Who owns Zacks Earnings Consistent Portfolio ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of ZECP from SEC Form 13F filings across 79 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.
As of the 2026-06-30 reporting period, 79 institutions disclosed 7.7M shares of Zacks Earnings Consistent Portfolio ETF worth $290.3M — about 82.3% of shares outstanding; the largest disclosed holder is Advisory Services Network, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
79
13F holders
$290.3M
value, 2026 filers
82.3%
of shares outstanding (7.7M sh)
16
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
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Advisory Services Network, LLC | 1.3M | $47.4M | 0.5% | 13.4% | +4.8% |
| 2 | GeoWealth Management, LLC | 968,590 | $36.6M | 1.1% | 10.3% | +19.3% |
| 3 | Menard Financial Group LLC | 793,555 | $29.9M | 16.3% | 8.5% | +0.4% |
| 4 | CONTINENTAL INVESTORS SERVICES, INC. | 591,061 | $22.9M | 17.9% | 6.3% | +31.9% |
| 5 | Koshinski Asset Management, Inc. | 372,813 | $14.1M | 0.7% | 4% | +9.0% |
| 6 | Strive Financial Group ,LLC | 299,705 | $11.3M | 4.9% | 3.2% | +268.2% |
| 7 | Arete Wealth Advisors, LLC | 251,786 | $7.8M | 0.5% | 2.7% | +57.9% |
| 8 | TRUE Private Wealth Advisors | 233,900 | $8.8M | 0.8% | 2.5% | +1.2% |
| 9 | LPL Financial LLC | 225,821 | $8.5M | 0.0% | 2.4% | +768.3% |
| 10 | Balboa Wealth Partners | 182,791 | $6.9M | 0.9% | 1.9% | +0.1% |
| 11 | Navigation Wealth Management, Inc. | 180,380 | $6.8M | 9.4% | 1.9% | +15.7% |
| 12 | Strategic Blueprint, LLC | 171,079 | $6.5M | 0.3% | 1.8% | -1.9% |
| 13 | Virtue Capital Management, LLC | 166,152 | $6.3M | 0.8% | 1.8% | -2.3% |
| 14 | M1 Capital Management LLC | 157,364 | $5.9M | 2.2% | 1.7% | +2.6% |
| 15 | Farther Finance Advisors, LLCNEW | 136,296 | $5.1M | 0.0% | 1.5% | new |
| 16 | Advyzon Investment Management, LLC | 131,478 | $5.0M | 0.4% | 1.4% | +11.6% |
| 17 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 91,373 | $3.4M | 0.1% | 1% | new |
| 18 | Rothschild Wealth LLC | 88,824 | $3.4M | 0.3% | 0.9% | +528.8% |
| 19 | Cambridge Investment Research Advisors, Inc. | 82,889 | $3.1M | 0.0% | 0.9% | +11.5% |
| 20 | Creative Planning | 81,687 | $3.1M | 0.0% | 0.9% | -13.8% |
| 21 | Alteri Wealth LLC | 76,345 | $2.9M | 0.8% | 0.8% | -1.9% |
| 22 | Paragon Private Wealth Management, LLC | 76,200 | $2.9M | 0.8% | 0.8% | +2.2% |
| 23 | EJMK Ventures LLC | 72,000 | $2.7M | 1.2% | 0.8% | -20.7% |
| 24 | BANK OF AMERICA CORP /DE/ | 71,055 | $2.7M | 0.0% | 0.8% | +31.2% |
| 25 | Ignite Planners, LLC | 63,293 | $2.4M | 0.3% | 0.7% | +1.6% |
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.