ZACKS INVESTMENT MANAGEMENT

Comprehensive Analysis of Zacks Investment Management SEC 13F Filing (Q3 2025)

1. Portfolio Overview

The most striking feature of this filing is the dramatic contraction in portfolio size. Zacks Investment Management reduced its total assets under management (AUM) reported in this 13F by 52.2%, dropping from $11.69 billion to $5.59 billion quarter-over-quarter. This reduction is accompanied by a significant shift in position management: the filer reported **30 new positions...