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 | 335k | $9.0M | 114% | Mar 2026 |
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| Continental Investors Services | 259k | $7.5M | 110% | Mar 2026 |
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| TRUE Private Wealth Advisors | 156k | $4.2M | 7% | Mar 2026 |
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| M1 Capital Management | 99k | $2.7M | 444% | Mar 2026 |
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| Balboa Wealth Partners | 97k | $2.6M | 12% | Mar 2026 |
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| Advisory Services Network | 91k | $2.4M | 5% | Dec 2025 |
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| Navigation Wealth Management | 88k | $2.4M | -3% | Mar 2026 |
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| Arete Wealth Advisors | 86k | $2.3M | -23% | Mar 2026 |
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| Strategic Blueprint | 78k | $2.1M | 26% | Mar 2026 |
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| Advyzon Investment Management | 59k | $1.6M | 28% | Mar 2026 |
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| Paragon Private Wealth Management | 49k | $1.3M | 23% | Dec 2025 |
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| Cambridge Investment Research Advisors | 39k | $1.1M | 100% | Mar 2026 |
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| Alteri Wealth | 34k | $915M | 0% | Mar 2026 |
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| Jane Street | 31k | $832k | 85% | Mar 2026 |
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| Koshinski Asset Management | 29k | $789k | 29% | Mar 2026 |
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| Simplicity Wealth | 29k | $788k | 1% | Mar 2026 |
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| EJMK Ventures | 28k | $756k | -11% | Mar 2026 |
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| Stirlingshire Investments | 27k | $718k | 100% | Mar 2026 |
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| Ignite Planners | 23k | $612k | -2% | Mar 2026 |
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| Change Path | 23k | $613k | 27% | Mar 2026 |
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| Unique Wealth | 22k | $601k | 3% | Mar 2026 |
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| Ambassador Advisors | 21k | $578k | 42% | Mar 2026 |
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| Creative Planning | 21k | $568k | -10% | Mar 2026 |
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| Vise Technologies | 21k | $556k | 0% | Mar 2026 |
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| Integrity Wealth Partners | 19k | $509k | 100% | Mar 2026 |
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| Carter Financial Group | 19k | $499k | 0% | Mar 2026 |
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| Victory Financial Group | 15k | $405k | -31% | Mar 2026 |
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| Axim Planning & Wealth | 14k | $359k | 100% | Dec 2025 |
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| Revisor Wealth Management | 11k | $295k | 100% | Mar 2026 |
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| Vantus Wealth | 9.9k | $263k | 100% | Dec 2025 |
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| Sentinus | 8.9k | $239k | 100% | Mar 2026 |
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| Ethos Financial Group | 8.5k | $230k | 0% | Mar 2026 |
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| CoreCap Advisors | 8.5k | $229k | 73% | Mar 2026 |
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| Wayfinding Financial | 8.2k | $221k | 100% | Mar 2026 |
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| Independent Wealth Network | 8.2k | $221k | 0% | Mar 2026 |
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| IHT Wealth Management | 8.1k | $214k | 100% | Dec 2025 |
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| Latitude Advisors | 7.4k | $201k | 100% | Mar 2026 |
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| SRS Capital Advisors | 6.5k | $175k | -1% | Mar 2026 |
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| Harbour Investments | 5.6k | $151k | 175% | Mar 2026 |
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| Rossby Financial, LCC | 4.9k | $134k | 0% | Mar 2026 |
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| Pnc Financial Services | 2.3k | $61k | 100% | Mar 2026 |
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| Cornerstone Planning Group | 1.2k | $34k | 17% | Mar 2026 |
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| IFP Advisors | 151.00 | $4.1k | 0% | Mar 2026 |
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| Assetmark | 150.00 | $4.0k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 92.00 | $2.5k | 100% | Mar 2026 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Zacks Investment Management | Dec 2025 | 527k | $14M |
| Axxcess Wealth Management | Dec 2025 | 77k | $2.0M |
| Atria Investments | Dec 2025 | 14k | $373k |
| Axiom Financial Strategies | Dec 2025 | 12k | $318k |
| Retirement Wealth Solutions | Dec 2025 | 850.00 | $23k |
| UBS Group | Dec 2025 | 338.00 | $9.0k |