragon Private Wealth Management | Jun 2026 | 9.8k | $312k |
| Vise Technologies | Jun 2026 | 9.4k | $299k |
| Victory Financial Group | Jun 2026 | 9.3k | $296k |
| Concurrent Investment Advisors | Jun 2026 | 8.3k | $265k |
| Pnc Financial Services | Mar 2026 | 5.2k | $143k |
| Cornerstone Planning Group | Jun 2026 | 236.00 | $7.6k |
| Hallmark Capital Management | Jun 2026 | 43.00 | $1.4k |