13F Insight
DOSSIER · 13F Holders · Q3 2026
SMIZ

ZACKS TRUST

72 institutions still hold ZACKS TRUST as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 98888G204·72 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$215M
visible holders
Holders
72
filers reporting
Concentration
20.43%
Avior Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

72 institutions reported SMIZ in Q3 2026. Avior Wealth Management, LLC leads at 20.4% 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
$44M1.1M1.16%Q3 202602
TRUE Private Wealth Advisors
CIK 0001667074
$32M785K2.73%Q3 202603
GeoWealth Management, LLC
CIK 0001593387
$17M377K0.53%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M293K0.00%Q2 202605
Steward Partners Investment Advisory, LLC
CIK 0001723397
$12M266K0.06%Q2 202606
TRUIST FINANCIAL CORP
CIK 0000092230
$11M255K0.01%Q2 202607
CreativeOne Wealth, LLC
CIK 0001739728
$11M245K0.24%Q2 202608
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$11M244K8.30%Q2 202609
Sanchez Wealth Management Group
CIK 0001697740
$10M218K1.71%Q2 202610
LPL Financial LLC
CIK 0001403438
$10M214K0.00%Q2 202611
Strive Financial Group ,LLC
CIK 0002090040
$9M206K3.99%Q2 202612
Koshinski Asset Management, Inc.
CIK 0001633389
$7M148K0.35%Q2 202613
Wayfinding Financial, LLC
CIK 0001898131
$6M149K2.40%Q1 202614
Arete Wealth Advisors, LLC
CIK 0001600151
$5M114K0.34%Q2 202615
Strategic Blueprint, LLC
CIK 0001767821
$4M79K0.18%Q2 202616
Maia Wealth LLC
CIK 0002010858
$3M84K0.47%Q3 202617
Advisory Services Network, LLC
CIK 0001573876
$3M76K0.04%Q2 202618
M1 Capital Management LLC
CIK 0001976157
$3M72K1.19%Q2 202619
Navigation Wealth Management, Inc.
CIK 0001839930
$3M67K4.14%Q2 202620
Prosperity Financial Group, Inc.
CIK 0001991334
$2M52K0.72%Q2 2026
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