Who owns ZACKS TRUST?
- Ticker: SMIZ
- CUSIP Number: 98888g204
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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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management | 682k | $25M | -3% | Dec 2025 |
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| TRUE Private Wealth Advisors | 592k | $22M | 0% | Dec 2025 |
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| Change Path | 406k | $15M | 3% | Dec 2025 |
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| Sanchez Wealth Management Group | 209k | $7.7M | 10% | Dec 2025 |
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| Wayfinding Financial | 151k | $5.6M | 1% | Dec 2025 |
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| Arete Wealth Advisors | 143k | $5.3M | 5% | Dec 2025 |
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| GeoWealth Management | 132k | $4.9M | 170% | Dec 2025 |
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| Koshinski Asset Management | 112k | $4.1M | 186% | Dec 2025 |
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| LPL Financial | 103k | $3.8M | 84% | Dec 2025 |
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| Advisory Services Network | 102k | $3.8M | -3% | Dec 2025 |
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| Continental Investors Services | 95k | $3.8M | 64% | Dec 2025 |
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| Strategic Blueprint | 69k | $2.5M | 9% | Dec 2025 |
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| M1 Capital Management | 66k | $2.4M | 15% | Dec 2025 |
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| Navigation Wealth Management | 60k | $2.2M | 7% | Dec 2025 |
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| Balboa Wealth Partners | 57k | $2.1M | 16% | Dec 2025 |
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| Prosperity Financial Group | 53k | $2.0M | 0% | Dec 2025 |
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| Bauman Advisory Group | 50k | $1.9M | 100% | Dec 2025 |
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| Axxcess Wealth Management | 50k | $1.8M | -2% | Dec 2025 |
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| Maia Wealth | 45k | $1.8M | 193% | Dec 2025 |
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| Alteri Wealth | 37k | $1.4B | 52% | Sep 2025 |
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| Advyzon Investment Management | 37k | $1.4M | 64% | Dec 2025 |
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| Jane Street | 32k | $1.2M | 100% | Dec 2025 |
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| Creative Planning | 30k | $1.1M | -32% | Dec 2025 |
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| Ignite Planners | 30k | $1.1M | 16% | Dec 2025 |
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| Paragon Private Wealth Management | 28k | $1.0M | 12% | Dec 2025 |
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| Cambridge Investment Research Advisors | 26k | $956k | 6% | Dec 2025 |
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| Axim Planning & Wealth | 21k | $763k | 18% | Dec 2025 |
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| Sanctuary Advisors | 19k | $688k | 13% | Dec 2025 |
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| Ambassador Advisors | 18k | $656k | 13% | Dec 2025 |
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| Simplicity Wealth | 18k | $652k | -33% | Dec 2025 |
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| Victory Financial Group | 15k | $553k | 1% | Dec 2025 |
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| Vise Technologies | 15k | $535k | 100% | Dec 2025 |
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| Unique Wealth | 14k | $510k | 13% | Dec 2025 |
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| Carter Financial Group | 13k | $494k | -16% | Dec 2025 |
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| Harbour Investments | 11k | $407k | 9% | Dec 2025 |
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| Vantus Wealth | 11k | $387k | 100% | Dec 2025 |
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| Rossby Financial, LCC | 10k | $386k | 40% | Dec 2025 |
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| Atria Investments | 9.8k | $362k | 5% | Dec 2025 |
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| Summit Financial | 8.3k | $307k | 11% | Dec 2025 |
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| Axiom Financial Strategies | 7.6k | $282k | 0% | Dec 2025 |
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| Investment Advisory Services | 6.9k | $256k | 0% | Dec 2025 |
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| Pnc Financial Services | 6.0k | $221k | 0% | Dec 2025 |
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| Susquehanna International | 6.0k | $221k | -28% | Dec 2025 |
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| Beacon Pointe Advisors | 5.7k | $211k | 100% | Dec 2025 |
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| Empirical Asset Management | 5.6k | $207k | -25% | Dec 2025 |
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| Westside Investment Management | 5.2k | $193k | 48% | Dec 2025 |
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| SRS Capital Advisors | 3.8k | $141k | 100% | Dec 2025 |
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| CoreCap Advisors | 3.4k | $126k | 11666% | Dec 2025 |
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| Cornerstone Planning Group | 671.00 | $26k | 100% | Dec 2025 |
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| Retirement Wealth Solutions | 496.00 | $18k | 7% | Dec 2025 |
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| Farther Finance Advisors | 355.00 | $13k | 73% | Dec 2025 |
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| Advisor Group Holdings | 300.00 | $11k | 0% | Dec 2025 |
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| IFP Advisors | 102.00 | $3.8k | 0% | Dec 2025 |
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| Steward Partners Investment Advisory | 40.00 | $1.5k | -89% | 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 | 150k | $5.6M |
| Envestnet Asset Management | Sep 2025 | 47k | $1.8M |
| Citadel Advisors | Jun 2025 | 12k | $401k |
| B.O.S.S. Retirement Advisors | Sep 2025 | 6.1k | $229k |
| Hanson McClain Advisors | Sep 2025 | 959.00 | $36k |