DOSSIER · 13F Holders · Q2 2026
PRIZ

ZACKS TRUST

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

CUSIP 98888G865·6 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$897K
visible holders
Holders
6
filers reporting
Concentration
72.39%
CONTINENTAL INVESTORS SERVICES, INC. #1
top holder share
AI Holders Summary · Q2 2026

6 institutions reported PRIZ in Q2 2026. CONTINENTAL INVESTORS SERVICES, INC. leads at 72.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$649K22K0.51%Q2 2026
02
Farther Finance Advisors, LLC
CIK 0001992825
$159K6K0.00%Q3 2026
03
ROYAL BANK OF CANADA
CIK 0001000275
$79K3K0.00%Q2 2026
04
CoreCap Advisors, LLC
CIK 0001902501
$6K2640.00%Q3 2026
05
GK Wealth Management LLC
CIK 0002069222
$3K1390.00%Q3 2026
06
IFP Advisors, Inc
CIK 0001641866
$4920.00%Q3 2026