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 | 1.1M | $44M | 5% | Sep 2026 |
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| TRUE Private Wealth Advisors | 785k | $32M | 1% | Sep 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 | 261k | $11M | 2% | Sep 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 | 155k | $6.3M | 5% | Sep 2026 |
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| Arete Wealth Advisors | 114k | $5.1M | -2% | Jun 2026 |
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| Maia Wealth | 84k | $3.4M | 16% | Sep 2026 |
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| Strategic Blueprint | 77k | $3.1M | -3% | Sep 2026 |
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| Advisory Services Network | 76k | $3.4M | -2% | 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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| Focused Alpha | 53k | $2.2M | -2% | Sep 2026 |
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| Advyzon Investment Management | 52k | $2.3M | 14% | Jun 2026 |
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| Prosperity Financial Group | 50k | $2.0M | -3% | Sep 2026 |
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| Balboa Wealth Partners | 46k | $1.9M | -15% | Sep 2026 |
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| Farther Finance Advisors | 45k | $1.8M | -6% | Sep 2026 |
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| Ignite Planners | 43k | $1.7M | 26% | Sep 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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| Advisory Solutions Group | 35k | $1.4M | 100% | Sep 2026 |
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| Cambridge Investment Research Advisors | 32k | $1.4M | 10% | Jun 2026 |
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| EJMK Ventures | 29k | $1.2M | -11% | Sep 2026 |
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| Sentinus | 28k | $1.2M | 100% | 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 | 0% | Sep 2026 |
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| Stirlingshire Investments | 18k | $815k | -1% | Jun 2026 |
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| Integrity Wealth Partners | 17k | $712k | 16% | Sep 2026 |
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| Vantus Wealth | 16k | $701k | 100% | Jun 2026 |
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| Unique Wealth | 15k | $629k | -4% | Sep 2026 |
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| Revisor Wealth Management | 15k | $608k | 0% | Sep 2026 |
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| Harbour Investments | 15k | $662k | 13% | Jun 2026 |
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| Simplicity Wealth | 14k | $585k | -11% | Sep 2026 |
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| Carter Financial Group | 12k | $499k | -7% | Sep 2026 |
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| Rossby Financial, LCC | 10k | $460k | 0% | Jun 2026 |
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| Vann Equity Management | 10k | $411k | -16% | Sep 2026 |
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| GK Wealth Management | 9.6k | $394k | -50% | Sep 2026 |
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| Latitude Advisors | 9.4k | $386k | 23% | Sep 2026 |
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| Cooper Financial Group | 8.8k | $362k | 28% | Sep 2026 |
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| CoreCap Advisors | 8.6k | $354k | 43% | Sep 2026 |
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| Independent Wealth Network | 8.2k | $337k | 57% | Sep 2026 |
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| Summit Financial | 7.3k | $326k | -11% | Jun 2026 |
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| Investment Advisory Services | 6.9k | $284k | 0% | Sep 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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| 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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| Compass Financial Management | 970.00 | $40k | 104% | Sep 2026 |
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| Global Retirement Partners | 556.00 | $25k | 100% | Jun 2026 |
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| Ameritas Advisory Services | 371.00 | $17k | 100% | Jun 2026 |
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| IFP Advisors | 77.00 | $3.2k | -13% | Sep 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 |
|---|---|---|---|
| Axxcess Wealth Management | Jun 2026 | 30k | $1.3M |
| Paragon Private Wealth Management | Jun 2026 | 27k | $1.2M |
| Axim Planning & Wealth | Jun 2026 | 21k | $933k |
| Susquehanna International | Mar 2026 | 7.1k | $261k |
| Vise Technologies | Jun 2026 | 6.5k | $289k |
| Victory Financial Group | Jun 2026 | 6.1k | $273k |
| Cornerstone Planning Group | Jun 2026 | 671.00 | $29k |
| Wells Fargo & Company | Mar 2026 | 613.00 | $23k |
| Hallmark Capital Management | Jun 2026 | 162.00 | $7.2k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 62.00 | $2.3k |