# ZACKS TRUST (QUIZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/QUIZ/

- Reporting holders: 4
- Reported value: $3.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.4M | 83,796 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $353.0K | 12,289 | 0.0% | 5 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $235.9K | 8,215 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $221.4K | 7,708 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $3.2M |
| Q2 2026 | 52 | $80.7M |
| Q1 2026 | 45 | $52.0M |
| Q4 2025 | 42 | $56.5M |
| Q3 2025 | 17 | $14.7M |