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Disclosery

ZECP ZACKS TRUST

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UIT EXCHANGE TRADED (fund)

68 managers (68 13F filers) reported a position in ZECP shares at 2025-12-31, 6,607,916 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
68
13F filers
68
New
10
Added
35
Reduced
14
Sold out
5
Shares held by filers
6,607,916

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Advisory Services Network, LLC1,280,998$44.5M0.63%+11,07113F-HRTimeline
Menard Financial Group LLC794,507$27.6M18.96%-4,70213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC476,681$16.6M0.4%+8,23213F-HRTimelineGroup
GeoWealth Management, LLC342,785$11.9M0.44%+219,85613F-HRTimeline
Koshinski Asset Management, Inc.284,843$9.9M0.64%+173,01313F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.265,185$9.67M12.47%+94,40513F-HRTimeline
TRUE Private Wealth Advisors253,759$8.82M0.88%-13,72913F-HRTimeline
Arete Wealth Advisors, LLC224,645$7.81M0.54%-4,56113F-HR/ATimeline
Strategic Blueprint, LLC173,423$6.03M0.36%+3,73413F-HRTimeline
Balboa Wealth Partners166,093$5.77M0.95%+20,76813F-HRTimeline
Wayfinding Financial, LLC162,671$5.7M2.41%+2,29913F-HRTimeline
Navigation Wealth Management, Inc.159,531$5.55M8.24%+9,53613F-HRTimeline
M1 Capital Management LLC158,079$5.49M2.29%+18,47013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC135,741$4.72M0.08%-4,61013F-HR/ATimeline
EJMK Ventures LLC131,982$4.59M2.82%13F-HRTimeline
Virtue Capital Management, LLC130,605$4.56M0.7%+2,97513F-HR/ATimeline
Creative Planningin group Creative Planning102,751$3.57M<0.01%-67,56813F-HRTimelineGroup
Advyzon Investment Management, LLC93,634$3.25M0.38%+31,42413F-HRTimeline
Strive Financial Group ,LLC80,722$2.81M1.48%13F-HR/ATimeline
Alteri Wealth LLC78,216$2.72M0.88%+2,07013F-HRTimeline
Paragon Private Wealth Management, LLC77,404$2.69M0.83%+7,88913F-HRTimeline
Cambridge Investment Research Advisors,…67,908$2.36M0.01%+3,79513F-HRTimeline
Ignite Planners, LLC64,315$2.27M0.35%+3,70813F-HRTimeline
Private Advisor Group, LLC63,136$2.19M0.01%-68913F-HRTimeline
Discipline Wealth Solutions, LLC58,342$2.03M0.38%-33013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC53,986$1.88M<0.01%+1,31313F-HRTimeline
Simplicity Wealth,LLC49,491$1.72M0.1%-9,34313F-HRTimeline
Stirlingshire Investments, Inc.48,206$1.69M1.5%13F-HRTimeline
Faithward Advisors, LLC44,809$1.56M0.23%+4,11013F-HRTimeline
Advisory Advocates, LLC40,066$1.39M1.38%13F-HRTimeline
Carter Financial Group, INC.37,547$1.32M0.78%-7,77813F-HRTimeline
UNIQUE WEALTH, LLC37,736$1.31M0.18%+4,21613F-HRTimeline
GTS SECURITIES LLC35,446$1.23M0.04%-7,17013F-HRTimeline
Rossby Financial, LCC27,381$952K0.3%+7,76913F-HRTimeline
Summit Financial, LLC24,667$864K0.01%+2,34613F-HRTimeline
Atria Investments, Inc24,477$851K0.01%+8413F-HRTimeline
VICTORY FINANCIAL GROUP, LLC22,548$784K0.1%-4,97413F-HRTimeline
Vise Technologies, Inc.22,350$777K0.02%new13F-HRTimeline
Vantus Wealth LLC22,171$771K0.57%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC21,803$758K0.02%+1,41513F-HRTimeline
Axim Planning & Wealth21,613$751K0.8%+2,56113F-HRTimeline
LPL Financial LLC21,455$746K<0.01%+26013F-HRTimeline
Axiom Financial Strategies, LLC20,873$726K0.31%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,848$620K<0.01%+10,53713F-HRTimelineGroup
Empirical Asset Management, LLC15,946$554K0.16%-5,12313F-HRTimeline
IHT Wealth Management, LLC15,014$522K0.01%+4,00613F-HRTimeline
Independent Wealth Network Inc.14,239$495K0.15%new13F-HRTimeline
Ethos Financial Group, LLC13,569$475K0.04%+11813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,602$473K<0.01%+5,42013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC13,353$464K0.05%+67813F-HRTimeline
Security Financial Services, INC.12,100$421K0.07%new13F-HRTimeline
Latitude Advisors, LLC11,862$412K0.18%new13F-HRTimeline
Garden State Investment Advisory Servic…10,826$379K0.09%new13F-HRTimeline
Arax Advisory Partners10,394$361K0.01%new13F-HRTimeline
Arista Wealth Management, LLC10,373$361K0.04%-1,25513F-HRTimeline
MGO ONE SEVEN LLC7,288$253K0.01%new13F-HRTimeline
BDFS Capital LLC7,077$248K0.13%13F-HRTimeline
OMNI 360 Wealth, Inc.5,956$212K0.11%-13113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,956$207K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC5,010$174K0.01%+4,92113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,654$162K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,495$121K<0.01%+2,39413F-HRTimeline
Cornerstone Planning Group LLC1,791$63.3K0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC1,355$47.1K0.03%+7213F-HRTimeline
UBS Group AGin group UBS Group AG1,311$45.6K<0.01%+59013F-HRTimelineGroup
IFP Advisors, Inc264$9.18K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.50$1.74K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2$94<0.01%+113F-HR/ATimelineGroup