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 |
|---|---|---|---|---|---|
| GeoWealth Management | 284k | $9.0M | 73% | Jun 2026 |
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| Change Path | 225k | $6.2M | -25% | Mar 2026 |
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| Envestnet Asset Management | 145k | $4.0M | 812% | Mar 2026 |
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| Prosperity Financial Group | 131k | $4.2M | 2% | Jun 2026 |
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| Arete Wealth Advisors | 131k | $3.6M | -6% | Mar 2026 |
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| Continental Investors Services | 103k | $3.3M | 314% | Mar 2026 |
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| Goldman Sachs Group | 87k | $2.4M | 100% | Mar 2026 |
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| Strive Financial Group | 82k | $2.3M | 10% | Mar 2026 |
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| Strategic Blueprint | 71k | $2.0M | 9% | Mar 2026 |
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| M1 Capital Management | 56k | $1.6M | 9% | Mar 2026 |
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| CoreCap Advisors | 50k | $1.6M | 8% | Jun 2026 |
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| Axxcess Wealth Management | 42k | $1.3M | -14% | Jun 2026 |
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| Advisory Services Network | 34k | $941k | 118% | Mar 2026 |
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| Axim Planning & Wealth | 33k | $905k | 12% | Mar 2026 |
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| Koshinski Asset Management | 33k | $901k | 27% | Mar 2026 |
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| Branch Banking & Trust Company | 33k | $1.0M | -76% | Jun 2026 |
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| Advyzon Investment Management | 26k | $720k | 30% | Mar 2026 |
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| Wayfinding Financial | 24k | $670k | -2% | Mar 2026 |
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| Hardworking Capital Advisors | 23k | $637k | 100% | Mar 2026 |
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| Vise Technologies | 22k | $668k | 0% | Mar 2026 |
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| TRUE Private Wealth Advisors | 22k | $697k | 1% | Jun 2026 |
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| GK Wealth Management | 22k | $695k | 100% | Jun 2026 |
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| EJMK Ventures | 22k | $598k | -36% | Mar 2026 |
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| Balboa Wealth Partners | 21k | $580k | 51% | Mar 2026 |
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| Navigation Wealth Management | 21k | $657k | 14% | Jun 2026 |
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| Alteri Wealth | 17k | $549M | 19% | Jun 2026 |
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| Susquehanna International | 17k | $454k | 79% | Mar 2026 |
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| Revisor Wealth Management | 15k | $425k | 113% | Mar 2026 |
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| Ambassador Advisors | 13k | $353k | 37% | Mar 2026 |
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| Farther Finance Advisors | 12k | $393k | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 12k | $382k | 8% | Jun 2026 |
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| Sanctuary Advisors | 12k | $328k | 100% | Mar 2026 |
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| Creative Planning | 11k | $310k | -21% | Mar 2026 |
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| HighTower Advisors | 11k | $304k | 100% | Mar 2026 |
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| Paragon Private Wealth Management | 9.8k | $312k | 8% | Jun 2026 |
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| Victory Financial Group | 9.3k | $296k | -42% | Jun 2026 |
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| Ignite Planners | 8.8k | $280k | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 8.1k | $224k | 100% | Mar 2026 |
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| Pnc Financial Services | 5.2k | $143k | 100% | Mar 2026 |
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| Rossby Financial, LCC | 2.4k | $67k | -1% | Mar 2026 |
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| SRS Capital Advisors | 1.3k | $37k | 47% | Mar 2026 |
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| Harbour Investments | 778.00 | $21k | 202% | Mar 2026 |
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| Sunbelt Securities | 490.00 | $14k | 100% | Mar 2026 |
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| Cornerstone Planning Group | 236.00 | $7.6k | 0% | Jun 2026 |
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| IFP Advisors | 24.00 | $661.999200 | 0% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 13.00 | $358.000500 | 100% | Mar 2026 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Dec 2025 | 9.4k | $280k |
| Assetmark | Mar 2026 | 23.00 | $633.999600 |