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 | 1.0M | $46M | 15% | Jun 2026 |
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| TRUE Private Wealth Advisors | 777k | $35M | 16% | Jun 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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| Branch Banking & Trust Company | 255k | $11M | 52% | Jun 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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| 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 | 78k | $2.9M | -24% | Mar 2026 |
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| Strategic Blueprint | 73k | $2.7M | 7% | Mar 2026 |
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| Maia Wealth | 72k | $3.2M | 12% | Jun 2026 |
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| M1 Capital Management | 70k | $2.6M | 7% | Mar 2026 |
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| Navigation Wealth Management | 67k | $3.0M | 15% | Jun 2026 |
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| Balboa Wealth Partners | 63k | $2.4M | 10% | Mar 2026 |
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| Prosperity Financial Group | 52k | $2.3M | 1% | Jun 2026 |
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| Bauman Advisory Group | 48k | $1.8M | -4% | Mar 2026 |
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| Farther Finance Advisors | 48k | $2.1M | 13258% | Jun 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 | 34k | $1.5M | 6% | Jun 2026 |
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| Axxcess Wealth Management | 30k | $1.3M | 100% | Jun 2026 |
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| Cambridge Investment Research Advisors | 29k | $1.1M | 13% | Mar 2026 |
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| Paragon Private Wealth Management | 27k | $1.2M | -2% | Jun 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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| Axim Planning & Wealth | 22k | $811k | 6% | 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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| GK Wealth Management | 19k | $862k | 100% | Jun 2026 |
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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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| 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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| Latitude Advisors | 7.7k | $343k | 37% | Jun 2026 |
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| Susquehanna International | 7.1k | $261k | 18% | Mar 2026 |
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| Investment Advisory Services | 6.9k | $257k | 0% | Mar 2026 |
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| Cooper Financial Group | 6.9k | $308k | 100% | Jun 2026 |
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| CoreCap Advisors | 6.1k | $270k | 12% | Jun 2026 |
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| Pnc Financial Services | 6.0k | $222k | 0% | Mar 2026 |
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| Empirical Asset Management | 5.9k | $219k | 6% | Mar 2026 |
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| Beacon Pointe Advisors | 5.7k | $211k | 0% | 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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| Advisor Group Holdings | 171.00 | $6.3k | -43% | Mar 2026 |
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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 |
|---|---|---|---|
| Axiom Financial Strategies | Dec 2025 | 7.6k | $282k |