Who Owns Zacks Earnings Consistent Portfolio ETF (ZECP)?Hedge Fund & Institutional Holders

$34.24-0.10 (-0.29%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.761700016e+274T

% of Float Held

—

QoQ Change in Holders

+11 / -5

Price History

$27.11$29.34$31.57$33.81$36.04Aug 24Jun 25Mar 26

ZECP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
GeoWealth Management, LLCIncreased+220K+$6.9B
Koshinski Asset Management, Inc.Increased+173K+$6.1B
Strategic Blueprint, LLCNew Position+173K+$6.0B
Balboa Wealth PartnersNew Position+166K+$5.8B
Paragon Private Wealth Management, LLCNew Position+77K+$2.7B
Discipline Wealth Solutions, LLCNew Position+58K+$2.0B
Simplicity Wealth,LLCNew Position+49K+$1.7B
UNIQUE WEALTH, LLCNew Position+38K+$1.3B
Advyzon Investment Management, LLCIncreased+31K+$1.2B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+54K+$1.0B
M1 Capital Management LLCIncreased+18K+$800.3M
Axim Planning & WealthNew Position+22K+$751.0M
Independent Wealth Network Inc.New Position+14K+$494.0M
Ethos Financial Group, LLCNew Position+14K+$475.0M
Onyx Bridge Wealth Group LLCNew Position+13K+$464.0M

ZECP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Creative PlanningDecreased-68K-$5.7B
AXXCESS WEALTH MANAGEMENT, LLCDecreased-5K-$4.7B
TWO SIGMA INVESTMENTS, LPClosed Position-54K-$1.8B
GTS SECURITIES LLCDecreased-7K-$1.4B
Carter Financial Group, INC.Decreased-8K-$208.8M
Empirical Asset Management, LLCDecreased-5K-$154.3M
Private Advisor Group, LLCDecreased-689-$145.8M
VICTORY FINANCIAL GROUP, LLCDecreased-5K-$142.3M
Allworth Financial LPClosed Position-3K-$94.1M
IFP Advisors, IncDecreased-1-$8.9M
von Borstel & Associates, Inc.Closed Position-159K-$5.5M
FLOW TRADERS U.S. LLCClosed Position-16K-$545K
HRT FINANCIAL LPClosed Position-10K-$336K
TRUE Private Wealth AdvisorsDecreased-14K-$172K
Arete Wealth Advisors, LLCDecreased-5K-$-103K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Menard Financial Group LLC794,507$27.6B18.96%Share
2CreativeOne Wealth, LLC476,681$16.0B0.39%Share
3GeoWealth Management, LLC342,785$11.0B0.41%Share
4Koshinski Asset Management, Inc.284,843$9.9B0.64%Share
5Strategic Blueprint, LLC173,423$6.0B0.36%Share
6Balboa Wealth Partners166,093$5.8B0.95%Share
7M1 Capital Management LLC158,079$5.5B2.29%Share
8Advyzon Investment Management, LLC93,634$3.3B0.38%Share
9Alteri Wealth LLC78,216$2.7B0.88%Share
10Paragon Private Wealth Management, LLC75,347$2.6B0.80%Share
11Ignite Planners, LLC64,315$2.3B0.35%Share
12Discipline Wealth Solutions, LLC58,342$2.0B0.38%Share
13Private Advisor Group, LLC63,136$2.0B0.01%Share
14Simplicity Wealth,LLC49,491$1.7B0.10%Share
15Carter Financial Group, INC.37,547$1.3B0.78%Share
16UNIQUE WEALTH, LLC37,736$1.3B0.18%Share
17COMMONWEALTH EQUITY SERVICES, LLC53,986$1.0B0.00%Share
18Rossby Financial, LCC27,381$951.0M0.29%Share
19VICTORY FINANCIAL GROUP, LLC22,548$783.0M0.10%Share
20Axim Planning & Wealth21,613$751.0M0.79%Share
21Axiom Financial Strategies, LLC20,873$725.0M0.31%Share
22Empirical Asset Management, LLC15,946$554.0M0.16%Share
23Independent Wealth Network Inc.14,239$494.0M0.15%Share
24Ethos Financial Group, LLC13,569$475.0M0.04%Share
25Onyx Bridge Wealth Group LLC13,353$464.0M0.05%Share
26Security Financial Services, INC.12,100$420.0M0.07%Share
27Latitude Advisors, LLC11,862$412.0M0.18%Share
28Garden State Investment Advisory Services LLC10,826$379.0M0.08%Share
29Arista Wealth Management, LLC10,373$360.0M0.04%Share
30OMNI 360 Wealth, Inc.5,956$211.0M0.11%Share
31CoreCap Advisors, LLC5,010$174.0M0.01%Share
32Paragon Private Wealth Management, LLC2,057$71.0M0.02%Share
33Cornerstone Planning Group LLC1,791$63.0M0.01%Share
34Retirement Wealth Solutions LLC1,355$47.0M0.03%Share
35UBS Group AG1,311$45.0M0.00%Share
36CONTINENTAL INVESTORS SERVICES, INC.265,185$9.7M12.47%Share
37TRUE Private Wealth Advisors253,759$8.8M0.88%Share
38Arete Wealth Advisors, LLC224,646$7.8M0.48%Share
39Wayfinding Financial, LLC162,671$5.7M2.41%Share
40Navigation Wealth Management, Inc.159,531$5.5M8.24%Share
41AXXCESS WEALTH MANAGEMENT, LLC135,741$4.7M0.02%Share
42Virtue Capital Management, LLC130,605$4.6M0.70%Share
43Strive Financial Group ,LLC80,722$2.8M1.39%Share
44Cambridge Investment Research Advisors, Inc.67,908$2.0M0.01%Share
45Stirlingshire Investments, Inc.48,206$1.7M1.50%Share
46Faithward Advisors, LLC44,809$1.6M0.23%Share
47DHJJ Financial Advisors, Ltd.50$1.0M0.00%Share
48GTS SECURITIES LLC35,446$1.0M0.03%Share
49Vantus Wealth LLC22,171$770K0.57%Share
50MGO ONE SEVEN LLC7,288$253K0.01%Share

ZECP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202564$109.5B+25
Q3 202539$127.6B-4
Q2 202543$119.1B+2
Q1 202541$160.9B+7
Q4 202434$128.3B+12
Q3 202422$873.3B+0
Q2 202422$1.4T+8
Q1 202414$280.3T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold ZECP (Zacks Earnings Consistent Portfolio ETF). The largest holder is Menard Financial Group LLC with $27.6B in shares. This quarter, 11 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own ZECP?

As of Q4 2025, 50 institutional investors report holding ZECP (Zacks Earnings Consistent Portfolio ETF) in their 13F filings.

Who is the largest institutional holder of ZECP?

The largest institutional holder of ZECP is Menard Financial Group LLC with $27.6B in shares.

Is institutional ownership of ZECP increasing or decreasing?

This quarter, 11 institutions opened new positions in ZECP and 5 closed their positions.