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 40 institutions that hold shares in the stock, with a total of 4.84 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
1,130,500
shares
|
$35.9 Million
23.88% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
1,034,508
shares
|
$32.9 Million
0.61% of portfolio
|
Q4 2024
Added 39.65%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
488,326
shares
|
$15.5 Million
2.8% of portfolio
|
Q3 2024
Added 53.14%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
300,819
shares
|
$9.55 Million
0.66% of portfolio
|
Q4 2024
Added 16.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
283,114
shares
|
$8.99 Million
0.22% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
214,328
shares
|
$6.81 Million
0.22% of portfolio
|
Q4 2024
Added 24.46%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
181,267
shares
|
$5.76 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
176,277
shares
|
$5.6 Million
0.35% of portfolio
|
Q4 2024
Added 17.23%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
174,176
shares
|
$5.53 Million
1.26% of portfolio
|
Q4 2024
Added 52.17%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
142,431
shares
|
$4.52 Million
2.33% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
106,228
shares
|
$3.37 Million
0.69% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Continental Investors Services, Inc.
Longview, WA |
Feb 11, 2025 Q4 2024 |
83,170
shares
|
$2.64 Million
5.37% of portfolio
|
Q4 2024
Added 15.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
67,888
shares
|
$2.16 Million
0.01% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
61,359
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
57,936
shares
|
$1.84 Million
1.36% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
38,466
shares
|
$1.22 Million
0.56% of portfolio
|
Q4 2024
Added 223.57%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
31,736
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
28,945
shares
|
$919,293
0.2% of portfolio
|
Q4 2024
Added 49.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
28,889
shares
|
$917,514
0.0% of portfolio
|
Q3 2024
Added 122.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
25,839
shares
|
$820,646
0.01% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
23,845
shares
|
$757,317
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Financial Strategies, LLC
New Albany, IN |
Jan 22, 2025 Q4 2024 |
22,783
shares
|
$723,588
0.39% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
19,084
shares
|
$606,107
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
18,966
shares
|
$602,360
0.02% of portfolio
|
Q4 2024
Added 79.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
16,297
shares
|
$517,592
0.0% of portfolio
|
Q4 2024
Added 12.69%
|