13F Insight
DOSSIER · 13F Holders · Q1 2026
GROZ

ZACKS TRUST

48 institutions still hold ZACKS TRUST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98888G808·48 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$46M
visible holders
Holders
48
filers reporting
Concentration
13.35%
CreativeOne Wealth, LLC #1
top holder share
AI Holders Summary · Q1 2026

48 institutions reported GROZ in Q1 2026. CreativeOne Wealth, LLC leads at 13.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
CreativeOne Wealth, LLC
CIK 0001739728
$6M225K0.14%Q1 202602
GeoWealth Management, LLC
CIK 0001593387
$5M164K0.16%Q1 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M145K0.00%Q1 202604
TRUIST FINANCIAL CORP
CIK 0000092230
$4M134K0.01%Q1 202605
Arete Wealth Advisors, LLC
CIK 0001600151
$4M131K0.27%Q1 202606
Prosperity Financial Group, Inc.
CIK 0001991334
$4M128K1.30%Q1 202607
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$3M103K3.09%Q1 202608
Strategic Blueprint, LLC
CIK 0001767821
$3M94K0.15%Q2 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M87K0.00%Q1 202610
Strive Financial Group ,LLC
CIK 0002090040
$2M82K1.19%Q1 202611
CoreCap Advisors, LLC
CIK 0001902501
$2M50K0.05%Q2 202612
M1 Capital Management LLC
CIK 0001976157
$2M56K0.71%Q1 202613
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$1M49K0.04%Q1 202614
Advisory Services Network, LLC
CIK 0001573876
$941K34K0.01%Q1 202615
Axim Planning & Wealth
CIK 0001950607
$905K33K1.10%Q1 202616
Koshinski Asset Management, Inc.
CIK 0001633389
$900K33K0.06%Q1 202617
Advyzon Investment Management, LLC
CIK 0002011872
$720K26K0.06%Q1 202618
TRUE Private Wealth Advisors
CIK 0001667074
$697K22K0.06%Q2 202619
GK Wealth Management LLC
CIK 0002069222
$695K22K0.36%Q2 202620
Wayfinding Financial, LLC
CIK 0001898131
$670K24K0.29%Q1 2026
Page 1 of 3
28 more holders available. Log in →