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

ZACKS TRUST

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

CUSIP 98888G105·81 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$244M
visible holders
Holders
81
filers reporting
Concentration
19.42%
Advisory Services Network, LLC #1
top holder share
AI Holders Summary · Q2 2026

81 institutions reported ZECP in Q2 2026. Advisory Services Network, LLC leads at 19.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Advisory Services Network, LLC
CIK 0001573876
$47M1.3M0.54%Q2 202602
GeoWealth Management, LLC
CIK 0001593387
$37M969K1.15%Q2 202603
Menard Financial Group LLC
CIK 0001803156
$30M794K16.30%Q2 202604
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$23M591K17.93%Q2 202605
Koshinski Asset Management, Inc.
CIK 0001633389
$14M373K0.75%Q2 202606
Strive Financial Group ,LLC
CIK 0002090040
$11M300K4.91%Q2 202607
TRUE Private Wealth Advisors
CIK 0001667074
$9M234K0.76%Q2 202608
LPL Financial LLC
CIK 0001403438
$9M226K0.00%Q2 202609
Arete Wealth Advisors, LLC
CIK 0001600151
$8M252K0.51%Q2 202610
Balboa Wealth Partners
CIK 0001929008
$7M183K0.94%Q2 202611
Navigation Wealth Management, Inc.
CIK 0001839930
$7M180K9.38%Q2 202612
Strategic Blueprint, LLC
CIK 0001767821
$6M171K0.32%Q2 202613
Virtue Capital Management, LLC
CIK 0001729985
$6M166K0.84%Q2 202614
M1 Capital Management LLC
CIK 0001976157
$6M157K2.19%Q2 202615
Wayfinding Financial, LLC
CIK 0001898131
$6M164K2.41%Q1 202616
Farther Finance Advisors, LLC
CIK 0001992825
$5M136K0.04%Q2 202617
Advyzon Investment Management, LLC
CIK 0002011872
$4M118K0.36%Q1 202618
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$3M91K0.05%Q2 202619
Rothschild Wealth LLC
CIK 0001811345
$3M89K0.27%Q2 202620
Creative Planning
CIK 0001540235
$3M82K0.00%Q2 2026
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