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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Strive Financial Group ,LlcBuy+218,299+268.2%299,705$11.31MQ2 2026Aug 17, 2026
Bank Of America CorpBuy+16,886+31.2%71,055$2.68MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+13,708+11.6%131,478$4.96MQ2 2026Aug 14, 2026
Axim Planning & WealthSell-7,804-34.4%14,852$560.51KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+3,205+17.9%21,118$796.99KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+2,147+12.1%19,829$748.35KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+1,0411,041$39.29KQ2 2026Aug 14, 2026
Continental Investors Services, Inc.Buy+143,114+31.9%591,061$22.88MQ2 2026Aug 13, 2026
Wayfinding Financial, LlcSell-105,159-64.0%59,051$2.23MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+92,348+57.9%251,786$7.79MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+5,4005,400$203.80KQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,316+311.8%1,738$65.59KQ2 2026Aug 13, 2026
Advisory Services Network, LlcBuy+57,807+4.8%1,256,889$47.43MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+5,506+55.9%15,364$579.84KQ2 2026Aug 12, 2026
Summit Financial, LlcSell-4,425-19.1%18,798$709.44KQ2 2026Aug 12, 2026
M1 Capital Management LlcBuy+3,980+2.6%157,364$5.94MQ2 2026Aug 12, 2026
Faithward Advisors, LlcSell-3,832-7.1%49,924$1.88MQ2 2026Aug 12, 2026
Madison Wealth Partners, IncBuy+1,879+23.7%9,806$370.08KQ2 2026Aug 12, 2026
Rothschild Wealth LlcBuy+74,698+528.8%88,824$3.35MQ2 2026Aug 11, 2026
Vise Technologies, Inc.Sell-14,607-65.4%7,743$292.22KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+994994$37.51KQ2 2026Aug 11, 2026
Advisory Advocates, LlcBuy+15,32315,323$578.29KQ2 2026Aug 10, 2026
Empirical Asset Management, LlcSell-945-5.7%15,556$587.09KQ2 2026Aug 10, 2026
Balboa Wealth PartnersBuy+196+0.1%182,791$6.90MQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+199,813+768.3%225,821$8.52MQ2 2026Aug 07, 2026
Menard Financial Group LlcBuy+2,997+0.4%793,555$29.95MQ2 2026Aug 07, 2026
Pnc Financial Services Group, Inc.Sell-2,390-44.4%2,992$112.92KQ2 2026Aug 07, 2026
Luminist Capital LlcBuy+44$151.00Q2 2026Aug 07, 2026
Ethos Financial Group, LlcSell-2-0.0%13,567$506.46KQ2 2026Aug 07, 2026
Ejmk Ventures LlcSell-18,748-20.7%72,000$2.72MQ2 2026Aug 06, 2026
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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.