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Who owns ZECPWhat ZECP owns — n/a

Who owns Zacks Earnings Consistent Portfolio ETF?

Institutional ownership of ZECP from SEC Form 13F filings across 52 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

52

13F holders

$183.8M

value, 2026 filers

54.6%

of shares outstanding (5.1M sh)

10

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of ZECP's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Advisory Services Network, LLC1.3M$47.4M0.5%13.4%+4.8%
2Menard Financial Group LLC793,555$29.9M16.3%8.5%+0.4%
3Arete Wealth Advisors, LLC503,572$15.6M0.5%5.4%+57.9%
4Koshinski Asset Management, Inc.372,813$14.1M0.7%4%+9.0%
5Strive Financial Group ,LLC299,705$11.3M4.9%3.2%+268.2%
6TRUE Private Wealth Advisors233,900$8.8M0.8%2.5%+1.2%
7LPL Financial LLC225,821$8.5M0.0%2.4%+768.3%
8Balboa Wealth Partners182,791$6.9M0.9%1.9%+0.1%
9Strategic Blueprint, LLC171,079$6.5M0.3%1.8%-1.9%
10Cambridge Investment Research Advisors, Inc.165,778$6,2560.0%1.8%+122.9%
11Advyzon Investment Management, LLC131,478$5.0M0.4%1.4%+11.6%
12AXXCESS WEALTH MANAGEMENT, LLCNEW91,373$3.4M0.1%1%new
13Creative Planning81,687$3.1M0.0%0.9%-13.8%
14BANK OF AMERICA CORP /DE/71,055$2.7M0.0%0.8%+31.2%
15Ignite Planners, LLC63,293$2.4M0.3%0.7%+1.6%
16PKS Advisory Services, LLCNEW58,396$2.2M0.4%0.6%new
17COMMONWEALTH EQUITY SERVICES, LLC52,288$2.0M0.0%0.6%-4.3%
18Simplicity Wealth,LLC50,670$1.9M0.1%0.5%+3.8%
19Carter Financial Group, INC.36,973$1.4M0.7%0.4%+1.7%
20Rossby Financial, LCC27,082$1.0M0.2%0.3%0.0%
21INDEPENDENT FINANCIAL GROUP, LLC26,053$983,2400.0%0.3%-44.5%
22SUSQUEHANNA INTERNATIONAL GROUP, LLP21,118$796,9930.0%0.2%+17.9%
23IHT Wealth Management, LLC19,829$748,3460.0%0.2%+12.1%
24Summit Financial, LLC18,798$709,4370.0%0.2%-19.1%
25Empirical Asset Management, LLC15,556$587,0880.1%0.2%-5.7%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.