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Disclosery

ZECP ZACKS TRUST

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UIT EXCHANGE TRADED (fund)

71 managers (71 13F filers) reported a position in ZECP shares at 2026-03-31, 7,076,875 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
71
13F filers
71
New
10
Added
27
Reduced
27
Sold out
7
Shares held by filers
7,076,875

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Advisory Services Network, LLC1,199,082$40.6M0.54%-81,91613F-HRTimeline
GeoWealth Management, LLC811,741$27.5M0.99%+468,95613F-HRTimeline
Menard Financial Group LLC790,558$26.7M18.69%-3,94913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC484,729$16.4M0.38%+8,04813F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.447,947$16.4M15.46%+182,76213F-HRTimeline
Koshinski Asset Management, Inc.341,890$11.6M0.72%+57,04713F-HRTimeline
TRUE Private Wealth Advisors231,205$7.82M0.75%-22,55413F-HRTimeline
Balboa Wealth Partners182,595$6.18M1.04%+16,50213F-HRTimeline
Strategic Blueprint, LLC174,449$5.9M0.34%+1,02613F-HRTimeline
Virtue Capital Management, LLC170,039$5.62M0.85%+39,43413F-HRTimeline
Wayfinding Financial, LLC164,210$5.55M2.41%+1,53913F-HRTimeline
Arete Wealth Advisors, LLC159,438$5.38M0.4%-65,20713F-HR/ATimeline
Navigation Wealth Management, Inc.155,906$5.27M19.01%-3,62513F-HRTimeline
M1 Capital Management LLC153,384$5.19M2.39%-4,69513F-HRTimeline
Advyzon Investment Management, LLC117,770$3.98M0.36%+24,13613F-HRTimeline
Creative Planningin group Creative Planning94,746$3.21M<0.01%-8,00513F-HRTimelineGroup
EJMK Ventures LLC90,748$3.07M1.71%-41,23413F-HRTimeline
Strive Financial Group ,LLC81,406$2.75M1.46%+68413F-HRTimeline
Alteri Wealth LLC77,858$2.63M0.85%-35813F-HRTimeline
Paragon Private Wealth Management, LLC74,535$2.52M0.79%-2,86913F-HRTimeline
Cambridge Investment Research Advisors,…74,365$2.52M0.01%+6,45713F-HRTimeline
Ignite Planners, LLC62,320$2.09M0.32%-1,99513F-HRTimeline
Discipline Wealth Solutions, LLC60,033$2.03M0.21%+1,69113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,641$1.85M<0.01%+65513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/54,169$1.83M<0.01%new13F-HRTimelineGroup
Faithward Advisors, LLC53,756$1.82M0.26%+8,94713F-HRTimeline
Stirlingshire Investments, Inc.49,340$1.67M1.46%+1,13413F-HRTimeline
Simplicity Wealth,LLC48,796$1.65M0.09%-69513F-HRTimeline
UNIQUE WEALTH, LLC40,328$1.36M0.19%+2,59213F-HRTimeline
Integrity Wealth Partners, LLC39,798$1.35M1.21%13F-HRTimeline
Private Advisor Group, LLC39,772$1.35M0.01%-23,36413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP36,500$1.23M<0.01%new13F-HRTimelineGroup
Carter Financial Group, INC.36,342$1.23M0.76%-1,20513F-HRTimeline
GTS SECURITIES LLC28,214$954K0.03%-7,23213F-HRTimeline
Rossby Financial, LCC27,082$923K0.19%-29913F-HRTimeline
LPL Financial LLC26,008$880K<0.01%+4,55313F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC24,963$844K0.02%+3,16013F-HR/ATimeline
Summit Financial, LLC23,223$786K0.01%-1,44413F-HRTimeline
Vise Technologies, Inc.22,350$777K0.02%013F-HRTimeline
Axim Planning & Wealth22,656$766K0.93%+1,04313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,913$606K<0.01%+4,31113F-HRTimelineGroup
IHT Wealth Management, LLC17,682$598K0.01%+2,66813F-HRTimeline
Empirical Asset Management, LLC16,501$558K0.15%+55513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC14,720$498K0.06%-7,82813F-HRTimeline
Independent Wealth Network Inc.14,239$482K0.14%013F-HRTimeline
Rothschild Wealth LLC14,126$478K0.04%new13F-HRTimeline
Ethos Financial Group, LLC13,569$459K0.03%013F-HRTimeline
Onyx Bridge Wealth Group LLC13,353$452K0.05%013F-HRTimeline
Latitude Advisors, LLC13,301$450K0.21%+1,43913F-HRTimeline
Revisor Wealth Management LLC12,600$426K0.12%new13F-HRTimeline
Arista Wealth Management, LLC10,513$356K0.04%+14013F-HRTimeline
Arax Advisory Partners10,387$351K0.01%-713F-HRTimeline
HARBOUR INVESTMENTS, INC.9,858$333K0.01%+6,36313F-HRTimeline
Madison Wealth Partners, Inc7,927$268K0.04%new13F-HRTimeline
CoreCap Advisors, LLC7,898$267K0.01%+2,88813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,058$239K<0.01%-10,79013F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC6,739$228K0.02%new13F-HRTimeline
MGO ONE SEVEN LLC6,684$226K<0.01%-60413F-HRTimeline
Cooper Financial Group6,515$220K0.02%new13F-HRTimeline
BDFS Capital LLC6,220$210K0.1%-85713F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,914$200K<0.01%-4213F-HRTimelineGroup
OMNI 360 Wealth, Inc.5,914$200K0.1%-4213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,382$182K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC1,791$65.2K0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG422$14.3K<0.01%-88913F-HRTimelineGroup
IFP Advisors, Inc266$9K<0.01%+213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC262$8.86K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…177$5.99K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.50$1.69K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$46<0.01%-113F-HRTimelineGroup
Retirement Wealth Solutions LLC1$24<0.01%-1,35413F-HRTimeline