51 institutions reported holding $52.0M of ZACKS TRUST (CZOVX) in SEC 13F filings for 2026-03-31. Largest institutional holders: GeoWealth Management, LLC ($9.0M), CONTINENTAL INVESTORS SERVICES, INC. ($7.5M), TRUE Private Wealth Advisors ($4.2M), M1 Capital Management LLC ($2.7M), Balboa Wealth Partners ($2.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | GeoWealth Management, LLC | $9.0M | 335,209 | Added |
| 2 | CONTINENTAL INVESTORS SERVICES, INC. | $7.5M | 258,680 | Added |
| 3 | TRUE Private Wealth Advisors | $4.2M | 156,360 | Added |
| 4 | M1 Capital Management LLC | $2.7M | 98,690 | Added |
| 5 | Balboa Wealth Partners | $2.6M | 97,283 | Added |
| 6 | Navigation Wealth Management, Inc. | $2.4M | 87,985 | Trimmed |
| 7 | Advisory Services Network, LLC | $2.3M | 86,851 | Trimmed |
| 8 | Arete Wealth Advisors, LLC | $2.3M | 86,105 | Trimmed |
| 9 | Strategic Blueprint, LLC | $2.1M | 78,299 | Added |
| 10 | Advyzon Investment Management, LLC | $1.6M | 59,249 | Added |
| 11 | Paragon Private Wealth Management, LLC | $1.3M | 46,877 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $1.1M | 39,404 | New |
| 13 | Alteri Wealth LLC | $914,879 | 33,935 | Trimmed |
| 14 | JANE STREET GROUP, LLC | $831,770 | 30,852 | Added |
| 15 | Koshinski Asset Management, Inc. | $788,526 | 29,248 | Added |
| 16 | Simplicity Wealth,LLC | $787,717 | 29,218 | Added |
| 17 | EJMK Ventures LLC | $756,039 | 28,043 | Trimmed |
| 18 | Stirlingshire Investments, Inc. | $717,670 | 26,620 | Added |
| 19 | CreativeOne Wealth, LLC | $613,421 | 22,753 | Added |
| 20 | Ignite Planners, LLC | $612,208 | 22,995 | Trimmed |
| 21 | UNIQUE WEALTH, LLC | $600,750 | 22,283 | Added |
| 22 | Faithward Advisors, LLC | $578,130 | 21,444 | Added |
| 23 | Creative Planning | $567,604 | 21,054 | Trimmed |
| 24 | Vise Technologies, Inc. | $555,822 | 20,956 | Hold |
| 25 | Integrity Wealth Partners, LLC | $508,735 | 18,870 | New |
Source: SEC Form 13F filings · as of 2026-03-31