ZECP Institutional Ownership
Zacks Earnings Consistent Portfolio ETF
1W: -0.2%
1M: -1.0%
3M: -1.5%
YTD: +7.2%
1Y: +10.8%
3Y: +57.5%
5Y: +54.6%
$37.40
+0.28 (+0.75%)
Weekly Expected Move ±1.3%
$36
$37
$37
$38
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ZECP
88
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
290M
Total Invested
17
New Positions
36
Increased
26
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (94 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Advisory Services Network, LLC | 1,256,889 | $47M | +57,807 | +4.8% | 19Q | SEC ↗ |
| 2 | GeoWealth Management, LLC | 968,590 | $36M | +156,849 | +19.3% | 6Q | SEC ↗ |
| 3 | Menard Financial Group LLC | 793,555 | $30M | +2,997 | +0.4% | 13Q | SEC ↗ |
| 4 | CONTINENTAL INVESTORS SERVICES, INC. | 591,061 | $22M | +143,114 | +31.9% | 13Q | SEC ↗ |
| 5 | Koshinski Asset Management, Inc. | 372,813 | $14M | +30,923 | +9.0% | 8Q | SEC ↗ |
| 6 | Strive Financial Group ,LLC | 299,705 | $11M | +218,299 | +268.2% | 3Q | SEC ↗ |
| 7 | Arete Wealth Advisors, LLC | 251,786 | $9M | +92,348 | +57.9% | 11Q | SEC ↗ |
| 8 | TRUE Private Wealth Advisors | 233,900 | $9M | +2,695 | +1.2% | 7Q | SEC ↗ |
| 9 | LPL Financial LLC | 225,821 | $8M | +199,813 | +768.3% | 10Q | SEC ↗ |
| 10 | Balboa Wealth Partners | 182,791 | $7M | +196 | +0.1% | 9Q | SEC ↗ |
| 11 | Navigation Wealth Management, Inc. | 180,380 | $7M | +24,474 | +15.7% | 6Q | SEC ↗ |
| 12 | Strategic Blueprint, LLC | 171,079 | $6M | -3,370 | -1.9% | 8Q | SEC ↗ |
| 13 | Virtue Capital Management, LLC | 166,152 | $6M | -3,887 | -2.3% | 10Q | SEC ↗ |
| 14 | M1 Capital Management LLC | 157,364 | $6M | +3,980 | +2.6% | 7Q | SEC ↗ |
| 15 | Farther Finance Advisors, LLC NEW | 136,296 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Advyzon Investment Management, LLC | 131,478 | $5M | +13,708 | +11.6% | 5Q | SEC ↗ |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 91,373 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 18 | Rothschild Wealth LLC | 88,824 | $3M | +74,698 | +528.8% | 2Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 82,889 | $3M | +8,524 | +11.5% | 9Q | SEC ↗ |
| 20 | Creative Planning | 81,687 | $3M | -13,059 | -13.8% | 6Q | SEC ↗ |
| 21 | Alteri Wealth LLC | 76,345 | $3M | -1,513 | -1.9% | 6Q | SEC ↗ |
| 22 | Paragon Private Wealth Management, LLC | 76,200 | $3M | +1,665 | +2.2% | 8Q | SEC ↗ |
| 23 | EJMK Ventures LLC | 72,000 | $3M | -18,748 | -20.7% | 3Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 71,055 | $3M | +16,886 | +31.2% | 2Q | SEC ↗ |
| 25 | Ignite Planners, LLC | 63,293 | $2M | +973 | +1.6% | 11Q | SEC ↗ |
| 26 | Discipline Wealth Solutions, LLC | 62,244 | $2M | +2,211 | +3.7% | 7Q | SEC ↗ |
| 27 | Wayfinding Financial, LLC | 59,051 | $2M | -105,159 | -64.0% | 19Q | SEC ↗ |
| 28 | PKS Advisory Services, LLC NEW | 58,396 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 52,288 | $2M | -2,353 | -4.3% | 4Q | SEC ↗ |
| 30 | Simplicity Wealth,LLC | 50,670 | $2M | +1,874 | +3.8% | 4Q | SEC ↗ |
| 31 | Faithward Advisors, LLC | 49,924 | $2M | -3,832 | -7.1% | 4Q | SEC ↗ |
| 32 | Stirlingshire Investments, Inc. | 49,507 | $2M | +167 | +0.3% | 3Q | SEC ↗ |
| 33 | UNIQUE WEALTH, LLC | 47,401 | $2M | +7,073 | +17.5% | 7Q | SEC ↗ |
| 34 | Integrity Wealth Partners, LLC NEW | 39,798 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Carter Financial Group, INC. | 36,973 | $1M | +631 | +1.7% | 5Q | SEC ↗ |
| 36 | Rossby Financial, LCC | 27,082 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 37 | Vantus Wealth LLC NEW | 26,790 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 38 | INDEPENDENT FINANCIAL GROUP, LLC | 26,053 | $974K | +1,090 | +4.4% | 10Q | SEC ↗ |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,118 | $790K | +3,205 | +17.9% | 5Q | SEC ↗ |
| 40 | IHT Wealth Management, LLC | 19,829 | $742K | +2,147 | +12.1% | 6Q | SEC ↗ |
| 41 | Latitude Advisors, LLC | 19,761 | $739K | +6,460 | +48.6% | 3Q | SEC ↗ |
| 42 | OceanIQ Capital, LLC NEW | 19,339 | $723K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Summit Financial, LLC | 18,798 | $703K | -4,425 | -19.1% | 4Q | SEC ↗ |
| 44 | Empirical Asset Management, LLC | 15,556 | $582K | -945 | -5.7% | 9Q | SEC ↗ |
| 45 | HARBOUR INVESTMENTS, INC. | 15,364 | $575K | +5,506 | +55.9% | 7Q | SEC ↗ |
| 46 | Advisory Advocates, LLC NEW | 15,323 | $573K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Axim Planning & Wealth | 14,852 | $555K | -7,804 | -34.4% | 4Q | SEC ↗ |
| 48 | Independent Wealth Network Inc. | 14,239 | $533K | — | +0.0% | 3Q | SEC ↗ |
| 49 | Ethos Financial Group, LLC | 13,567 | $507K | -2 | -0.0% | 12Q | SEC ↗ |
| 50 | Onyx Bridge Wealth Group LLC | 13,353 | $499K | — | +0.0% | 9Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Farther Finance Advisors, LLC | 136,296 | $5M |
| AXXCESS WEALTH MANAGEMENT, LLC | 91,373 | $3M |
| PKS Advisory Services, LLC | 58,396 | $2M |
| Integrity Wealth Partners, LLC | 39,798 | $1M |
| Vantus Wealth LLC | 26,790 | $1M |
| OceanIQ Capital, LLC | 19,339 | $723K |
| Advisory Advocates, LLC | 15,323 | $573K |
| SeaCrest Wealth Management, LLC | 12,244 | $458K |
| GK Wealth Management LLC | 8,194 | $306K |
| Noble Wealth Partners LLC | 5,522 | $207K |
| Sanctuary Advisors, LLC | 5,400 | $202K |
| MERCER GLOBAL ADVISORS INC /ADV | 2,668 | $100K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,306 | $49K |
| Ameritas Advisory Services, LLC | 1,041 | $39K |
| Allworth Financial LP | 994 | $37K |
| Global Retirement Partners, LLC | 533 | $20K |
| VALLEY WEALTH MANAGERS, INC. | 197 | $7K |
| Luminist Capital LLC | 4 | $0K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CreativeOne Wealth, LLC | 484,729 | $18M |
| Private Advisor Group, LLC | 39,772 | $1M |
| TWO SIGMA INVESTMENTS, LP | 36,500 | $1M |
| GTS SECURITIES LLC | 28,214 | $1M |
| Atria Investments, Inc | 24,477 | $915K |
| Axiom Financial Strategies, LLC | 20,873 | $781K |
| Baer Investment Advisory LLC | 14,720 | $551K |
| Security Financial Services, INC. | 12,100 | $453K |
| Garden State Investment Advisory Se | 10,826 | $405K |
| CITADEL ADVISORS LLC | 7,058 | $264K |
| Kestra Advisory Services, LLC | 4,654 | $174K |
| ASSETMARK, INC | 262 | $10K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 177 | $7K |
Biggest Increases (20)
Biggest Decreases (18)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Wayfinding Financial, LLC | -105,159 | -64.0% | 59,051 |
| EJMK Ventures LLC | -18,748 | -20.7% | 72,000 |
| Vise Technologies, Inc. | -14,607 | -65.4% | 7,743 |
| Creative Planning | -13,059 | -13.8% | 81,687 |
| VICTORY FINANCIAL GROUP, LLC | -7,937 | -53.9% | 6,783 |
| Axim Planning & Wealth | -7,804 | -34.4% | 14,852 |
| Summit Financial, LLC | -4,425 | -19.1% | 18,798 |
| Virtue Capital Management, LLC | -3,887 | -2.3% | 166,152 |
| Faithward Advisors, LLC | -3,832 | -7.1% | 49,924 |
| Strategic Blueprint, LLC | -3,370 | -1.9% | 171,079 |
| PNC Financial Services Group, Inc. | -2,390 | -44.4% | 2,992 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,353 | -4.3% | 52,288 |
| CoreCap Advisors, LLC | -1,923 | -24.3% | 5,975 |
| Alteri Wealth LLC | -1,513 | -1.9% | 76,345 |
| Empirical Asset Management, LLC | -945 | -5.7% | 15,556 |
| Revisor Wealth Management LLC | -894 | -7.1% | 11,706 |
| BDFS Capital LLC | -85 | -1.4% | 6,135 |
| Ethos Financial Group, LLC | -2 | -0.0% | 13,567 |