Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / EARNGS CONSTANT
-
Number of holders
-
41
-
Total 13F shares, excl. options
-
6,252,256
-
Shares change
-
+1,756,706
-
Total reported value, excl. options
-
$187,897,336
-
Value change
-
+$52,803,512
-
Number of buys
-
30
-
Number of sells
-
-13
-
Price
-
$30.09
Significant Holders of ZACKS TRUST - EARNGS CONSTANT (ZECP) as of Q1 2025
46 filings reported holding ZECP - ZACKS TRUST - EARNGS CONSTANT as of Q1 2025.
ZACKS TRUST - EARNGS CONSTANT (ZECP) has 41 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,252,256 shares
.
Largest 10 shareholders include Menard Financial Group LLC (1,303,568 shares), Creative Planning (1,229,669 shares), Advisory Services Network, LLC (1,135,815 shares), CreativeOne Wealth, LLC (362,399 shares), Arete Wealth Advisors, LLC (311,191 shares), TRUE Private Wealth Advisors (235,049 shares), Strategic Blueprint, LLC (182,854 shares), AXXCESS WEALTH MANAGEMENT, LLC (175,195 shares), Balboa Wealth Partners (142,856 shares), and Wayfinding Financial, LLC (138,170 shares).
This table shows the top 41 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.