CUSIP 98888G808
ZACKS TRUST
45 institutions · $33.3M total · 1,319,925 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | 301,256 | $9.0M | 22.82% | 2025-12-31 |
| 2 | Prosperity Financial Group, Inc. | 132,834 | $4.0M | 10.06% | 2025-12-31 |
| 3 | Strive Financial Group ,LLC | 74,527 | $2.2M | 5.64% | 2025-12-31 |
| 4 | Strategic Blueprint, LLC | 65,714 | $2.0M | 4.97% | 2025-12-31 |
| 5 | M1 Capital Management LLC | 51,421 | $1.5M | 3.89% | 2025-12-31 |
| 6 | GeoWealth Management, LLC | 46,308 | $1.4M | 3.50% | 2025-12-31 |
| 7 | CoreCap Advisors, LLC | 37,586 | $1.1M | 2.84% | 2025-12-31 |
| 8 | Axim Planning & Wealth | 29,339 | $874.3K | 2.22% | 2025-12-31 |
| 9 | Koshinski Asset Management, Inc. | 25,734 | $766.9K | 1.94% | 2025-12-31 |
| 10 | CONTINENTAL INVESTORS SERVICES, INC. | 24,921 | $756.5K | 1.88% | 2025-12-31 |
| 11 | VICTORY FINANCIAL GROUP, LLC | 23,602 | $703.3K | 1.78% | 2025-12-31 |
| 12 | Hardworking Capital Advisors, LLC | 22,420 | $668.1K | 1.69% | 2025-12-31 |
| 13 | Vise Technologies, Inc. | 22,411 | $667.8K | 1.69% | 2025-12-31 |
| 14 | Simplicity Wealth,LLC | 21,894 | $642.3K | 1.65% | 2025-09-30 |
| 15 | TRUE Private Wealth Advisors | 20,761 | $618.7K | 1.57% | 2025-12-31 |
| 16 | Advyzon Investment Management, LLC | 20,052 | $597.5K | 1.51% | 2025-12-31 |
| 17 | GK Wealth Management LLC | 18,150 | $540.9K | 1.37% | 2025-12-31 |
| 18 | Navigation Wealth Management, Inc. | 16,182 | $482.2K | 1.22% | 2025-12-31 |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 15,883 | $473.3K | 1.20% | 2025-12-31 |
| 20 | Advisory Services Network, LLC | 15,656 | $466.5K | 1.18% | 2025-12-31 |
| 21 | Alteri Wealth LLC | 14,475 | $431.4K | 1.09% | 2025-12-31 |
| 22 | Creative Planning | 14,185 | $422.7K | 1.07% | 2025-12-31 |
| 23 | Balboa Wealth Partners | 13,925 | $415.0K | 1.05% | 2025-12-31 |
| 24 | Vantus Wealth LLC | 13,217 | $393.9K | 1.00% | 2025-12-31 |
| 25 | AXXCESS WEALTH MANAGEMENT, LLC | 11,085 | $330.3K | 0.83% | 2025-12-31 |
| 26 | TOWNSQUARE CAPITAL LLC | 13,117 | $292.5K | 0.99% | 2025-03-31 |
| 27 | CITADEL ADVISORS LLC | 9,382 | $279.6K | 0.71% | 2025-12-31 |
| 28 | Faithward Advisors, LLC | 9,310 | $277.4K | 0.70% | 2025-12-31 |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,209 | $274.4K | 0.69% | 2025-12-31 |
| 30 | Revisor Wealth Management LLC | 7,228 | $215.1K | 0.54% | 2025-12-31 |
| 31 | Foundations Investment Advisors, LLC | 7,209 | $211.5K | 0.54% | 2025-09-30 |
| 32 | Paragon Private Wealth Management, LLC | 6,866 | $204.6K | 0.52% | 2025-12-31 |
| 33 | Rossby Financial, LCC | 2,429 | $72.4K | 0.18% | 2025-12-31 |
| 34 | Arax Advisory Partners | 901 | $26.9K | 0.06% | 2025-12-31 |
| 35 | Allworth Financial LP | 311 | $9.1K | 0.02% | 2025-12-31 |
| 36 | HARBOUR INVESTMENTS, INC. | 258 | $7.7K | 0.01% | 2025-12-31 |
| 37 | Cornerstone Planning Group LLC | 158 | $4.7K | 0.01% | 2025-12-31 |
| 38 | Arete Wealth Advisors, LLC | 139,500 | $4.2K | 10.56% | 2025-12-31 |
| 39 | Retirement Wealth Solutions LLC | 123 | $3.7K | 0.00% | 2025-12-31 |
| 40 | von Borstel & Associates, Inc. | 24,850 | $755 | 1.88% | 2025-09-30 |
| 41 | Wayfinding Financial, LLC | 24,850 | $740 | 1.88% | 2025-12-31 |
| 42 | IFP Advisors, Inc | 24 | $715 | 0.00% | 2025-12-31 |
| 43 | Cambridge Investment Research Advisors, Inc. | 10,661 | $318 | 0.80% | 2025-12-31 |
| 44 | UBS Group AG | 1 | $22 | 0.00% | 2025-03-31 |
| 45 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |