13F reference period
Q3 2026
Security Snapshot
ZACKS TRUST - PREFERRED INCOME (PRIZ) Institutional Ownership
CUSIP: 98888G865
13F Institutional Holders and Ownership History from Q2 2026 to Q3 2026
Institutions Reporting
7
Shares (Excl. Options)
41.92K
Full value: 41,916 · shares · 30 Sep 2026Price
$24.61
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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- Security type / class
- Equity / PREFERRED INCOME
- Symbol
- PRIZ
- All holders as of 30 Sep 2026
- Q3 2026
- Total 13F shares
- 41,916
- Total 13F value
- $1,031,727
- Portfolio coverage rank
- 0%
- Share change
- +20,001
- Value change
- +$492,288
- Number of holders
- 7
- SEC-reported price per share
- $24.66
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- PRIZ - ZACKS TRUST - PREFERRED INCOME is tracked under CUSIP 98888G865.
- 7 institutions reported positions in Q3 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 2 to 7 between Q2 2026 and Q3 2026.
- SEC-reported value moved from to
$728.33K
Full value: $728,327 · USD · 30 Jun 2026.$1.03M
Full value: $1,031,727 · USD · 30 Sep 2026
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 7 institutions filings for Q3 2026.
Security key
98888G865
13F reference period
Q3 2026
13F holders
7
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98888G865:
As of 30 Sep 2026,
7
institutional investors reported holding
shares of
ZACKS TRUST - PREFERRED INCOME (PRIZ).
41.92K
Full value: 41,916 · shares · 30 Sep 2026Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
2
Headline period
Q3 2026
Rows shown
1-2 of 2