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

ZACKS TRUST

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

CUSIP 98888G204·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$175M
visible holders
Holders
65
filers reporting
Concentration
25.93%
Avior Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported SMIZ in Q2 2026. Avior Wealth Management, LLC leads at 25.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Avior Wealth Management, LLC
CIK 0001599868
$46M1.0M1.20%Q2 202602
TRUE Private Wealth Advisors
CIK 0001667074
$35M777K2.99%Q2 202603
CreativeOne Wealth, LLC
CIK 0001739728
$15M412K0.35%Q1 202604
GeoWealth Management, LLC
CIK 0001593387
$11M296K0.39%Q1 202605
Sanchez Wealth Management Group
CIK 0001697740
$8M212K1.70%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M205K0.00%Q1 202607
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$8M179K7.17%Q1 202608
TRUIST FINANCIAL CORP
CIK 0000092230
$6M167K0.01%Q1 202609
Wayfinding Financial, LLC
CIK 0001898131
$6M149K2.40%Q1 202610
Koshinski Asset Management, Inc.
CIK 0001633389
$5M139K0.32%Q1 202611
Arete Wealth Advisors, LLC
CIK 0001600151
$4M116K0.32%Q1 202612
LPL Financial LLC
CIK 0001403438
$4M108K0.00%Q1 202613
Strategic Blueprint, LLC
CIK 0001767821
$4M79K0.18%Q2 202614
Navigation Wealth Management, Inc.
CIK 0001839930
$3M67K4.14%Q2 202615
Advisory Services Network, LLC
CIK 0001573876
$3M78K0.04%Q1 202616
M1 Capital Management LLC
CIK 0001976157
$3M70K1.20%Q1 202617
Maia Wealth LLC
CIK 0002010858
$2M65K0.40%Q1 202618
Balboa Wealth Partners
CIK 0001929008
$2M63K0.39%Q1 202619
Farther Finance Advisors, LLC
CIK 0001992825
$2M48K0.02%Q2 202620
Prosperity Financial Group, Inc.
CIK 0001991334
$2M51K0.70%Q1 2026
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