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

ZACKS TRUST

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

CUSIP 98888G204·72 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$209M
visible holders
Holders
72
filers reporting
Concentration
21.74%
Avior Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

72 institutions reported SMIZ in Q2 2026. Avior Wealth Management, LLC leads at 21.7% 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
GeoWealth Management, LLC
CIK 0001593387
$17M377K0.53%Q2 202604
CreativeOne Wealth, LLC
CIK 0001739728
$15M412K0.35%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$13M293K0.00%Q2 202606
TRUIST FINANCIAL CORP
CIK 0000092230
$11M255K0.01%Q2 202607
Sanchez Wealth Management Group
CIK 0001697740
$10M218K1.71%Q2 202608
LPL Financial LLC
CIK 0001403438
$10M214K0.00%Q2 202609
Strive Financial Group ,LLC
CIK 0002090040
$9M206K3.98%Q2 202610
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$8M179K7.17%Q1 202611
Koshinski Asset Management, Inc.
CIK 0001633389
$7M148K0.35%Q2 202612
Wayfinding Financial, LLC
CIK 0001898131
$6M149K2.40%Q1 202613
Arete Wealth Advisors, LLC
CIK 0001600151
$4M116K0.32%Q1 202614
Strategic Blueprint, LLC
CIK 0001767821
$4M79K0.18%Q2 202615
Maia Wealth LLC
CIK 0002010858
$3M72K0.47%Q2 202616
Navigation Wealth Management, Inc.
CIK 0001839930
$3M67K4.14%Q2 202617
Advisory Services Network, LLC
CIK 0001573876
$3M78K0.04%Q1 202618
M1 Capital Management LLC
CIK 0001976157
$3M70K1.20%Q1 202619
Balboa Wealth Partners
CIK 0001929008
$2M55K0.33%Q2 202620
FOCUSED ALPHA, LLC
CIK 0002105062
$2M54K0.62%Q2 2026
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