QUIZ institutional ownership changes in Q2 2026: 3 institutions opened or added positions, 5 trimmed or exited. QUIZ (ZACKS TRUST) is held by 5 institutional investors as of Q2 2026. Top institutional shareholders: Farther Finance Advisors, LLC ($2.4M), LPL Financial LLC ($1.7M), Axxcess Wealth Management, LLC ($1.7M). Institutions were selling, on balance.
Who's Trading
Latest move
Source dates: Price Nov 6, 2026 · Insiders none · Activists Apr 20, 2026 · Congress none
Top Holders
| Action | ||||||
|---|---|---|---|---|---|---|
New | 82,057 | $2.4M | 0.0% | 0.00% | 36 | |
New | 58,551 | $1.7M | 0.0% | -4.52% | 36 | |
New | 58,127 | $1.7M | 0.0% | -1.70% | 36 | |
Decreased | 16,229(-22.9%) | $474,196 | 0.0% | +15.99% | 0 | |
Decreased | 8,756(-71.6%) | $255,837 | 0.0% | +4.40% | 0 | |
Exited | 0(-100.0%) | $60,768 | 0.0% | +8.38% | 0 | |
Exited | 0(-100.0%) | $4,044 | 0.0% | +8.38% | 0 | |
Exited | 0(-100.0%) | $2,480 | 0.0% | +8.38% | 0 |
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EFAISHARES TRQuestions investors ask about QUIZ
Who owns QUIZ?
5 institutional investors held QUIZ on June 30, 2026, led by Farther Finance Advisors, LLC ($2.4M), LPL Financial LLC ($1.7M) and Axxcess Wealth Management, LLC ($1.7M).
How many hedge funds hold QUIZ?
5 institutional investors reported QUIZ in their 13F filings for the quarter ended June 30, 2026, $6.5M in all. One of them is rated Elite.
Are institutions buying or selling QUIZ?
Selling, on balance. In Q2 2026, 5 institutions trimmed or exited QUIZ and 3 institutions opened or added to positions.
Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer