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 | 888k | $33M | 30% | Mar 2026 |
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| TRUE Private Wealth Advisors | 672k | $25M | 13% | Mar 2026 |
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| Change Path | 412k | $15M | 1% | Mar 2026 |
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| GeoWealth Management | 296k | $11M | 123% | Mar 2026 |
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| Sanchez Wealth Management Group | 212k | $7.9M | 1% | Mar 2026 |
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| Envestnet Asset Management | 205k | $7.6M | 100% | Mar 2026 |
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| Continental Investors Services | 179k | $7.6M | 89% | Mar 2026 |
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| Branch Banking & Trust Company | 167k | $6.3M | 100% | Mar 2026 |
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| Wayfinding Financial | 149k | $5.5M | -1% | Mar 2026 |
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| Koshinski Asset Management | 139k | $5.1M | 24% | Mar 2026 |
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| Arete Wealth Advisors | 116k | $4.3M | -19% | Mar 2026 |
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| LPL Financial | 108k | $4.0M | 5% | Mar 2026 |
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| Advisory Services Network | 102k | $3.8M | -3% | Dec 2025 |
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| Strategic Blueprint | 73k | $2.7M | 7% | Mar 2026 |
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| M1 Capital Management | 70k | $2.6M | 7% | Mar 2026 |
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| Maia Wealth | 65k | $2.4M | 42% | Mar 2026 |
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| Balboa Wealth Partners | 63k | $2.4M | 10% | Mar 2026 |
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| Navigation Wealth Management | 59k | $2.2M | -1% | Mar 2026 |
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| Prosperity Financial Group | 51k | $1.9M | -4% | Mar 2026 |
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| Bauman Advisory Group | 48k | $1.8M | -4% | Mar 2026 |
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| Advyzon Investment Management | 46k | $1.7M | 25% | Mar 2026 |
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| Strive Financial Group | 45k | $1.7M | 10% | Mar 2026 |
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| Alteri Wealth | 42k | $1.6B | 8% | Mar 2026 |
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| EJMK Ventures | 40k | $1.5M | -32% | Mar 2026 |
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| Ignite Planners | 32k | $1.2M | 10% | Mar 2026 |
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| Cambridge Investment Research Advisors | 29k | $1.1M | 13% | Mar 2026 |
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| Paragon Private Wealth Management | 27k | $1.0M | -4% | Mar 2026 |
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| Creative Planning | 26k | $956k | -15% | Mar 2026 |
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| Ambassador Advisors | 22k | $826k | 26% | Mar 2026 |
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| Sanctuary Advisors | 22k | $804k | 17% | Mar 2026 |
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| Westside Investment Management | 21k | $775k | 302% | Mar 2026 |
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| Axim Planning & Wealth | 21k | $763k | 18% | Dec 2025 |
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| Stirlingshire Investments | 19k | $685k | 100% | Mar 2026 |
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| Jane Street | 18k | $649k | -45% | Mar 2026 |
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| Simplicity Wealth | 17k | $644k | -1% | Mar 2026 |
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| Integrity Wealth Partners | 15k | $555k | 100% | Mar 2026 |
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| Unique Wealth | 15k | $548k | 7% | Mar 2026 |
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| Vise Technologies | 15k | $535k | 0% | Mar 2026 |
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| Harbour Investments | 13k | $486k | 19% | Mar 2026 |
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| Carter Financial Group | 13k | $485k | -1% | Mar 2026 |
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| Vantus Wealth | 11k | $387k | 100% | Dec 2025 |
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| Rossby Financial, LCC | 10k | $386k | -1% | Mar 2026 |
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| Victory Financial Group | 10k | $372k | -33% | Mar 2026 |
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| Revisor Wealth Management | 9.6k | $357k | 100% | Mar 2026 |
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| Summit Financial | 8.2k | $303k | -1% | Mar 2026 |
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| Investment Advisory Services | 6.9k | $257k | 0% | Mar 2026 |
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| Pnc Financial Services | 6.0k | $222k | 0% | Mar 2026 |
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| Susquehanna International | 6.0k | $221k | -28% | Dec 2025 |
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| Empirical Asset Management | 5.9k | $219k | 6% | Mar 2026 |
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| Beacon Pointe Advisors | 5.7k | $211k | 100% | Dec 2025 |
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| Latitude Advisors | 5.6k | $208k | 100% | Mar 2026 |
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| CoreCap Advisors | 5.4k | $200k | 58% | Mar 2026 |
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| SRS Capital Advisors | 3.8k | $140k | -1% | Mar 2026 |
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| Cornerstone Planning Group | 671.00 | $29k | 0% | Mar 2026 |
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| Wells Fargo & Company | 613.00 | $23k | 100% | Mar 2026 |
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| Farther Finance Advisors | 356.00 | $13k | 0% | Mar 2026 |
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| Advisor Group Holdings | 300.00 | $11k | 0% | Dec 2025 |
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| IFP Advisors | 102.00 | $3.8k | 0% | Mar 2026 |
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| Assetmark | 99.00 | $3.7k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 62.00 | $2.3k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 40.00 | $1.5k | 0% | Mar 2026 |
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Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Axxcess Wealth Management | Dec 2025 | 50k | $1.8M |
| Atria Investments | Dec 2025 | 9.8k | $362k |
| Axiom Financial Strategies | Dec 2025 | 7.6k | $282k |
| Hanson McClain Advisors | Sep 2025 | 959.00 | $36k |
| Retirement Wealth Solutions | Dec 2025 | 496.00 | $18k |