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Disclosery

ZECP ZACKS TRUST

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UIT EXCHANGE TRADED (fund)

43 managers (43 13F filers) reported a position in ZECP shares at 2025-03-31, 6,265,794 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
43
13F filers
43
New
8
Added
23
Reduced
8
Sold out
5
Shares held by filers
6,265,794

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Menard Financial Group LLC1,303,568$39M25.62%+140,31513F-HRTimeline
Creative Planningin group Creative Planning1,229,669$37M0.03%new13F-HRTimelineGroup
Advisory Services Network, LLC1,135,815$34.2M0.66%+101,30713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC362,399$10.9M0.33%+148,07113F-HRTimelineGroup
Arete Wealth Advisors, LLC311,191$9.36M0.72%+10,37213F-HRTimeline
TRUE Private Wealth Advisors235,049$7.07M0.86%+53,78213F-HRTimeline
Strategic Blueprint, LLC182,854$5.5M0.3%+6,57713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC175,195$5.27M0.14%-107,91913F-HRTimeline
Balboa Wealth Partners142,856$4.3M1.04%-31,32013F-HRTimeline
Wayfinding Financial, LLC138,170$4.16M1.82%-4,26113F-HRTimeline
Virtue Capital Management, LLC110,486$3.33M0.39%+2,00513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.105,256$3.16M6.28%+22,08613F-HRTimeline
Cambridge Investment Research Advisors,…65,415$1.97M0.01%-2,47313F-HRTimeline
Private Advisor Group, LLC63,801$1.92M0.01%+2,44213F-HRTimeline
Paragon Private Wealth Management, LLC63,040$1.9M0.88%+24,57413F-HRTimeline
Simplicity Wealth,LLC61,750$1.86M0.14%new13F-HRTimeline
GTS SECURITIES LLC59,486$1.79M0.08%-8,34713F-HRTimeline
Discipline Wealth Solutions, LLC57,964$1.74M0.83%-34,38013F-HRTimeline
M1 Capital Management LLC54,728$1.65M1.03%+23,19713F-HRTimeline
Ignite Planners, LLC52,903$1.57M0.31%+23,95813F-HRTimeline
Freedom Investment Management, Inc.36,803$1.11M0.09%+5,06713F-HRTimeline
Navigation Wealth Management, Inc.29,762$897K1.37%new13F-HRTimeline
UNIQUE WEALTH, LLC27,892$839K0.16%+8,80813F-HRTimeline
Atria Investments, Inc26,772$806K0.01%+93313F-HRTimeline
Koshinski Asset Management, Inc.23,361$703K0.06%+9,28013F-HRTimeline
Axiom Financial Strategies, LLC23,017$693K0.41%+23413F-HRTimeline
Alteri Wealth LLC21,698$653K0.29%new13F-HRTimeline
Empirical Asset Management, LLC19,549$588K0.2%+58313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,077$574K0.01%new13F-HRTimelineGroup
Rossby Financial, LCC19,353$569K0.25%new13F-HRTimeline
Heritage Wealth Partners, LLC18,232$549K0.84%+3,97913F-HRTimeline
Ethos Financial Group, LLC14,622$448K0.04%013F-HRTimeline
LPL Financial LLC14,595$439K<0.01%-1,70213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,538$407K0.01%+4,98913F-HRTimeline
AssuredPartners Investment Advisors, LLC11,809$355K0.07%-12,03613F-HRTimeline
Onyx Bridge Wealth Group LLC11,752$354K0.05%+1,86813F-HRTimeline
IHT Wealth Management, LLC10,238$308K0.01%new13F-HRTimeline
GeoWealth Management, LLC9,949$299K0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1,195$36K0.03%+7513F-HRTimeline
IFP Advisors, Inc560$16.8K<0.01%+40613F-HRTimeline
HARBOUR INVESTMENTS, INC.400$12K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.25$753<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.