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

ZACKS TRUST

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

CUSIP 98888G881·47 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$49M
visible holders
Holders
47
filers reporting
Concentration
18.39%
GeoWealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported QUIZ in Q1 2026. GeoWealth Management, LLC leads at 18.4% 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
$9M335K0.33%Q1 202602
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$8M259K7.12%Q1 202603
TRUE Private Wealth Advisors
CIK 0001667074
$5M158K0.40%Q2 202604
Navigation Wealth Management, Inc.
CIK 0001839930
$3M106K4.25%Q2 202605
Strategic Blueprint, LLC
CIK 0001767821
$3M100K0.15%Q2 202606
M1 Capital Management LLC
CIK 0001976157
$3M99K1.23%Q1 202607
Balboa Wealth Partners
CIK 0001929008
$3M97K0.44%Q1 202608
Farther Finance Advisors, LLC
CIK 0001992825
$2M82K0.02%Q2 202609
Advisory Services Network, LLC
CIK 0001573876
$2M87K0.03%Q1 202610
Arete Wealth Advisors, LLC
CIK 0001600151
$2M86K0.17%Q1 202611
Advyzon Investment Management, LLC
CIK 0002011872
$2M59K0.14%Q1 202612
Paragon Private Wealth Management, LLC
CIK 0001922684
$1M47K0.40%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M39K0.00%Q1 202614
Alteri Wealth LLC
CIK 0002054980
$915K34K0.30%Q1 202615
UNIQUE WEALTH, LLC
CIK 0001957124
$870K30K0.10%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$832K31K0.00%Q1 202617
Koshinski Asset Management, Inc.
CIK 0001633389
$789K29K0.05%Q1 202618
Simplicity Wealth,LLC
CIK 0001913243
$788K29K0.04%Q1 202619
EJMK Ventures LLC
CIK 0002113915
$756K28K0.42%Q1 202620
Stirlingshire Investments, Inc.
CIK 0001829271
$718K27K0.63%Q1 2026
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