Who owns ZACKS TRUST?
- Ticker: SMIZ
- CUSIP Number: 98888g204
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 |
|---|---|---|---|---|---|
| Nelson, Van Denburg & Campbell Wealth Management | 703k | $26M | 1% | Sep 2025 |
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| TRUE Private Wealth Advisors | 595k | $22M | -12% | Sep 2025 |
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| Change Path | 393k | $15M | 5% | Sep 2025 |
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| Sanchez Wealth Management Group | 191k | $7.1M | 4% | Sep 2025 |
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| von Borstel & Associates | 150k | $5.6M | 100% | Sep 2025 |
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| Wayfinding Financial | 149k | $5.6M | 0% | Sep 2025 |
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| Arete Wealth Advisors | 136k | $5.1M | 4% | Sep 2025 |
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| Advisory Services Network | 106k | $4.0M | 7% | Sep 2025 |
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| Strategic Blueprint | 63k | $2.4M | 13% | Sep 2025 |
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| Continental Investors Services | 58k | $2.1M | 40% | Sep 2025 |
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| M1 Capital Management | 57k | $2.1M | 58% | Sep 2025 |
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| LPL Financial | 56k | $2.1M | 66% | Sep 2025 |
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| Navigation Wealth Management | 56k | $2.1M | 6% | Sep 2025 |
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| Prosperity Financial Group | 53k | $2.0M | 0% | Sep 2025 |
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| Axxcess Wealth Management | 51k | $1.9M | -20% | Sep 2025 |
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| Balboa Wealth Partners | 50k | $1.8M | -11% | Sep 2025 |
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| GeoWealth Management | 49k | $1.8M | 194% | Sep 2025 |
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| Envestnet Asset Management | 47k | $1.8M | -1% | Sep 2025 |
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| Creative Planning | 44k | $1.6M | -58% | Sep 2025 |
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| Koshinski Asset Management | 39k | $1.5M | 524% | Sep 2025 |
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| Alteri Wealth | 37k | $1.4B | 52% | Sep 2025 |
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| Simplicity Wealth | 26k | $988k | 100% | Sep 2025 |
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| Ignite Planners | 25k | $950k | 9% | Sep 2025 |
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| Paragon Private Wealth Management | 25k | $941k | -9% | Sep 2025 |
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| Cambridge Investment Research Advisors | 24k | $913k | -6% | Sep 2025 |
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| Advyzon Investment Management | 22k | $833k | 38% | Sep 2025 |
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| Axim Planning & Wealth | 18k | $653k | 100% | Sep 2025 |
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| Carter Financial Group | 16k | $591k | -3% | Sep 2025 |
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| Ambassador Advisors | 16k | $587k | 100% | Sep 2025 |
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| Maia Wealth | 16k | $579k | 2% | Sep 2025 |
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| Victory Financial Group | 15k | $551k | 100% | Sep 2025 |
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| Unique Wealth | 12k | $455k | 0% | Sep 2025 |
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| Harbour Investments | 10k | $376k | 100% | Sep 2025 |
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| Atria Investments | 9.3k | $347k | -3% | Sep 2025 |
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| Susquehanna International | 8.3k | $311k | 100% | Sep 2025 |
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| Axiom Financial Strategies | 7.6k | $284k | -7% | Sep 2025 |
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| Rossby Financial, LCC | 7.4k | $278k | 2% | Sep 2025 |
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| Summit Financial | 7.4k | $277k | 100% | Sep 2025 |
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| Empirical Asset Management | 7.4k | $277k | -1% | Sep 2025 |
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| Investment Advisory Services | 6.9k | $259k | 0% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 6.1k | $229k | 1% | Sep 2025 |
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| Pnc Financial Services | 6.0k | $224k | 0% | Sep 2025 |
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| Westside Investment Management | 3.5k | $131k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 959.00 | $36k | 100% | Sep 2025 |
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| Retirement Wealth Solutions | 464.00 | $17k | -1% | Sep 2025 |
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| Steward Partners Investment Advisory | 372.00 | $14k | 0% | Sep 2025 |
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| Advisor Group Holdings | 300.00 | $11k | 0% | Sep 2025 |
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| Farther Finance Advisors | 205.00 | $7.7k | 100% | Sep 2025 |
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| IFP Advisors | 103.00 | $3.8k | -48% | Sep 2025 |
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| CoreCap Advisors | 29.00 | $1.1k | 100% | Sep 2025 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Eqis Capital Management | Jun 2025 | 13k | $444k |
| Citadel Advisors | Jun 2025 | 12k | $401k |
| Us Bancorp | Jun 2025 | 853.00 | $29k |
| Creative Financial Designs | Jun 2025 | 500.00 | $17k |
| Ameritas Advisory Services | Jun 2025 | 431.00 | $15k |