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 60 institutions that hold shares in the stock, with a total of 6.43 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
58,672
shares
|
$2.02 Million
0.56% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
57,936
shares
|
$1.99 Million
1.36% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
54,110
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
Added 110.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
52,673
shares
|
$1.81 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Nov 14, 2025 Q3 2025 |
45,325
shares
|
$1.56 Million
0.92% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
42,616
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
40,699
shares
|
$1.4 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
37,736
shares
|
$1.3 Million
0.18% of portfolio
|
Q4 2025
Added 12.58%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
27,522
shares
|
$946,481
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
24,393
shares
|
$838,875
0.01% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
22,321
shares
|
$767,619
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
21,195
shares
|
$728,896
0.0% of portfolio
|
Q3 2025
Added 25.04%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
21,069
shares
|
$724,562
0.2% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Nov 14, 2025 Q3 2025 |
20,873
shares
|
$717,822
0.32% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
19,612
shares
|
$674,456
0.22% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
19,052
shares
|
$655,198
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
18,232
shares
|
$626,998
0.84% of portfolio
|
Q1 2025
Added 27.92%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
16,204
shares
|
$557,255
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
13,451
shares
|
$462,579
0.04% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
12,675
shares
|
$435,893
0.05% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
11,628
shares
|
$399,886
0.05% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,008
shares
|
$378,565
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,009
shares
|
$344,209
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,182
shares
|
$281,378
0.0% of portfolio
|
Q3 2025
Reduced 84.79%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,311
shares
|
$251,425
0.0% of portfolio
|
Q3 2025
New holding
|
|