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 60 institutions that hold shares in the stock, with a total of 6.43 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,269,927
shares
|
$43.7 Million
0.67% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
799,209
shares
|
$27.5 Million
19.56% of portfolio
|
Q3 2025
Reduced 39.72%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
488,326
shares
|
$16.8 Million
2.8% of portfolio
|
Q3 2024
Added 53.14%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
468,449
shares
|
$16.1 Million
0.45% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
267,488
shares
|
$9.2 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
229,206
shares
|
$7.88 Million
0.48% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Nov 05, 2025 Q3 2025 |
170,780
shares
|
$5.87 Million
9.71% of portfolio
|
Q3 2025
Added 40.28%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
170,319
shares
|
$5.86 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.67%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
169,689
shares
|
$5.84 Million
0.28% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Nov 13, 2025 Q3 2025 |
160,372
shares
|
$5.52 Million
2.32% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Nov 13, 2025 Q3 2025 |
158,804
shares
|
$5.46 Million
0.84% of portfolio
|
Q3 2025
New holding
|
|
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
Oct 27, 2025 Q3 2025 |
149,995
shares
|
$5.16 Million
7.95% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
145,325
shares
|
$5 Million
0.88% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
140,351
shares
|
$4.83 Million
0.1% of portfolio
|
Q3 2025
Reduced 20.36%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
139,609
shares
|
$4.8 Million
2.03% of portfolio
|
Q3 2025
Added 57.26%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
127,630
shares
|
$4.39 Million
0.7% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
122,929
shares
|
$4.23 Million
0.16% of portfolio
|
Q3 2025
Added 182.58%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
111,830
shares
|
$3.85 Million
0.25% of portfolio
|
Q3 2025
Added 337.81%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Nov 10, 2025 Q3 2025 |
76,146
shares
|
$2.62 Million
0.88% of portfolio
|
Q3 2025
Added 52.16%
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
69,515
shares
|
$2.39 Million
0.82% of portfolio
|
Q3 2025
Reduced 8.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
64,113
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
63,825
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
62,210
shares
|
$2.14 Million
0.36% of portfolio
|
Q3 2025
Added 35.62%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
60,607
shares
|
$2.08 Million
0.36% of portfolio
|
Q3 2025
Added 9.03%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
58,834
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|