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 | $45M | 1% | Dec 2025 |
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| Menard Financial Group | 795k | $28M | -1% | Dec 2025 |
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| Change Path | 477k | $17M | 2% | Dec 2025 |
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| GeoWealth Management | 343k | $12M | 179% | Dec 2025 |
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| Koshinski Asset Management | 285k | $9.9M | 155% | Dec 2025 |
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| Continental Investors Services | 265k | $9.7M | 55% | Dec 2025 |
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| TRUE Private Wealth Advisors | 254k | $8.8M | -5% | Dec 2025 |
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| Arete Wealth Advisors | 225k | $7.8M | -2% | Dec 2025 |
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| Strategic Blueprint | 173k | $6.0M | 2% | Dec 2025 |
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| Balboa Wealth Partners | 166k | $5.8M | 14% | Dec 2025 |
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| Wayfinding Financial | 163k | $5.7M | 1% | Dec 2025 |
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| Navigation Wealth Management | 160k | $5.5M | 6% | Dec 2025 |
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| M1 Capital Management | 158k | $5.5M | 13% | Dec 2025 |
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| Axxcess Wealth Management | 136k | $4.7M | -3% | Dec 2025 |
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| Virtue Capital Management | 131k | $4.6M | 2% | Dec 2025 |
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| Creative Planning | 103k | $3.6M | -40% | Dec 2025 |
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| Advyzon Investment Management | 94k | $3.3M | 51% | Dec 2025 |
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| Paragon Private Wealth Management | 77k | $2.7M | 11% | Dec 2025 |
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| Alteri Wealth | 76k | $2.6B | 52% | Sep 2025 |
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| Cambridge Investment Research Advisors | 68k | $2.4M | 6% | Dec 2025 |
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| Ignite Planners | 64k | $2.3M | 6% | Dec 2025 |
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| Private Advisor | 63k | $2.2M | -1% | Dec 2025 |
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| Discipline Wealth Solutions | 58k | $2.0M | -1% | Dec 2025 |
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| Two Sigma Investments | 54k | $1.8M | 111% | Sep 2025 |
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| Commonwealth Equity Services | 54k | $1.9M | 2% | Dec 2025 |
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| Simplicity Wealth | 50k | $1.7M | -16% | Dec 2025 |
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| Ambassador Advisors | 45k | $1.6M | 10% | Dec 2025 |
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| Unique Wealth | 38k | $1.3M | 13% | Dec 2025 |
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| Carter Financial Group | 38k | $1.3M | -17% | Dec 2025 |
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| Gts Securities | 35k | $1.2M | -17% | Dec 2025 |
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| Rossby Financial, LCC | 27k | $952k | 40% | Dec 2025 |
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| Summit Financial | 25k | $864k | 11% | Dec 2025 |
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| Atria Investments | 25k | $851k | 0% | Dec 2025 |
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| Victory Financial Group | 23k | $784k | -18% | Dec 2025 |
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| Vise Technologies | 22k | $777k | 100% | Dec 2025 |
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| Vantus Wealth | 22k | $771k | 100% | Dec 2025 |
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| Axim Planning & Wealth | 22k | $751k | 13% | Dec 2025 |
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| LPL Financial | 22k | $746k | 1% | Dec 2025 |
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| Axiom Financial Strategies | 21k | $726k | 0% | Dec 2025 |
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| Empirical Asset Management | 16k | $554k | -24% | Dec 2025 |
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| IHT Wealth Management | 15k | $522k | 36% | Dec 2025 |
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| Independent Wealth Network | 14k | $495k | 100% | Dec 2025 |
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| Susquehanna International | 14k | $473k | 66% | Dec 2025 |
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| Ethos Financial Group | 14k | $475k | 1% | Dec 2025 |
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| Onyx Bridge Wealth Group | 13k | $464k | 5% | Dec 2025 |
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| Security Financial Services | 12k | $421k | 100% | Dec 2025 |
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| Latitude Advisors | 12k | $412k | 100% | Dec 2025 |
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| Garden State Investment Advisory Services | 11k | $379k | 100% | Dec 2025 |
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| SRS Capital Advisors | 10k | $361k | 100% | Dec 2025 |
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| Arista Wealth Management | 10k | $361k | -11% | Dec 2025 |
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| Citadel Advisors | 7.3k | $246k | 100% | Sep 2025 |
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| We Are One Seven | 7.3k | $253k | 100% | Dec 2025 |
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| BDFS Capital | 7.1k | $248k | 100% | Dec 2025 |
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| OMNI 360 Wealth | 6.0k | $212k | -2% | Dec 2025 |
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| Buckingham Strategic Partners | 6.0k | $207k | 100% | Dec 2025 |
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| CoreCap Advisors | 5.0k | $174k | 5529% | Dec 2025 |
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| Kestra Advisory Services | 4.7k | $162k | 100% | Dec 2025 |
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| Harbour Investments | 3.5k | $122k | 217% | Dec 2025 |
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| Cornerstone Planning Group | 1.8k | $63k | 100% | Dec 2025 |
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| Retirement Wealth Solutions | 1.4k | $47k | 6% | Dec 2025 |
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| UBS Group | 1.3k | $46k | 82% | Dec 2025 |
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| IFP Advisors | 264.00 | $9.2k | 0% | Dec 2025 |
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| DHJJ Financial Advisors | 50.00 | $1.7k | 0% | Dec 2025 |
|
Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| von Borstel & Associates | Sep 2025 | 159k | $5.5M |
| Flow Traders US | Sep 2025 | 16k | $545k |
| Hrt Financial | Sep 2025 | 10k | $336k |
| Hanson McClain Advisors | Sep 2025 | 2.8k | $94k |