Zacks Trust - QUIZ

Sector: Industrials · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$53.48M
QoQ value delta ($000)
+$38.74M (+262.77%)
Implied price effect (QoQ)
+5.6%
Shares
Total shares
2,003,649
QoQ shares delta
+1,420,428 (+243.55%)
Total shares held by funds (by quarter)

Market chart (QUIZ)

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Top holders (Q4 2025)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
ZACKS INVESTMENT MANAGEMENT 13,965 526,551 0.11%
GeoWealth Management, LLC 4,151 156,507 0.15%
TRUE Private Wealth Advisors 3,870 145,934 0.39%
CONTINENTAL INVESTORS SERVICES, INC. 3,579 123,452 4.62%
Arete Wealth Advisors, LLC 2,984 112,195 0.18%
Navigation Wealth Management, Inc. 2,417 91,137 3.59%
Advisory Services Network, LLC 2,409 90,842 0.03%
Balboa Wealth Partners 2,308 87,048 0.38%
AXXCESS WEALTH MANAGEMENT, LLC 2,045 77,137 0.04%
Strategic Blueprint, LLC 1,653 62,344 0.1%
Paragon Private Wealth Management, LLC 1,288 48,590 0.4%
Advyzon Investment Management, LLC 1,223 46,124 0.14%
Alteri Wealth LLC 900 33,968 0.29%
EJMK Ventures LLC 836 31,537 0.51%
Simplicity Wealth,LLC 764 28,833 0.05%
Stirlingshire Investments, Inc. 694 26,157 0.62%
Ignite Planners, LLC 662 23,491 0.1%
Creative Planning 623 23,517 0.0%
Koshinski Asset Management, Inc. 600 22,658 0.04%
VICTORY FINANCIAL GROUP, LLC 574 21,659 0.07%
UNIQUE WEALTH, LLC 572 21,571 0.08%
Vise Technologies, Inc. 555 20,956 0.01%
Carter Financial Group, INC. 493 18,565 0.29%
M1 Capital Management LLC 481 18,142 0.2%
CreativeOne Wealth, LLC 474 17,885 0.01%