13F Insight
DOSSIER · 13F Holders · Q2 2026
GROZ

ZACKS TRUST

52 institutions still hold ZACKS TRUST as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98888G808·52 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$68M
visible holders
Holders
52
filers reporting
Concentration
16.24%
Strive Financial Group ,LLC #1
top holder share
AI Holders Summary · Q2 2026

52 institutions reported GROZ in Q2 2026. Strive Financial Group ,LLC leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Strive Financial Group ,LLC
CIK 0002090040
$11M345K4.76%Q2 202602
FOCUSED ALPHA, LLC
CIK 0002105062
$9M298K2.43%Q2 202603
GeoWealth Management, LLC
CIK 0001593387
$9M284K0.28%Q2 202604
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$6M175K4.55%Q2 202605
Arete Wealth Advisors, LLC
CIK 0001600151
$5M158K0.33%Q2 202606
Prosperity Financial Group, Inc.
CIK 0001991334
$4M131K1.29%Q2 202607
CreativeOne Wealth, LLC
CIK 0001739728
$3M97K0.07%Q2 202608
Strategic Blueprint, LLC
CIK 0001767821
$3M94K0.15%Q2 202609
Advisory Services Network, LLC
CIK 0001573876
$3M80K0.03%Q2 202610
LPL Financial LLC
CIK 0001403438
$2M74K0.00%Q2 202611
M1 Capital Management LLC
CIK 0001976157
$2M63K0.74%Q2 202612
CoreCap Advisors, LLC
CIK 0001902501
$2M50K0.05%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M44K0.00%Q2 202614
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$1M42K0.02%Q2 202615
Axim Planning & Wealth
CIK 0001950607
$1M35K1.55%Q2 202616
Koshinski Asset Management, Inc.
CIK 0001633389
$1M34K0.06%Q2 202617
Sanctuary Advisors, LLC
CIK 0001777271
$1M33K0.00%Q2 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$1M32K0.00%Q2 202619
Hardworking Capital Advisors, LLC
CIK 0002098583
$745K23K0.61%Q2 202620
EJMK Ventures LLC
CIK 0002113915
$729K23K0.33%Q2 2026
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