CUSIP 98888G105
ZACKS TRUST
88 institutions · $259.7M total · 8,505,649 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Advisory Services Network, LLC | 1,244,581 | $43.3M | 14.63% | 2025-12-31 |
| 2 | Menard Financial Group LLC | 794,507 | $27.6M | 9.34% | 2025-12-31 |
| 3 | ZACKS INVESTMENT MANAGEMENT | 975,430 | $23.4M | 11.46% | 2023-12-31 |
| 4 | CreativeOne Wealth, LLC | 476,681 | $16.6M | 5.60% | 2025-12-31 |
| 5 | Kowal Investment Group, LLC | 488,326 | $15.1M | 5.74% | 2024-09-30 |
| 6 | GeoWealth Management, LLC | 342,785 | $11.9M | 4.03% | 2025-12-31 |
| 7 | Koshinski Asset Management, Inc. | 284,843 | $9.9M | 3.34% | 2025-12-31 |
| 8 | CONTINENTAL INVESTORS SERVICES, INC. | 265,185 | $9.7M | 3.11% | 2025-12-31 |
| 9 | TRUE Private Wealth Advisors | 253,759 | $8.8M | 2.98% | 2025-12-31 |
| 10 | Strategic Blueprint, LLC | 173,423 | $6.0M | 2.03% | 2025-12-31 |
| 11 | Balboa Wealth Partners | 166,093 | $5.8M | 1.95% | 2025-12-31 |
| 12 | Accurate Wealth Management, LLC | 180,900 | $5.6M | 2.12% | 2024-09-30 |
| 13 | Navigation Wealth Management, Inc. | 159,531 | $5.5M | 1.87% | 2025-12-31 |
| 14 | M1 Capital Management LLC | 158,079 | $5.5M | 1.85% | 2025-12-31 |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | 135,741 | $4.7M | 1.59% | 2025-12-31 |
| 16 | Virtue Capital Management, LLC | 130,605 | $4.6M | 1.53% | 2025-12-31 |
| 17 | Creative Planning | 102,751 | $3.6M | 1.20% | 2025-12-31 |
| 18 | Advyzon Investment Management, LLC | 93,634 | $3.3M | 1.10% | 2025-12-31 |
| 19 | Strive Financial Group ,LLC | 80,722 | $2.8M | 0.94% | 2025-12-31 |
| 20 | Alteri Wealth LLC | 78,216 | $2.7M | 0.91% | 2025-12-31 |
| 21 | Paragon Private Wealth Management, LLC | 75,347 | $2.6M | 0.88% | 2025-12-31 |
| 22 | Ignite Planners, LLC | 64,315 | $2.3M | 0.75% | 2025-12-31 |
| 23 | Private Advisor Group, LLC | 63,136 | $2.2M | 0.74% | 2025-12-31 |
| 24 | Discipline Wealth Solutions, LLC | 58,342 | $2.0M | 0.68% | 2025-12-31 |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 53,986 | $1.9M | 0.63% | 2025-12-31 |
| 26 | TWO SIGMA INVESTMENTS, LP | 54,110 | $1.8M | 0.63% | 2025-09-30 |
| 27 | LifePro Asset Management | 57,936 | $1.8M | 0.68% | 2024-09-30 |
| 28 | Simplicity Wealth,LLC | 49,491 | $1.7M | 0.58% | 2025-12-31 |
| 29 | Stirlingshire Investments, Inc. | 48,206 | $1.7M | 0.56% | 2025-12-31 |
| 30 | Faithward Advisors, LLC | 44,809 | $1.6M | 0.52% | 2025-12-31 |
| 31 | Carter Financial Group, INC. | 37,547 | $1.3M | 0.44% | 2025-12-31 |
| 32 | UNIQUE WEALTH, LLC | 37,736 | $1.3M | 0.44% | 2025-12-31 |
| 33 | GTS SECURITIES LLC | 35,446 | $1.2M | 0.41% | 2025-12-31 |
| 34 | Freedom Investment Management, Inc. | 36,790 | $1.2M | 0.43% | 2025-06-30 |
| 35 | Rossby Financial, LCC | 27,381 | $951.8K | 0.32% | 2025-12-31 |
| 36 | Summit Financial, LLC | 24,667 | $864.2K | 0.29% | 2025-12-31 |
| 37 | Atria Investments, Inc | 24,477 | $850.8K | 0.28% | 2025-12-31 |
| 38 | Castle Rock Wealth Management, LLC | 35,487 | $847.4K | 0.41% | 2023-12-31 |
| 39 | VICTORY FINANCIAL GROUP, LLC | 22,548 | $783.8K | 0.26% | 2025-12-31 |
| 40 | Vise Technologies, Inc. | 22,350 | $776.9K | 0.26% | 2025-12-31 |
| 41 | Vantus Wealth LLC | 22,171 | $770.7K | 0.26% | 2025-12-31 |
| 42 | Axim Planning & Wealth | 21,613 | $751.3K | 0.25% | 2025-12-31 |
| 43 | LPL Financial LLC | 21,455 | $745.8K | 0.25% | 2025-12-31 |
| 44 | Axiom Financial Strategies, LLC | 20,873 | $725.5K | 0.24% | 2025-12-31 |
| 45 | CITADEL ADVISORS LLC | 17,848 | $620.4K | 0.20% | 2025-12-31 |
| 46 | GOLDMAN SACHS GROUP INC | 19,146 | $610.9K | 0.22% | 2025-06-30 |
| 47 | GREAT VALLEY ADVISOR GROUP, INC. | 19,077 | $574.0K | 0.22% | 2025-03-31 |
| 48 | Empirical Asset Management, LLC | 15,946 | $554.3K | 0.18% | 2025-12-31 |
| 49 | Heritage Wealth Partners, LLC | 18,232 | $548.6K | 0.21% | 2025-03-31 |
| 50 | IHT Wealth Management, LLC | 15,014 | $521.9K | 0.17% | 2025-12-31 |
| 51 | PRIVATE CLIENT SERVICES, LLC | 15,900 | $507.4K | 0.18% | 2025-06-30 |
| 52 | Independent Wealth Network Inc. | 14,239 | $494.9K | 0.16% | 2025-12-31 |
| 53 | Ethos Financial Group, LLC | 13,569 | $475.4K | 0.15% | 2025-12-31 |
| 54 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,602 | $472.8K | 0.15% | 2025-12-31 |
| 55 | Onyx Bridge Wealth Group LLC | 13,353 | $464.1K | 0.15% | 2025-12-31 |
| 56 | KINGSWOOD WEALTH ADVISORS, LLC | 14,568 | $443.7K | 0.17% | 2024-12-31 |
| 57 | Security Financial Services, INC. | 12,100 | $420.6K | 0.14% | 2025-12-31 |
| 58 | Latitude Advisors, LLC | 11,862 | $412.3K | 0.13% | 2025-12-31 |
| 59 | Garden State Investment Advisory Services LLC | 10,826 | $379.3K | 0.12% | 2025-12-31 |
| 60 | AssuredPartners Investment Advisors, LLC | 11,802 | $376.6K | 0.13% | 2025-06-30 |
| 61 | Arax Advisory Partners | 10,394 | $361.3K | 0.12% | 2025-12-31 |
| 62 | Arista Wealth Management, LLC | 10,373 | $360.6K | 0.12% | 2025-12-31 |
| 63 | OLD MISSION CAPITAL LLC | 10,009 | $308.7K | 0.11% | 2024-09-30 |
| 64 | MGO ONE SEVEN LLC | 7,288 | $253.3K | 0.08% | 2025-12-31 |
| 65 | BDFS Capital LLC | 7,077 | $247.9K | 0.08% | 2025-12-31 |
| 66 | OMNI 360 Wealth, Inc. | 5,956 | $211.6K | 0.07% | 2025-12-31 |
| 67 | Focus Partners Advisor Solutions, LLC | 5,956 | $207.0K | 0.07% | 2025-12-31 |
| 68 | CoreCap Advisors, LLC | 5,010 | $174.1K | 0.05% | 2025-12-31 |
| 69 | Kestra Advisory Services, LLC | 4,654 | $161.8K | 0.05% | 2025-12-31 |
| 70 | HARBOUR INVESTMENTS, INC. | 3,495 | $121.5K | 0.04% | 2025-12-31 |
| 71 | Allworth Financial LP | 2,799 | $94.1K | 0.03% | 2025-12-31 |
| 72 | Raleigh Capital Management Inc. | 2,401 | $73.1K | 0.02% | 2024-12-31 |
| 73 | Cornerstone Planning Group LLC | 1,791 | $63.3K | 0.02% | 2025-12-31 |
| 74 | Retirement Wealth Solutions LLC | 1,355 | $47.1K | 0.01% | 2025-12-31 |
| 75 | UBS Group AG | 1,311 | $45.6K | 0.01% | 2025-12-31 |
| 76 | Ameritas Advisory Services, LLC | 1,209 | $38.6K | 0.01% | 2025-06-30 |
| 77 | Avior Wealth Management, LLC | 786 | $23.9K | 0.00% | 2024-12-31 |
| 78 | IFP Advisors, Inc | 264 | $9.2K | 0.00% | 2025-12-31 |
| 79 | Arete Wealth Advisors, LLC | 224,646 | $7.8K | 2.64% | 2025-12-31 |
| 80 | Wayfinding Financial, LLC | 162,671 | $5.7K | 1.91% | 2025-12-31 |
| 81 | von Borstel & Associates, Inc. | 158,804 | $5.5K | 1.86% | 2025-09-30 |
| 82 | Blue Trust, Inc. | 132 | $4.1K | 0.00% | 2024-12-31 |
| 83 | Cambridge Investment Research Advisors, Inc. | 67,908 | $2.4K | 0.79% | 2025-12-31 |
| 84 | DHJJ Financial Advisors, Ltd. | 50 | $1.7K | 0.00% | 2025-12-31 |
| 85 | FLOW TRADERS U.S. LLC | 16,204 | $545 | 0.19% | 2025-09-30 |
| 86 | HRT FINANCIAL LP | 10,009 | $336 | 0.11% | 2025-09-30 |
| 87 | MORGAN STANLEY | 2 | $94 | 0.00% | 2025-12-31 |
| 88 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |