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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| GeoWealth Management | 812k | $28M | 137% | Mar 2026 |
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| Menard Financial Group | 795k | $28M | -1% | Dec 2025 |
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| Change Path | 485k | $16M | 2% | Mar 2026 |
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| Continental Investors Services | 448k | $16M | 69% | Mar 2026 |
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| Koshinski Asset Management | 342k | $12M | 20% | Mar 2026 |
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| TRUE Private Wealth Advisors | 231k | $7.8M | -9% | Mar 2026 |
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| Balboa Wealth Partners | 183k | $6.2M | 10% | Mar 2026 |
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| Strategic Blueprint | 174k | $5.9M | 1% | Mar 2026 |
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| Virtue Capital Management | 170k | $5.6M | 30% | Mar 2026 |
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| Wayfinding Financial | 164k | $5.6M | 1% | Mar 2026 |
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| Arete Wealth Advisors | 159k | $5.4M | -29% | Mar 2026 |
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| Navigation Wealth Management | 156k | $5.3M | -2% | Mar 2026 |
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| M1 Capital Management | 153k | $5.2M | -3% | Mar 2026 |
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| Advyzon Investment Management | 118k | $4.0M | 26% | Mar 2026 |
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| Creative Planning | 95k | $3.2M | -8% | Mar 2026 |
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| EJMK Ventures | 91k | $3.1M | -31% | Mar 2026 |
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| Strive Financial Group | 81k | $2.8M | 1% | Mar 2026 |
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| Alteri Wealth | 78k | $2.6B | 0% | Mar 2026 |
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| Paragon Private Wealth Management | 75k | $2.5M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 74k | $2.5M | 10% | Mar 2026 |
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| Ignite Planners | 62k | $2.1M | -3% | Mar 2026 |
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| Discipline Wealth Solutions | 60k | $2.0M | 3% | Mar 2026 |
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| Commonwealth Equity Services | 55k | $1.8M | 1% | Mar 2026 |
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| Bank of America Corporation | 54k | $1.8M | 100% | Mar 2026 |
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| Ambassador Advisors | 54k | $1.8M | 20% | Mar 2026 |
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| Stirlingshire Investments | 49k | $1.7M | 100% | Mar 2026 |
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| Simplicity Wealth | 49k | $1.7M | -1% | Mar 2026 |
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| Unique Wealth | 40k | $1.4M | 7% | Mar 2026 |
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| Integrity Wealth Partners | 40k | $1.3M | 100% | Mar 2026 |
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| Private Advisor | 40k | $1.3M | -37% | Mar 2026 |
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| Two Sigma Investments | 37k | $1.2M | 100% | Mar 2026 |
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| Carter Financial Group | 36k | $1.2M | -3% | Mar 2026 |
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| Gts Securities | 35k | $1.2M | -17% | Dec 2025 |
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| Rossby Financial, LCC | 27k | $923k | -1% | Mar 2026 |
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| LPL Financial | 26k | $880k | 21% | Mar 2026 |
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| Independent Financial Group | 25k | $845k | 22% | Mar 2026 |
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| Summit Financial | 23k | $786k | -6% | Mar 2026 |
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| Vise Technologies | 22k | $777k | 0% | Mar 2026 |
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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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| Empirical Asset Management | 17k | $558k | 3% | Mar 2026 |
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| IHT Wealth Management | 15k | $522k | 36% | Dec 2025 |
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| Victory Financial Group | 15k | $498k | -35% | Mar 2026 |
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| Independent Wealth Network | 14k | $482k | 0% | Mar 2026 |
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| Sentinus | 14k | $478k | 100% | Mar 2026 |
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| Susquehanna International | 14k | $473k | 66% | Dec 2025 |
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| Ethos Financial Group | 14k | $459k | 0% | Mar 2026 |
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| Onyx Bridge Wealth Group | 13k | $452k | 0% | Mar 2026 |
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| Latitude Advisors | 13k | $450k | 12% | Mar 2026 |
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| Revisor Wealth Management | 13k | $426k | 100% | Mar 2026 |
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| Arista Wealth Management | 11k | $356k | 1% | Mar 2026 |
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| SRS Capital Advisors | 10k | $351k | 0% | Mar 2026 |
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| Harbour Investments | 9.9k | $334k | 182% | Mar 2026 |
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| Madison Wealth Partners | 7.9k | $268k | 100% | Mar 2026 |
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| CoreCap Advisors | 7.9k | $267k | 58% | Mar 2026 |
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| We Are One Seven | 7.3k | $253k | 100% | Dec 2025 |
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| Citadel Advisors | 7.1k | $239k | -60% | Mar 2026 |
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| Verus Capital Partners | 6.7k | $228k | 100% | Mar 2026 |
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| Cooper Financial Group | 6.5k | $220k | 100% | Mar 2026 |
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| BDFS Capital | 6.2k | $210k | -12% | Mar 2026 |
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| OMNI 360 Wealth | 5.9k | $200k | -1% | Mar 2026 |
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| Buckingham Strategic Partners | 5.9k | $200k | -1% | Mar 2026 |
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| Pnc Financial Services | 5.4k | $182k | 100% | Mar 2026 |
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| Cornerstone Planning Group | 1.8k | $65k | 0% | Mar 2026 |
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| UBS Group | 422.00 | $14k | -68% | Mar 2026 |
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| IFP Advisors | 266.00 | $9.0k | 1% | Mar 2026 |
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| Assetmark | 262.00 | $8.9k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 177.00 | $6.0k | 100% | Mar 2026 |
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| DHJJ Financial Advisors | 50.00 | $1.7k | 0% | Mar 2026 |
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| Retirement Wealth Solutions | 1.00 | $24.000000 | -100% | Mar 2026 |
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| Morgan Stanley | 1.00 | $46.000000 | -50% | 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 | 136k | $4.7M |
| Advisory Advocates | Dec 2025 | 40k | $1.4M |
| Atria Investments | Dec 2025 | 25k | $851k |
| Axiom Financial Strategies | Dec 2025 | 21k | $726k |
| Security Financial Services | Dec 2025 | 12k | $421k |
| Garden State Investment Advisory Services | Dec 2025 | 11k | $379k |
| Kestra Advisory Services | Dec 2025 | 4.7k | $162k |
| Hanson McClain Advisors | Sep 2025 | 2.8k | $94k |