CUSIP 98888G881
ZACKS TRUST
41 institutions · $49.6M total · 1,970,693 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | ZACKS INVESTMENT MANAGEMENT | 526,551 | $14.0M | 26.71% | 2025-12-31 |
| 2 | GeoWealth Management, LLC | 156,507 | $4.2M | 7.94% | 2025-12-31 |
| 3 | TRUE Private Wealth Advisors | 145,934 | $3.9M | 7.40% | 2025-12-31 |
| 4 | CONTINENTAL INVESTORS SERVICES, INC. | 123,452 | $3.6M | 6.26% | 2025-12-31 |
| 5 | Navigation Wealth Management, Inc. | 91,137 | $2.4M | 4.62% | 2025-12-31 |
| 6 | Advisory Services Network, LLC | 90,711 | $2.4M | 4.60% | 2025-12-31 |
| 7 | Balboa Wealth Partners | 87,048 | $2.3M | 4.41% | 2025-12-31 |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | 77,137 | $2.0M | 3.91% | 2025-12-31 |
| 9 | Strategic Blueprint, LLC | 62,344 | $1.7M | 3.16% | 2025-12-31 |
| 10 | Paragon Private Wealth Management, LLC | 47,302 | $1.3M | 2.40% | 2025-12-31 |
| 11 | Advyzon Investment Management, LLC | 46,124 | $1.2M | 2.34% | 2025-12-31 |
| 12 | Alteri Wealth LLC | 33,968 | $900.9K | 1.72% | 2025-12-31 |
| 13 | Simplicity Wealth,LLC | 28,833 | $764.7K | 1.46% | 2025-12-31 |
| 14 | Stirlingshire Investments, Inc. | 26,157 | $695.0K | 1.32% | 2025-12-31 |
| 15 | Ignite Planners, LLC | 23,491 | $662.7K | 1.19% | 2025-12-31 |
| 16 | Creative Planning | 23,517 | $623.7K | 1.19% | 2025-12-31 |
| 17 | Koshinski Asset Management, Inc. | 22,658 | $601.0K | 1.14% | 2025-12-31 |
| 18 | VICTORY FINANCIAL GROUP, LLC | 21,659 | $574.5K | 1.09% | 2025-12-31 |
| 19 | UNIQUE WEALTH, LLC | 21,571 | $572.1K | 1.09% | 2025-12-31 |
| 20 | Vise Technologies, Inc. | 20,956 | $555.8K | 1.06% | 2025-12-31 |
| 21 | Carter Financial Group, INC. | 18,565 | $493.3K | 0.94% | 2025-12-31 |
| 22 | M1 Capital Management LLC | 18,142 | $481.2K | 0.92% | 2025-12-31 |
| 23 | CreativeOne Wealth, LLC | 17,885 | $474.4K | 0.90% | 2025-12-31 |
| 24 | JANE STREET GROUP, LLC | 16,681 | $442.4K | 0.84% | 2025-12-31 |
| 25 | Faithward Advisors, LLC | 15,130 | $401.3K | 0.76% | 2025-12-31 |
| 26 | Atria Investments, Inc | 14,058 | $372.9K | 0.71% | 2025-12-31 |
| 27 | Axim Planning & Wealth | 13,551 | $359.4K | 0.68% | 2025-12-31 |
| 28 | Axiom Financial Strategies, LLC | 11,997 | $318.2K | 0.60% | 2025-12-31 |
| 29 | Vantus Wealth LLC | 9,922 | $263.2K | 0.50% | 2025-12-31 |
| 30 | Ethos Financial Group, LLC | 8,534 | $226.7K | 0.43% | 2025-12-31 |
| 31 | Independent Wealth Network Inc. | 8,188 | $217.2K | 0.41% | 2025-12-31 |
| 32 | IHT Wealth Management, LLC | 8,071 | $214.1K | 0.40% | 2025-12-31 |
| 33 | Arax Advisory Partners | 6,528 | $173.1K | 0.33% | 2025-12-31 |
| 34 | CoreCap Advisors, LLC | 4,918 | $130.4K | 0.24% | 2025-12-31 |
| 35 | Rossby Financial, LCC | 4,867 | $129.1K | 0.24% | 2025-12-31 |
| 36 | HARBOUR INVESTMENTS, INC. | 2,041 | $54.1K | 0.10% | 2025-12-31 |
| 37 | Cornerstone Planning Group LLC | 1,024 | $28.8K | 0.05% | 2025-12-31 |
| 38 | Retirement Wealth Solutions LLC | 850 | $22.5K | 0.04% | 2025-12-31 |
| 39 | UBS Group AG | 338 | $9.0K | 0.01% | 2025-12-31 |
| 40 | IFP Advisors, Inc | 151 | $4.0K | 0.00% | 2025-12-31 |
| 41 | Arete Wealth Advisors, LLC | 112,195 | $3.0K | 5.69% | 2025-12-31 |