Who owns ZACKS TRUST?
- Ticker: ZECP
- CUSIP Number: 98888g105
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
Download as csv
Download as Excel
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 | $47M | 5% | Jun 2026 |
|
| GeoWealth Management | 969k | $37M | 19% | Jun 2026 |
|
| Menard Financial Group | 794k | $30M | 0% | Jun 2026 |
|
| Continental Investors Services | 591k | $23M | 32% | Jun 2026 |
|
| Koshinski Asset Management | 342k | $12M | 20% | Mar 2026 |
|
| Strive Financial Group | 300k | $11M | 268% | Jun 2026 |
|
| Arete Wealth Advisors | 252k | $7.8M | 58% | Jun 2026 |
|
| TRUE Private Wealth Advisors | 234k | $8.8M | 1% | Jun 2026 |
|
| LPL Financial | 226k | $8.5M | 768% | Jun 2026 |
|
| Balboa Wealth Partners | 183k | $6.9M | 0% | Jun 2026 |
|
| Navigation Wealth Management | 180k | $6.8M | 16% | Jun 2026 |
|
| Strategic Blueprint | 171k | $6.5M | -2% | Jun 2026 |
|
| Virtue Capital Management | 166k | $6.3M | -2% | Jun 2026 |
|
| M1 Capital Management | 157k | $5.9M | 3% | Jun 2026 |
|
| Farther Finance Advisors | 136k | $5.1M | 100% | Jun 2026 |
|
| Advyzon Investment Management | 132k | $5.0M | 12% | Jun 2026 |
|
| Axxcess Wealth Management | 91k | $3.4M | 100% | Jun 2026 |
|
| Sentinus | 89k | $3.4M | 529% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 83k | $3.1M | 11% | Jun 2026 |
|
| Creative Planning | 82k | $3.1M | -14% | Jun 2026 |
|
| Alteri Wealth | 76k | $2.9B | -2% | Jun 2026 |
|
| Paragon Private Wealth Management | 76k | $2.9M | 2% | Jun 2026 |
|
| EJMK Ventures | 72k | $2.7M | -21% | Jun 2026 |
|
| Bank of America Corporation | 71k | $2.7M | 31% | Jun 2026 |
|
| Ignite Planners | 63k | $2.4M | 2% | Jun 2026 |
|
| Discipline Wealth Solutions | 62k | $2.3M | 4% | Jun 2026 |
|
| Wayfinding Financial | 59k | $2.2M | -64% | Jun 2026 |
|
| PKS Advisory Services | 58k | $2.2M | 100% | Jun 2026 |
|
| Commonwealth Equity Services | 52k | $2.0M | -4% | Jun 2026 |
|
| Simplicity Wealth | 51k | $1.9M | 4% | Jun 2026 |
|
| Ambassador Advisors | 50k | $1.9M | -7% | Jun 2026 |
|
| Stirlingshire Investments | 50k | $1.9M | 0% | Jun 2026 |
|
| Unique Wealth | 47k | $1.8M | 18% | Jun 2026 |
|
| Integrity Wealth Partners | 40k | $1.3M | 100% | Mar 2026 |
|
| Carter Financial Group | 37k | $1.4M | 2% | Jun 2026 |
|
| Rossby Financial, LCC | 27k | $1.0M | 0% | Jun 2026 |
|
| Vantus Wealth | 27k | $1.0M | 21% | Jun 2026 |
|
| Independent Financial Group | 26k | $983k | 4% | Jun 2026 |
|
| Susquehanna International | 21k | $797k | 18% | Jun 2026 |
|
| IHT Wealth Management | 20k | $748k | 12% | Jun 2026 |
|
| Latitude Advisors | 20k | $746k | 49% | Jun 2026 |
|
| OceanIQ Capital | 19k | $745k | 100% | Jun 2026 |
|
| Summit Financial | 19k | $709k | -19% | Jun 2026 |
|
| Empirical Asset Management | 16k | $587k | -6% | Jun 2026 |
|
| Harbour Investments | 15k | $580k | 56% | Jun 2026 |
|
| Advisory Advocates | 15k | $578k | 100% | Jun 2026 |
|
| Axim Planning & Wealth | 15k | $561k | -34% | Jun 2026 |
|
| Independent Wealth Network | 14k | $537k | 0% | Jun 2026 |
|
| Ethos Financial Group | 14k | $507k | 0% | Jun 2026 |
|
| Onyx Bridge Wealth Group | 13k | $504k | 0% | Jun 2026 |
|
| SeaCrest Wealth Management | 12k | $462k | 100% | Jun 2026 |
|
| Revisor Wealth Management | 12k | $442k | -7% | Jun 2026 |
|
| Arista Wealth Management | 11k | $405k | 2% | Jun 2026 |
|
| Cooper Financial Group | 11k | $401k | 63% | Jun 2026 |
|
| SRS Capital Advisors | 10k | $392k | 0% | Jun 2026 |
|
| Madison Wealth Partners | 9.8k | $370k | 24% | Jun 2026 |
|
| GK Wealth Management | 8.2k | $309k | 100% | Jun 2026 |
|
| Verus Capital Partners | 7.9k | $297k | 17% | Jun 2026 |
|
| Vise Technologies | 7.7k | $292k | -65% | Jun 2026 |
|
| Buckingham Strategic Partners | 7.3k | $276k | 23% | Jun 2026 |
|
| OMNI 360 Wealth | 7.3k | $276k | 23% | Jun 2026 |
|
| Victory Financial Group | 6.8k | $256k | -54% | Jun 2026 |
|
| We Are One Seven | 6.8k | $255k | 1% | Jun 2026 |
|
| BDFS Capital | 6.1k | $232k | -1% | Jun 2026 |
|
| CoreCap Advisors | 6.0k | $226k | -24% | Jun 2026 |
|
| Noble Wealth Partners | 5.5k | $208k | 100% | Jun 2026 |
|
| Sanctuary Advisors | 5.4k | $204k | 100% | Jun 2026 |
|
| Pnc Financial Services | 3.0k | $113k | -44% | Jun 2026 |
|
| Mercer Global Advisors | 2.7k | $101k | 100% | Jun 2026 |
|
| Cornerstone Planning Group | 1.8k | $67k | 0% | Jun 2026 |
|
| UBS Group | 1.7k | $66k | 312% | Jun 2026 |
|
| Compass Financial Management | 1.3k | $49k | 100% | Jun 2026 |
|
| Ameritas Advisory Services | 1.0k | $39k | 100% | Jun 2026 |
|
| Hanson McClain Advisors | 994.00 | $38k | 100% | Jun 2026 |
|
| Global Retirement Partners | 533.00 | $20k | 100% | Jun 2026 |
|
| IFP Advisors | 266.00 | $10k | 0% | Jun 2026 |
|
| Hallmark Capital Management | 197.00 | $7.4k | 100% | Jun 2026 |
|
| DHJJ Financial Advisors | 50.00 | $1.9k | 0% | Jun 2026 |
|
| Luminist Capital | 4.00 | $151.000000 | 100% | Jun 2026 |
|
| Retirement Wealth Solutions | 1.00 | $27.000000 | 0% | Jun 2026 |
|
| Morgan Stanley | 1.00 | $46.000000 | -50% | Mar 2026 |
|
Who sold out of Zacks Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Change Path | Mar 2026 | 485k | $16M |
| Private Advisor | Mar 2026 | 40k | $1.3M |
| Two Sigma Investments | Mar 2026 | 37k | $1.2M |
| Gts Securities | Mar 2026 | 28k | $955k |
| Citadel Advisors | Mar 2026 | 7.1k | $239k |
| Assetmark | Mar 2026 | 262.00 | $8.9k |
| Northwestern Mutual Wealth Management Company | Mar 2026 | 177.00 | $6.0k |