CUSIP 98888G204
ZACKS TRUST
74 institutions · $132.8M total · 4,076,682 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Avior Wealth Management, LLC | 681,621 | $25.2M | 16.71% | 2025-12-31 |
| 2 | TRUE Private Wealth Advisors | 592,217 | $21.9M | 14.52% | 2025-12-31 |
| 3 | CreativeOne Wealth, LLC | 405,595 | $15.0M | 9.94% | 2025-12-31 |
| 4 | Sanchez Wealth Management Group | 208,928 | $7.7M | 5.12% | 2025-12-31 |
| 5 | GeoWealth Management, LLC | 132,437 | $4.9M | 3.24% | 2025-12-31 |
| 6 | Kowal Investment Group, LLC | 126,989 | $4.2M | 3.11% | 2024-09-30 |
| 7 | Koshinski Asset Management, Inc. | 112,123 | $4.1M | 2.75% | 2025-12-31 |
| 8 | LPL Financial LLC | 102,927 | $3.8M | 2.52% | 2025-12-31 |
| 9 | CONTINENTAL INVESTORS SERVICES, INC. | 94,767 | $3.8M | 2.32% | 2025-12-31 |
| 10 | Advisory Services Network, LLC | 77,145 | $2.9M | 1.89% | 2025-12-31 |
| 11 | Strategic Blueprint, LLC | 68,751 | $2.5M | 1.68% | 2025-12-31 |
| 12 | M1 Capital Management LLC | 65,820 | $2.4M | 1.61% | 2025-12-31 |
| 13 | Navigation Wealth Management, Inc. | 59,530 | $2.2M | 1.46% | 2025-12-31 |
| 14 | Balboa Wealth Partners | 57,419 | $2.1M | 1.40% | 2025-12-31 |
| 15 | Prosperity Financial Group, Inc. | 53,262 | $2.0M | 1.30% | 2025-12-31 |
| 16 | Bauman Advisory Group, LLC | 50,050 | $1.9M | 1.22% | 2025-12-31 |
| 17 | AXXCESS WEALTH MANAGEMENT, LLC | 49,829 | $1.8M | 1.22% | 2025-12-31 |
| 18 | Maia Wealth LLC | 45,411 | $1.8M | 1.11% | 2025-12-31 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 47,340 | $1.8M | 1.16% | 2025-09-30 |
| 20 | Strive Financial Group ,LLC | 41,345 | $1.5M | 1.01% | 2025-12-31 |
| 21 | Alteri Wealth LLC | 38,935 | $1.4M | 0.95% | 2025-12-31 |
| 22 | Advyzon Investment Management, LLC | 36,550 | $1.4M | 0.89% | 2025-12-31 |
| 23 | JANE STREET GROUP, LLC | 31,579 | $1.2M | 0.77% | 2025-12-31 |
| 24 | Ignite Planners, LLC | 29,582 | $1.1M | 0.72% | 2025-12-31 |
| 25 | Creative Planning | 30,171 | $1.1M | 0.74% | 2025-12-31 |
| 26 | Paragon Private Wealth Management, LLC | 27,584 | $1.0M | 0.67% | 2025-12-31 |
| 27 | Axim Planning & Wealth | 20,618 | $762.7K | 0.50% | 2025-12-31 |
| 28 | LifePro Asset Management | 21,835 | $722.7K | 0.53% | 2024-09-30 |
| 29 | Stirlingshire Investments, Inc. | 18,530 | $689.6K | 0.45% | 2025-12-31 |
| 30 | Sanctuary Advisors, LLC | 18,597 | $687.9K | 0.45% | 2025-12-31 |
| 31 | Faithward Advisors, LLC | 17,741 | $656.2K | 0.43% | 2025-12-31 |
| 32 | Simplicity Wealth,LLC | 17,628 | $652.1K | 0.43% | 2025-12-31 |
| 33 | VICTORY FINANCIAL GROUP, LLC | 14,955 | $553.2K | 0.36% | 2025-12-31 |
| 34 | Vise Technologies, Inc. | 14,456 | $534.7K | 0.35% | 2025-12-31 |
| 35 | UNIQUE WEALTH, LLC | 13,796 | $510.3K | 0.33% | 2025-12-31 |
| 36 | Carter Financial Group, INC. | 13,260 | $493.5K | 0.32% | 2025-12-31 |
| 37 | Freedom Investment Management, Inc. | 13,087 | $443.5K | 0.32% | 2025-06-30 |
| 38 | HARBOUR INVESTMENTS, INC. | 11,015 | $407.4K | 0.27% | 2025-12-31 |
| 39 | CITADEL ADVISORS LLC | 11,826 | $400.8K | 0.29% | 2025-06-30 |
| 40 | Vantus Wealth LLC | 10,451 | $386.6K | 0.25% | 2025-12-31 |
| 41 | Rossby Financial, LCC | 10,437 | $386.1K | 0.25% | 2025-12-31 |
| 42 | Atria Investments, Inc | 9,791 | $362.2K | 0.24% | 2025-12-31 |
| 43 | Summit Financial, LLC | 8,252 | $307.1K | 0.20% | 2025-12-31 |
| 44 | AssuredPartners Investment Advisors, LLC | 8,822 | $292.7K | 0.21% | 2024-12-31 |
| 45 | Axiom Financial Strategies, LLC | 7,614 | $281.6K | 0.18% | 2025-12-31 |
| 46 | GOLDMAN SACHS GROUP INC | 8,078 | $267.4K | 0.19% | 2024-09-30 |
| 47 | INVESTMENT ADVISORY SERVICES INC /TX /ADV | 6,932 | $256.4K | 0.17% | 2025-12-31 |
| 48 | B.O.S.S. Retirement Advisors, LLC | 6,136 | $229.2K | 0.15% | 2025-09-30 |
| 49 | Fisher Asset Management, LLC | 7,487 | $228.3K | 0.18% | 2024-06-30 |
| 50 | PNC Financial Services Group, Inc. | 5,986 | $221.4K | 0.14% | 2025-12-31 |
| 51 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,985 | $221.4K | 0.14% | 2025-12-31 |
| 52 | Beacon Pointe Advisors, LLC | 5,692 | $210.5K | 0.13% | 2025-12-31 |
| 53 | Empirical Asset Management, LLC | 5,589 | $206.7K | 0.13% | 2025-12-31 |
| 54 | Arax Advisory Partners | 3,822 | $141.4K | 0.09% | 2025-12-31 |
| 55 | Westside Investment Management, Inc. | 3,507 | $131.4K | 0.08% | 2025-12-31 |
| 56 | CoreCap Advisors, LLC | 3,412 | $126.2K | 0.08% | 2025-12-31 |
| 57 | Allworth Financial LP | 959 | $35.8K | 0.02% | 2025-12-31 |
| 58 | US BANCORP \DE\ | 853 | $28.9K | 0.02% | 2025-06-30 |
| 59 | Cornerstone Planning Group LLC | 671 | $26.3K | 0.01% | 2025-12-31 |
| 60 | Retirement Wealth Solutions LLC | 496 | $18.3K | 0.01% | 2025-12-31 |
| 61 | CREATIVE FINANCIAL DESIGNS INC /ADV | 500 | $16.9K | 0.01% | 2025-06-30 |
| 62 | Ameritas Advisory Services, LLC | 431 | $14.6K | 0.01% | 2025-06-30 |
| 63 | Farther Finance Advisors, LLC | 355 | $13.1K | 0.00% | 2025-12-31 |
| 64 | OSAIC HOLDINGS, INC. | 300 | $11.1K | 0.00% | 2025-12-31 |
| 65 | Wayfinding Financial, LLC | 150,979 | $5.6K | 3.70% | 2025-12-31 |
| 66 | von Borstel & Associates, Inc. | 149,605 | $5.6K | 3.66% | 2025-09-30 |
| 67 | Arete Wealth Advisors, LLC | 143,397 | $5.3K | 3.51% | 2025-12-31 |
| 68 | IFP Advisors, Inc | 103 | $3.8K | 0.00% | 2025-12-31 |
| 69 | Blue Trust, Inc. | 91 | $3.0K | 0.00% | 2024-12-31 |
| 70 | Steward Partners Investment Advisory, LLC | 40 | $1.5K | 0.00% | 2025-12-31 |
| 71 | UBS Group AG | 31 | $981 | 0.00% | 2024-03-31 |
| 72 | Cambridge Investment Research Advisors, Inc. | 25,852 | $956 | 0.63% | 2025-12-31 |
| 73 | FLOW TRADERS U.S. LLC | 8,775 | $265 | 0.21% | 2025-03-31 |
| 74 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |