# ZACKS TRUST (ZECP)

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

- Reporting holders: 5
- Reported value: $6.4M
- 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/) | $5.2M | 138,934 | 0.0% | 2 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $631.0K | 17,005 | 0.1% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $433.2K | 11,673 | 0.0% | 5 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $225.9K | 6,087 | 0.1% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $26 | 1 | 0.0% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $6.4M |
| Q2 2026 | 80 | $312.6M |
| Q1 2026 | 71 | $240.5M |
| Q4 2025 | 68 | $238.1M |
| Q3 2025 | 57 | $198.0M |
| Q2 2025 | 47 | $192.2M |
| Q1 2025 | 42 | $188.3M |
| Q4 2024 | 38 | $137.0M |
| Q3 2024 | 34 | $130.7M |
| Q2 2024 | 30 | $118.4M |
| Q1 2024 | 22 | $79.7M |
| Q4 2023 | 18 | $57.2M |