Institutional Ownership Zacks Tr Earnings Constant Por (ZECP)
This table provides information about the institutional ownership of Zacks Tr Earnings Constant Por (ZECP). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 5.04 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,966
shares
|
$565,186
0.02% of portfolio
|
Q4 2024
Added 79.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
16,297
shares
|
$485,650
0.0% of portfolio
|
Q4 2024
Added 12.69%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
14,622
shares
|
$435,735
0.07% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,568
shares
|
$434,126
0.03% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
14,253
shares
|
$424,739
0.54% of portfolio
|
Q4 2024
Added 69.48%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
14,081
shares
|
$419,613
0.0% of portfolio
|
Q4 2024
Added 113.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
13,251
shares
|
$394,879
0.0% of portfolio
|
Q4 2024
Reduced 55.23%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
9,884
shares
|
$294,543
0.04% of portfolio
|
Q4 2024
Added 32.62%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
2,401
shares
|
$71,549
0.03% of portfolio
|
Q1 2024
Reduced 9.02%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,265
shares
|
$37,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1,120
shares
|
$33,376
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
786
shares
|
$23,422
0.0% of portfolio
|
Q4 2024
Reduced 77.57%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
400
shares
|
$11,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
154
shares
|
$4,589
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
25
shares
|
$745
0.0% of portfolio
|
Q4 2024
Added 56.25%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|