Zacks Trust - QUIZ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT | History | New | 526,551 | 13,965 | 0.11% | — | 1 | +526,551 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | New | 156,507 | 4,151 | 0.15% | — | 2 | +156,507 | New | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | New | 145,934 | 3,870 | 0.39% | — | 3 | +145,934 | New | Q4 2025 | Feb 13, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 123,452 | 3,579 | 4.62% | 2.6% | 4 | +55,164 | 80.78% | Q4 2025 | Feb 23, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 112,195 | 2,984 | 0.18% | 0.06% | 5 | +72,248 | 180.86% | Q4 2025 | Feb 13, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 91,137 | 2,417 | 3.59% | 2.99% | 6 | +10,624 | 13.2% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 90,842 | 2,409 | 0.03% | 0.03% | 7 | +4,701 | 5.46% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Added to | 87,048 | 2,308 | 0.38% | 0.29% | 8 | +19,671 | 29.2% | Q4 2025 | Jan 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 77,137 | 2,045 | 0.04% | 0.04% | 9 | -3,044 | -3.8% | Q4 2025 | Feb 19, 2026 |
| Strategic Blueprint, LLC | History | New | 62,344 | 1,653 | 0.1% | — | 10 | +62,344 | New | Q4 2025 | Jan 30, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 48,590 | 1,288 | 0.4% | 0.33% | 11 | +8,944 | 22.56% | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | New | 46,124 | 1,223 | 0.14% | — | 12 | +46,124 | New | Q4 2025 | Feb 13, 2026 |
| Alteri Wealth LLC | History | New | 33,968 | 900 | 0.29% | — | 13 | +33,968 | New | Q4 2025 | Feb 11, 2026 |
| EJMK Ventures LLC | History | New | 31,537 | 836 | 0.51% | — | 14 | +31,537 | New | Q4 2025 | Mar 03, 2026 |
| Simplicity Wealth,LLC | History | Added to | 28,833 | 764 | 0.05% | 0.04% | 15 | +2,183 | 8.19% | Q4 2025 | Jan 30, 2026 |
| Stirlingshire Investments, Inc. | History | New | 26,157 | 694 | 0.62% | — | 16 | +26,157 | New | Q4 2025 | Feb 11, 2026 |
| Ignite Planners, LLC | History | New | 23,491 | 662 | 0.1% | — | 17 | +23,491 | New | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Reduced | 23,517 | 623 | 0.0% | 0.0% | 18 | -15,067 | -39.05% | Q4 2025 | Feb 17, 2026 |
| Koshinski Asset Management, Inc. | History | New | 22,658 | 600 | 0.04% | — | 19 | +22,658 | New | Q4 2025 | Feb 03, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 21,659 | 574 | 0.07% | — | 20 | +21,659 | New | Q4 2025 | Jan 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 21,571 | 572 | 0.08% | 0.07% | 21 | +2,417 | 12.62% | Q4 2025 | Jan 06, 2026 |
| Vise Technologies, Inc. | History | New | 20,956 | 555 | 0.01% | — | 22 | +20,956 | New | Q4 2025 | Feb 11, 2026 |
| Carter Financial Group, INC. | History | New | 18,565 | 493 | 0.29% | — | 23 | +18,565 | New | Q4 2025 | Feb 13, 2026 |
| M1 Capital Management LLC | History | New | 18,142 | 481 | 0.2% | — | 24 | +18,142 | New | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 17,885 | 474 | 0.01% | 0.01% | 25 | +8,717 | 95.08% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,681 | 442 | 0.0% | — | 26 | +16,681 | New | Q4 2025 | Feb 12, 2026 |
| Faithward Advisors, LLC | History | New | 15,130 | 401 | 0.06% | — | 27 | +15,130 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 14,058 | 372 | 0.0% | 0.0% | 28 | +69 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Axim Planning & Wealth | History | New | 13,551 | 359 | 0.38% | — | 29 | +13,551 | New | Q4 2025 | Feb 13, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 11,997 | 318 | 0.13% | 0.13% | 30 | +21 | 0.18% | Q4 2025 | Jan 23, 2026 |
| Vantus Wealth LLC | History | New | 9,922 | 263 | 0.19% | — | 31 | +9,922 | New | Q4 2025 | Feb 10, 2026 |
| Ethos Financial Group, LLC | History | New | 8,534 | 226 | 0.02% | — | 32 | +8,534 | New | Q4 2025 | Jan 20, 2026 |
| Independent Wealth Network Inc. | History | New | 8,188 | 217 | 0.07% | — | 33 | +8,188 | New | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | New | 8,071 | 214 | 0.01% | — | 34 | +8,071 | New | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 6,528 | 173 | 0.01% | — | 35 | +6,528 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,918 | 130 | 0.0% | 0.0% | 36 | +4,870 | 10145.83% | Q4 2025 | Jan 13, 2026 |
| Rossby Financial, LCC | History | New | 4,867 | 129 | 0.04% | — | 37 | +4,867 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,041 | 54 | 0.0% | 0.0% | 38 | +1,360 | 199.71% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | New | 1,024 | 28 | 0.0% | — | 39 | +1,024 | New | Q4 2025 | Feb 02, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 850 | 22 | 0.01% | 0.01% | 40 | +123 | 16.92% | Q4 2025 | Jan 07, 2026 |
| UBS Group AG | History | New | 338 | 8 | 0.0% | — | 41 | +338 | New | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | No change | 151 | 4 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |