Institutional Ownership Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $224 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
45,872
shares
|
$1.56 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
43,503
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2025
Added 337.26%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
38,713
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
36,790
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
33,520
shares
|
$1.14 Million
0.17% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
26,227
shares
|
$891,193
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
25,700
shares
|
$873,285
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
25,543
shares
|
$867,951
0.06% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jul 30, 2025 Q2 2025 |
22,472
shares
|
$763,598
0.4% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
20,805
shares
|
$706,953
0.21% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
19,285
shares
|
$655,304
0.23% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
19,146
shares
|
$650,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
18,232
shares
|
$619,523
0.84% of portfolio
|
Q1 2025
Added 27.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
16,951
shares
|
$575,994
0.0% of portfolio
|
Q2 2025
Added 16.14%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
13,451
shares
|
$457,064
0.04% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
12,580
shares
|
$427,468
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
11,874
shares
|
$403,478
0.06% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,280
shares
|
$383,294
0.01% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
6,087
shares
|
$206,836
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
1,283
shares
|
$43,596
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,209
shares
|
$41,081
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
558
shares
|
$18,960
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
400
shares
|
$13,591
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
89
shares
|
$3,024
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
50
shares
|
$1,698
0.0% of portfolio
|
Q2 2025
Added 100.0%
|