13F Insight
DOSSIER · 13F Holders · Q1 2026
ZECP

ZACKS TRUST

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

CUSIP 98888G105·76 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$210M
visible holders
Holders
76
filers reporting
Concentration
19.33%
Advisory Services Network, LLC #1
top holder share
AI Holders Summary · Q1 2026

76 institutions reported ZECP in Q1 2026. Advisory Services Network, LLC leads at 19.3% 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
$41M1.2M0.54%Q1 202602
GeoWealth Management, LLC
CIK 0001593387
$27M812K0.99%Q1 202603
Menard Financial Group LLC
CIK 0001803156
$27M791K18.69%Q1 202604
CreativeOne Wealth, LLC
CIK 0001739728
$16M485K0.38%Q1 202605
CONTINENTAL INVESTORS SERVICES, INC.
CIK 0000883634
$16M448K15.46%Q1 202606
Koshinski Asset Management, Inc.
CIK 0001633389
$12M342K0.72%Q1 202607
TRUE Private Wealth Advisors
CIK 0001667074
$9M234K0.76%Q2 202608
Navigation Wealth Management, Inc.
CIK 0001839930
$7M180K9.38%Q2 202609
Strategic Blueprint, LLC
CIK 0001767821
$6M171K0.32%Q2 202610
Balboa Wealth Partners
CIK 0001929008
$6M183K1.04%Q1 202611
Virtue Capital Management, LLC
CIK 0001729985
$6M170K0.85%Q1 202612
Wayfinding Financial, LLC
CIK 0001898131
$6M164K2.41%Q1 202613
Arete Wealth Advisors, LLC
CIK 0001600151
$5M159K0.40%Q1 202614
M1 Capital Management LLC
CIK 0001976157
$5M153K2.39%Q1 202615
Farther Finance Advisors, LLC
CIK 0001992825
$5M136K0.04%Q2 202616
Advyzon Investment Management, LLC
CIK 0002011872
$4M118K0.36%Q1 202617
Creative Planning
CIK 0001540235
$3M95K0.00%Q1 202618
EJMK Ventures LLC
CIK 0002113915
$3M91K1.71%Q1 202619
Strive Financial Group ,LLC
CIK 0002090040
$3M81K1.46%Q1 202620
Alteri Wealth LLC
CIK 0002054980
$3M78K0.85%Q1 2026
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