ZACKS EARNINGS CONSISTENT PO (ZECP) Institutional Ownership Changes & 13F Activity
ZACKS EARNINGS CONSISTENT PO (ZECP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Strive Financial Group ,Llc, Lpl Financial Llc, Continental Investors Services, Inc., Wayfinding Financial, Llc, and Arete Wealth Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Strive Financial Group ,Llc | Buy | +218,299 | +268.2% | 299,705 | $11.31M | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +16,886 | +31.2% | 71,055 | $2.68M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +13,708 | +11.6% | 131,478 | $4.96M | Q2 2026 | Aug 14, 2026 |
| Axim Planning & Wealth | Sell | -7,804 | -34.4% | 14,852 | $560.51K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +3,205 | +17.9% | 21,118 | $796.99K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +2,147 | +12.1% | 19,829 | $748.35K | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +1,041 | — | 1,041 | $39.29K | Q2 2026 | Aug 14, 2026 |
| Continental Investors Services, Inc. | Buy | +143,114 | +31.9% | 591,061 | $22.88M | Q2 2026 | Aug 13, 2026 |
| Wayfinding Financial, Llc | Sell | -105,159 | -64.0% | 59,051 | $2.23M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +92,348 | +57.9% | 251,786 | $7.79M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +5,400 | — | 5,400 | $203.80K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,316 | +311.8% | 1,738 | $65.59K | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, Llc | Buy | +57,807 | +4.8% | 1,256,889 | $47.43M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +5,506 | +55.9% | 15,364 | $579.84K | Q2 2026 | Aug 12, 2026 |
| Summit Financial, Llc | Sell | -4,425 | -19.1% | 18,798 | $709.44K | Q2 2026 | Aug 12, 2026 |
| M1 Capital Management Llc | Buy | +3,980 | +2.6% | 157,364 | $5.94M | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Sell | -3,832 | -7.1% | 49,924 | $1.88M | Q2 2026 | Aug 12, 2026 |
| Madison Wealth Partners, Inc | Buy | +1,879 | +23.7% | 9,806 | $370.08K | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth Llc | Buy | +74,698 | +528.8% | 88,824 | $3.35M | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | Sell | -14,607 | -65.4% | 7,743 | $292.22K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +994 | — | 994 | $37.51K | Q2 2026 | Aug 11, 2026 |
| Advisory Advocates, Llc | Buy | +15,323 | — | 15,323 | $578.29K | Q2 2026 | Aug 10, 2026 |
| Empirical Asset Management, Llc | Sell | -945 | -5.7% | 15,556 | $587.09K | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | Buy | +196 | +0.1% | 182,791 | $6.90M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +199,813 | +768.3% | 225,821 | $8.52M | Q2 2026 | Aug 07, 2026 |
| Menard Financial Group Llc | Buy | +2,997 | +0.4% | 793,555 | $29.95M | Q2 2026 | Aug 07, 2026 |
| Pnc Financial Services Group, Inc. | Sell | -2,390 | -44.4% | 2,992 | $112.92K | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +4 | — | 4 | $151.00 | Q2 2026 | Aug 07, 2026 |
| Ethos Financial Group, Llc | Sell | -2 | -0.0% | 13,567 | $506.46K | Q2 2026 | Aug 07, 2026 |
| Ejmk Ventures Llc | Sell | -18,748 | -20.7% | 72,000 | $2.72M | Q2 2026 | Aug 06, 2026 |
Frequently asked questions about ZECP activity
Which institutional owners are buying ZECP?
Institutional owners buying ZECP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ZECP activity?
"Buy" means an investor increased their reported position in ZECP compared to the prior reporting period. This reflects growing exposure to ZACKS EARNINGS CONSISTENT PO (ZECP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ZECP increasing?
Institutional interest in ZECP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.