Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EARNGS CONSTANT
-
Total 13F shares
-
6,252,256
-
Share change
-
+1,756,706
-
Total reported value
-
$187,897,336
-
Price per share
-
$30.09
-
Number of holders
-
41
-
Value change
-
+$52,803,527
-
Number of buys
-
30
-
Number of sells
-
13
Institutional Holders of ZACKS TRUST - EARNGS CONSTANT (ZECP) as of Q1 2025
As of 31 Mar 2025,
ZACKS TRUST - EARNGS CONSTANT (ZECP) was held by
41 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,252,256 shares.
The largest 10 holders included
Menard Financial Group LLC, Creative Planning, Advisory Services Network, LLC, CreativeOne Wealth, LLC, Arete Wealth Advisors, LLC, TRUE Private Wealth Advisors, Strategic Blueprint, LLC, AXXCESS WEALTH MANAGEMENT, LLC, Balboa Wealth Partners, and Wayfinding Financial, LLC.
This page lists
41
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.