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

ZACKS TRUST

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

CUSIP 98888G881·50 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$64M
visible holders
Holders
50
filers reporting
Concentration
23.86%
GeoWealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

50 institutions reported QUIZ in Q2 2026. GeoWealth Management, LLC leads at 23.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GeoWealth Management, LLC
CIK 0001593387
$15M519K0.48%Q2 202602
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$11M369K8.60%Q2 202603
TRUE Private Wealth Advisors
CIK 0001667074
$4M154K0.38%Q3 202604
M1 Capital Management LLC
CIK 0001976157
$3M110K1.19%Q2 202605
Arete Wealth Advisors, LLC
CIK 0001600151
$3M109K0.21%Q2 202606
Navigation Wealth Management, Inc.
CIK 0001839930
$3M106K4.25%Q2 202607
Strategic Blueprint, LLC
CIK 0001767821
$3M100K0.15%Q2 202608
Advisory Services Network, LLC
CIK 0001573876
$3M87K0.03%Q2 202609
Balboa Wealth Partners
CIK 0001929008
$2M86K0.33%Q3 202610
Farther Finance Advisors, LLC
CIK 0001992825
$2M84K0.02%Q3 202611
LPL Financial LLC
CIK 0001403438
$2M59K0.00%Q2 202612
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$2M58K0.03%Q2 202613
Rothschild Wealth LLC
CIK 0001811345
$2M56K0.13%Q2 202614
Advyzon Investment Management, LLC
CIK 0002011872
$2M59K0.14%Q1 202615
Alteri Wealth LLC
CIK 0002054980
$1M50K0.40%Q2 202616
Koshinski Asset Management, Inc.
CIK 0001633389
$1M39K0.06%Q2 202617
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M39K0.00%Q1 202618
EJMK Ventures LLC
CIK 0002113915
$1M36K0.47%Q2 202619
Ignite Planners, LLC
CIK 0001849348
$943K32K0.12%Q3 202620
UNIQUE WEALTH, LLC
CIK 0001957124
$906K32K0.10%Q3 2026
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