Who owns ZACKS TRUST?
- Ticker: ZECP
- CUSIP Number: 98888g105
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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 |
|---|---|---|---|---|---|
| Advisory Services Network | 1.3M | $43M | 3% | Sep 2025 |
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| Menard Financial Group | 799k | $27M | -40% | Sep 2025 |
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| Change Path | 468k | $16M | 3% | Sep 2025 |
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| TRUE Private Wealth Advisors | 268k | $9.0M | -2% | Sep 2025 |
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| Arete Wealth Advisors | 229k | $7.7M | 3% | Sep 2025 |
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| Continental Investors Services | 171k | $5.8M | 40% | Sep 2025 |
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| Creative Planning | 170k | $5.7M | -59% | Sep 2025 |
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| Strategic Blueprint | 170k | $5.7M | 5% | Sep 2025 |
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| Wayfinding Financial | 160k | $5.4M | 0% | Sep 2025 |
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| von Borstel & Associates | 159k | $5.5M | 100% | Sep 2025 |
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| Navigation Wealth Management | 150k | $5.0M | -2% | Sep 2025 |
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| Balboa Wealth Partners | 145k | $4.9M | -10% | Sep 2025 |
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| Axxcess Wealth Management | 140k | $4.7M | -20% | Sep 2025 |
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| M1 Capital Management | 140k | $4.7M | 57% | Sep 2025 |
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| Virtue Capital Management | 128k | $4.3M | 8% | Sep 2025 |
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| GeoWealth Management | 123k | $4.1M | 183% | Sep 2025 |
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| Koshinski Asset Management | 112k | $3.8M | 338% | Sep 2025 |
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| Alteri Wealth | 76k | $2.6B | 52% | Sep 2025 |
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| Paragon Private Wealth Management | 70k | $2.3M | -8% | Sep 2025 |
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| Cambridge Investment Research Advisors | 64k | $2.2M | -3% | Sep 2025 |
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| Private Advisor | 64k | $2.1M | 2% | Sep 2025 |
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| Advyzon Investment Management | 62k | $2.1M | 36% | Sep 2025 |
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| Ignite Planners | 61k | $2.0M | 9% | Sep 2025 |
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| Simplicity Wealth | 59k | $2.0M | 100% | Sep 2025 |
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| Discipline Wealth Solutions | 59k | $2.0M | 3% | Sep 2025 |
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| Two Sigma Investments | 54k | $1.8M | 111% | Sep 2025 |
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| Commonwealth Equity Services | 53k | $1.8M | 100% | Sep 2025 |
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| Carter Financial Group | 45k | $1.5M | -3% | Sep 2025 |
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| Gts Securities | 43k | $1.4M | 10% | Sep 2025 |
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| Ambassador Advisors | 41k | $1.4M | 100% | Sep 2025 |
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| Unique Wealth | 34k | $1.1M | 1% | Sep 2025 |
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| Victory Financial Group | 28k | $925k | 100% | Sep 2025 |
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| Atria Investments | 24k | $820k | -7% | Sep 2025 |
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| Summit Financial | 22k | $750k | 100% | Sep 2025 |
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| LPL Financial | 21k | $713k | 25% | Sep 2025 |
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| Empirical Asset Management | 21k | $708k | 1% | Sep 2025 |
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| Axiom Financial Strategies | 21k | $702k | -7% | Sep 2025 |
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| Rossby Financial, LCC | 20k | $662k | 2% | Sep 2025 |
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| Axim Planning & Wealth | 19k | $641k | 100% | Sep 2025 |
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| Flow Traders US | 16k | $545k | 100% | Sep 2025 |
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| Ethos Financial Group | 14k | $452k | -8% | Sep 2025 |
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| Onyx Bridge Wealth Group | 13k | $426k | 7% | Sep 2025 |
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| Arista Wealth Management | 12k | $391k | -8% | Sep 2025 |
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| IHT Wealth Management | 11k | $370k | -2% | Sep 2025 |
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| Hrt Financial | 10k | $336k | 100% | Sep 2025 |
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| Susquehanna International | 8.2k | $275k | -85% | Sep 2025 |
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| Citadel Advisors | 7.3k | $246k | 100% | Sep 2025 |
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| OMNI 360 Wealth | 6.1k | $205k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 2.8k | $94k | 100% | Sep 2025 |
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| Retirement Wealth Solutions | 1.3k | $43k | 0% | Sep 2025 |
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| Harbour Investments | 1.1k | $37k | 175% | Sep 2025 |
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| UBS Group | 721.00 | $24k | 100% | Sep 2025 |
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| IFP Advisors | 265.00 | $8.9k | -53% | Sep 2025 |
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| CoreCap Advisors | 89.00 | $3.0k | 100% | Sep 2025 |
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| DHJJ Financial Advisors | 50.00 | $1.7k | 0% | 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 | 37k | $1.2M |
| Private Client Services | Jun 2025 | 16k | $507k |
| AssuredPartners Investment Advisors | Jun 2025 | 12k | $377k |
| Ameritas Advisory Services | Jun 2025 | 1.2k | $39k |