QUIZ ZACKS TRUST: institutional ownership and insider trading

49 funds reported holding $73.9M of ZACKS TRUST in their latest 13F filings; in Q2 2026 funds net bought $20.1M, with 9 new positions and 5 funds selling out.

Largest institutional holders of QUIZ

  1. GeoWealth Management, LLC — $15.2M
  2. CONTINENTAL INVESTORS SERVICES, INC. — $11.0M
  3. TRUE Private Wealth Advisors — $4.43M
  4. M1 Capital Management LLC — $3.21M
  5. Arete Wealth Advisors, LLC — $3.17M
  6. Navigation Wealth Management, Inc. — $3.09M
  7. Strategic Blueprint, LLC — $2.94M
  8. Advisory Services Network, LLC — $2.55M
  9. Balboa Wealth Partners — $2.47M
  10. Farther Finance Advisors, LLC — $2.41M

Who owns the most QUIZ stock?

The largest institutional holders of ZACKS TRUST in the latest 13F filings are GeoWealth Management, LLC ($15.2M), CONTINENTAL INVESTORS SERVICES, INC. ($11.0M), TRUE Private Wealth Advisors ($4.43M).

All QUIZ 13F holders