Who Owns ZECP?
Zacks Earnings Consistent Portfolio ETF — Institutional Ownership & 13F Holdings
$36.35
+0.79 (+2.22%)
Market Cap
$311.4M
Shares Outstanding
8,218,072
Institutional Holders
41
Total Inst. Value
$149.8M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
13
Closed Positions
6
Increased
18
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Menard Financial Group LLC | $39.0M | 1,303,568 |
| 2 | Advisory Services Network, LLC | $34.2M | 1,135,815 |
| 3 | CreativeOne Wealth, LLC | $10.9M | 362,399 |
| 4 | Arete Wealth Advisors, LLC | $9.4M | 311,191 |
| 5 | TRUE Private Wealth Advisors | $7.1M | 235,049 |
| 6 | Strategic Blueprint, LLC | $5.5M | 182,854 |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $5.3M | 175,195 |
| 8 | Balboa Wealth Partners | $4.3M | 142,856 |
| 9 | Wayfinding Financial, LLC | $4.2M | 138,170 |
| 10 | Virtue Capital Management, LLC | $3.3M | 110,486 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Menard Financial Group LLC | +140K | $39.0M |
| Advisory Services Network, LLC | +101K | $34.2M |
| CreativeOne Wealth, LLC | +148K | $10.9M |
| Arete Wealth Advisors, LLC | +10K | $9.4M |
| TRUE Private Wealth Advisors | +54K | $7.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | -108K | $5.3M |
| Discipline Wealth Solutions, LLC | -34K | $1.7M |
| Balboa Wealth Partners | -31K | $4.3M |
| AssuredPartners Investment Advisors, LLC | -12K | $355K |
| GTS SECURITIES LLC | -8K | $1.8M |
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Frequently Asked Questions
How many institutional investors hold ZECP?
As of Q1 2025, 41 institutional investors report holding ZECP (Zacks Earnings Consistent Portfolio ETF) in their 13F filings.
Which hedge fund owns the most ZECP?
The largest institutional holder of ZECP is Menard Financial Group LLC with $39.0M in shares.
Are institutions buying or selling ZECP?
This quarter, 13 institutions opened new positions in ZECP and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.