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 44 institutions that hold shares in the stock, with a total of 6.8 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
26,772
shares
|
$822,703
0.01% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
23,361
shares
|
$717,883
0.06% of portfolio
|
Q1 2025
Added 65.9%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
May 14, 2025 Q1 2025 |
23,017
shares
|
$707,312
0.41% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
21,698
shares
|
$666,779
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
19,549
shares
|
$600,740
0.2% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
19,353
shares
|
$594,717
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,077
shares
|
$586,236
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
18,232
shares
|
$560,269
0.84% of portfolio
|
Q1 2025
Added 27.92%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
14,622
shares
|
$449,334
0.05% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,595
shares
|
$448,504
0.0% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
11,809
shares
|
$362,890
0.07% of portfolio
|
Q1 2025
Reduced 50.48%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
11,752
shares
|
$361,138
0.05% of portfolio
|
Q1 2025
Added 18.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,238
shares
|
$314,613
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
9,949
shares
|
$305,732
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
1,195
shares
|
$36,722
0.03% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
560
shares
|
$17,208
0.0% of portfolio
|
Q1 2025
Added 263.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
400
shares
|
$12,292
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
25
shares
|
$768
0.0% of portfolio
|
Q4 2024
Added 56.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|