ZACKS TRUST

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ZECP·98888G105·US·ETF·Unknown - Unknown

ZECP (ZACKS TRUST) is held by 13 institutional investors as of Q1 2026. Largest holders: Creative Planning ($3.2M), COMMONWEALTH EQUITY SERVICES, LLC ($1.8M), BANK OF AMERICA CORP /DE/ ($1.8M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (13)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Creative Planning	Decreased	94,746(-7.8%)	$3.2M	0.0%	+27.97%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	54,641(+1.2%)	$1.8M	0.0%	+13.60%	26
BANK OF AMERICA CORP /DE/	New	54,169	$1.8M	0.0%	+6.38%	36
Private Advisor Group, LLC	Decreased	39,772(-37.0%)	$1.3M	0.0%	+62.04%	0
TWO SIGMA INVESTMENTS, LP	New	36,500	$1.2M	0.0%	+6.38%	35
LPL Financial LLC	Increased	26,008(+21.2%)	$879,849	0.0%	+21.43%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	17,913(+31.7%)	$605,997	0.0%	+12.83%	31
CITADEL ADVISORS LLC	Decreased	7,058(-60.5%)	$238,772	0.0%	+10.33%	0
PNC FINANCIAL SERVICES GROUP, INC.	New	5,382	$182,073	0.0%	+6.38%	31
UBS Group AG	Decreased	422(-67.8%)	$14,276	0.0%	+11.15%	0
ASSETMARK, INC	New	262	$8,863	0.0%	+6.38%	26
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	177	$5,988	0.0%	+6.38%	24
MORGAN STANLEY	Decreased	1(-50.0%)	$46	0.0%	+10.85%	0
AXXCESS WEALTH MANAGEMENT, LLC	Exited	0(-100.0%)	$4.7M	0.0%	+24.77%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$161,774	0.0%	+1.54%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer