DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

SMIZ

ZACKS TRUST

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

CUSIP 98888G204·61 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 6.9%

vs prior quarter

13F value held

$147M

54.0% inst. owned

of float

Holders

61

+104 QoQ

filers reporting

Activity

+8 / −53

+950 added · −913 reduced

this quarter

Concentration

22.35%

Avior Wealth Management, LLC #1

top holder share

AI Holders Summary · Q1 2026

61 institutions reported SMIZ in Q1 2026. Avior Wealth Management, LLC leads at 22.3% of the visible book. +104 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Avior Wealth Management, LLC

$33M888K0.93%Q1 2026 02

TRUE Private Wealth Advisors

$25M672K2.37%Q1 2026 03

CreativeOne Wealth, LLC

$15M412K0.35%Q1 2026 04

GeoWealth Management, LLC

$11M296K0.39%Q1 2026 05

Sanchez Wealth Management Group

$8M212K1.70%Q1 2026 06

ENVESTNET ASSET MANAGEMENT INC

$8M205K0.00%Q1 2026 07

CONTINENTAL INVESTORS SERVICES, INC.

$8M179K7.17%Q1 2026 08

TRUIST FINANCIAL CORP

$6M167K0.01%Q1 2026 09

Koshinski Asset Management, Inc.

$5M139K0.32%Q1 2026 10

Arete Wealth Advisors, LLC

$4M116K0.32%Q1 2026 11

LPL Financial LLC

$4M108K0.00%Q1 2026 12

Advisory Services Network, LLC

$3M78K0.04%Q1 2026 13

Strategic Blueprint, LLC

$3M73K0.16%Q1 2026 14

M1 Capital Management LLC

$3M70K1.20%Q1 2026 15

Maia Wealth LLC

$2M65K0.40%Q1 2026 16

Balboa Wealth Partners

$2M63K0.39%Q1 2026 17

Navigation Wealth Management, Inc.

$2M59K7.85%Q1 2026 18

Prosperity Financial Group, Inc.

$2M51K0.70%Q1 2026 19

Bauman Advisory Group, LLC

$2M48K1.24%Q1 2026 20

Advyzon Investment Management, LLC

$2M46K0.15%Q1 2026

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