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 | 1.0M | $46M | 15% | Jun 2026 |
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| TRUE Private Wealth Advisors | 777k | $35M | 16% | Jun 2026 |
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| GeoWealth Management | 377k | $17M | 28% | Jun 2026 |
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| Envestnet Asset Management | 293k | $13M | 43% | Jun 2026 |
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| Steward Partners Investment Advisory | 266k | $12M | 665055% | Jun 2026 |
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| Branch Banking & Trust Company | 255k | $11M | 52% | Jun 2026 |
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| Change Path | 245k | $11M | -41% | Jun 2026 |
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| Continental Investors Services | 244k | $11M | 36% | Jun 2026 |
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| Sanchez Wealth Management Group | 218k | $9.7M | 3% | Jun 2026 |
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| LPL Financial | 214k | $9.5M | 98% | Jun 2026 |
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| Strive Financial Group | 206k | $9.2M | 354% | Jun 2026 |
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| Koshinski Asset Management | 139k | $5.1M | 24% | Mar 2026 |
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| Arete Wealth Advisors | 114k | $5.1M | -2% | Jun 2026 |
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| Strategic Blueprint | 79k | $3.5M | 8% | Jun 2026 |
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| Advisory Services Network | 76k | $3.4M | -2% | Jun 2026 |
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| Maia Wealth | 72k | $3.2M | 12% | Jun 2026 |
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| M1 Capital Management | 72k | $3.2M | 2% | Jun 2026 |
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| Navigation Wealth Management | 67k | $3.0M | 15% | Jun 2026 |
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| Balboa Wealth Partners | 55k | $2.4M | -14% | Jun 2026 |
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| Focused Alpha | 54k | $2.4M | 100% | Jun 2026 |
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| Advyzon Investment Management | 52k | $2.3M | 14% | Jun 2026 |
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| Prosperity Financial Group | 52k | $2.3M | 1% | Jun 2026 |
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| Farther Finance Advisors | 48k | $2.1M | 13258% | Jun 2026 |
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| Alteri Wealth | 41k | $1.8B | -3% | Jun 2026 |
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| Golden State Wealth Management | 40k | $1.8M | 100% | Jun 2026 |
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| Goldman Sachs Group | 39k | $1.7M | 100% | Jun 2026 |
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| Ignite Planners | 34k | $1.5M | 6% | Jun 2026 |
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| EJMK Ventures | 33k | $1.5M | -19% | Jun 2026 |
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| Cambridge Investment Research Advisors | 32k | $1.4M | 10% | Jun 2026 |
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| Axxcess Wealth Management | 30k | $1.3M | 100% | Jun 2026 |
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| Sentinus | 28k | $1.2M | 100% | Jun 2026 |
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| Paragon Private Wealth Management | 27k | $1.2M | -2% | Jun 2026 |
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| Wayfinding Financial | 25k | $1.1M | -83% | Jun 2026 |
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| Creative Planning | 24k | $1.1M | -8% | Jun 2026 |
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| Westside Investment Management | 23k | $1.0M | 8% | Jun 2026 |
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| Ambassador Advisors | 22k | $997k | 0% | Jun 2026 |
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| Sanctuary Advisors | 22k | $970k | 0% | Jun 2026 |
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| PKS Advisory Services | 21k | $940k | 100% | Jun 2026 |
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| Axim Planning & Wealth | 21k | $933k | -4% | Jun 2026 |
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| GK Wealth Management | 19k | $862k | 100% | Jun 2026 |
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| Stirlingshire Investments | 18k | $815k | -1% | Jun 2026 |
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| Unique Wealth | 16k | $714k | 8% | Jun 2026 |
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| Simplicity Wealth | 16k | $712k | -8% | Jun 2026 |
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| Vantus Wealth | 16k | $701k | 50% | Jun 2026 |
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| Integrity Wealth Partners | 15k | $555k | 100% | Mar 2026 |
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| Revisor Wealth Management | 15k | $663k | 54% | Jun 2026 |
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| Harbour Investments | 15k | $662k | 13% | Jun 2026 |
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| Carter Financial Group | 13k | $585k | 0% | Jun 2026 |
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| Vann Equity Management | 12k | $534k | 100% | Jun 2026 |
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| Rossby Financial, LCC | 10k | $460k | 0% | Jun 2026 |
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| Latitude Advisors | 7.7k | $343k | 37% | Jun 2026 |
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| Summit Financial | 7.3k | $326k | -11% | Jun 2026 |
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| Investment Advisory Services | 6.9k | $309k | 0% | Jun 2026 |
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| Cooper Financial Group | 6.9k | $308k | 100% | Jun 2026 |
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| Vise Technologies | 6.5k | $289k | -55% | Jun 2026 |
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| Victory Financial Group | 6.1k | $273k | -39% | Jun 2026 |
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| CoreCap Advisors | 6.1k | $270k | 12% | Jun 2026 |
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| Pnc Financial Services | 6.0k | $267k | 0% | Jun 2026 |
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| Empirical Asset Management | 5.8k | $257k | -3% | Jun 2026 |
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| Beacon Pointe Advisors | 5.7k | $254k | 0% | Jun 2026 |
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| Goss Wealth Management | 5.5k | $244k | 100% | Jun 2026 |
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| Independent Wealth Network | 5.2k | $234k | 100% | Jun 2026 |
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| IHT Wealth Management | 5.2k | $233k | 100% | Jun 2026 |
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| Jane Street | 4.6k | $203k | -74% | Jun 2026 |
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| SRS Capital Advisors | 3.2k | $145k | -14% | Jun 2026 |
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| Advisor Group Holdings | 2.3k | $102k | 1233% | Jun 2026 |
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| Cornerstone Planning Group | 671.00 | $29k | 0% | Jun 2026 |
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| Mercer Global Advisors | 605.00 | $27k | 100% | Jun 2026 |
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| Global Retirement Partners | 556.00 | $25k | 100% | Jun 2026 |
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| Compass Financial Management | 476.00 | $21k | 100% | Jun 2026 |
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| Ameritas Advisory Services | 371.00 | $17k | 100% | Jun 2026 |
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| Hallmark Capital Management | 162.00 | $7.2k | 100% | Jun 2026 |
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| IFP Advisors | 89.00 | $4.0k | -13% | Jun 2026 |
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| Creative Financial Designs | 32.00 | $1.4k | 100% | Jun 2026 |
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| Luminist Capital | 1.00 | $45.000000 | 100% | Jun 2026 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bauman Advisory Group | Mar 2026 | 48k | $1.8M |
| Susquehanna International | Mar 2026 | 7.1k | $261k |
| Wells Fargo & Company | Mar 2026 | 613.00 | $23k |
| Assetmark | Mar 2026 | 99.00 | $3.7k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 62.00 | $2.3k |