QUIZ Institutional Ownership & Shareholders
ZACKS QLTY INTER'L FUND (QUIZ) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $70.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Geowealth Management, Llc is currently the largest disclosed institutional shareholder of QUIZ tracked by InsiderSet, reporting ownership valued at approximately $15.17M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.56M, representing an estimated loss of -4.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed QUIZ value among the investors covered in this analysis. Major shareholders include Geowealth Management, Llc, Continental Investors Services, Inc., True Private Wealth Advisors, and several other long-term asset managers with concentrated positions in ZACKS QLTY INTER'L FUND (QUIZ).
This page ranks the largest institutional QUIZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$70.61M
Largest Holder
Geowealth Management, Llc
Largest Position
$15.17M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Geowealth Management, Llc | 0.48% | 519,201 | $15,170,267 | $14,558,396 | -$611,871 | -4.03% | |
| Continental Investors Services, Inc. | 8.60% | 369,356 | $10,981,048 | $10,356,742 | -$624,306 | -5.69% | |
| True Private Wealth Advisors | 0.38% | 154,303 | $4,431,808 | $4,326,656 | -$105,152 | -2.37% | |
| M1 Capital Management Llc | 1.19% | 109,987 | $3,213,655 | $3,084,035 | -$129,620 | -4.03% | |
| Arete Wealth Advisors, Llc | 0.21% | 108,541 | $3,170,482 | $3,043,490 | -$126,992 | -4.01% | |
| Navigation Wealth Management, Inc. | 4.25% | 105,620 | $3,086,058 | $2,961,585 | -$124,473 | -4.03% | |
| Strategic Blueprint, Llc | 0.14% | 102,313 | $2,938,575 | $2,868,857 | -$69,718 | -2.37% | |
| Advisory Services Network, Llc | 0.03% | 87,125 | $2,545,662 | $2,442,985 | -$102,677 | -4.03% | |
| Balboa Wealth Partners | 0.33% | 85,933 | $2,468,107 | $2,409,561 | -$58,546 | -2.37% | |
| Farther Finance Advisors, Llc | 0.02% | 83,796 | $2,406,728 | $2,349,640 | -$57,088 | -2.37% | |
| Advyzon Investment Management, Llc | 0.16% | 77,271 | $2,257,737 | $2,166,679 | -$91,058 | -4.03% | |
| Lpl Financial Llc | 0.00% | 58,551 | $1,710,772 | $1,641,770 | -$69,002 | -4.03% | |
| Rothschild Wealth Llc | 0.13% | 55,640 | $1,625,717 | $1,560,146 | -$65,571 | -4.03% | |
| Alteri Wealth Llc | 0.40% | 49,523 | $1,446,979 | $1,388,625 | -$58,354 | -4.03% | |
| Koshinski Asset Management, Inc. | 0.06% | 43,078 | $1,237,264 | $1,207,907 | -$29,357 | -2.37% | |
| Ignite Planners, Llc | 0.12% | 32,392 | $942,778 | $908,272 | -$34,506 | -3.66% | |
| Ejmk Ventures Llc | 0.39% | 32,529 | $934,275 | $912,113 | -$22,162 | -2.37% | |
| Unique Wealth, Llc | 0.10% | 31,533 | $905,669 | $884,185 | -$21,484 | -2.37% | |
| Simplicity Wealth,Llc | 0.03% | 31,210 | $896,392 | $875,128 | -$21,264 | -2.37% | |
| Stirlingshire Investments, Inc. | 0.64% | 29,507 | $862,145 | $827,376 | -$34,769 | -4.03% | |
| Integrity Wealth Partners, Llc | 0.66% | 29,742 | $854,229 | $833,966 | -$20,263 | -2.37% | |
| Pks Advisory Services, Llc | 0.13% | 27,729 | $810,200 | $777,521 | -$32,679 | -4.03% | |
| Faithward Advisors, Llc | 0.10% | 27,537 | $804,590 | $772,137 | -$32,453 | -4.03% | |
| Carter Financial Group, Inc. | 0.30% | 20,481 | $588,253 | $574,287 | -$13,966 | -2.37% | |
| Latitude Advisors, Llc | 0.14% | 16,074 | $461,657 | $450,715 | -$10,942 | -2.37% | |
| Revisor Wealth Management Llc | 0.11% | 14,967 | $426,900 | $419,675 | -$7,225 | -1.69% | |
| Independent Wealth Network Inc. | 0.10% | 13,316 | $382,453 | $373,381 | -$9,072 | -2.37% | |
| Creative Planning | 0.00% | 13,032 | $374,285 | $365,417 | -$8,868 | -2.37% | |
| Corecap Advisors, Llc | 0.01% | 12,289 | $352,956 | $344,584 | -$8,372 | -2.37% | |
| Wayfinding Financial, Llc | 0.12% | 11,327 | $330,000 | $317,609 | -$12,391 | -3.75% | |
| Harbour Investments, Inc. | 0.00% | 9,902 | $289,322 | $277,652 | -$11,670 | -4.03% | |
| Iht Wealth Management, Llc | 0.01% | 9,524 | $278,277 | $267,053 | -$11,224 | -4.03% | |
| Empirical Asset Management, Llc | 0.06% | 9,449 | $276,086 | $264,950 | -$11,136 | -4.03% | |
| Jane Street Group, Llc | 0.00% | 8,756 | $255,837 | $245,518 | -$10,319 | -4.03% | |
| Ethos Financial Group, Llc | 0.02% | 8,664 | $245,018 | $242,939 | -$2,079 | -0.85% | |
| Cooper Financial Group | 0.02% | 8,215 | $235,946 | $230,349 | -$5,597 | -2.37% | |
| Seacrest Wealth Management, Llc | 0.03% | 7,901 | $226,927 | $221,544 | -$5,383 | -2.37% | |
| Gk Wealth Management Llc | 0.12% | 7,708 | $221,383 | $216,132 | -$5,251 | -2.37% | |
| Arax Advisory Partners | 0.00% | 6,490 | $189,629 | $181,980 | -$7,649 | -4.03% | |
| Rossby Financial, Lcc | 0.03% | 4,870 | $142,294 | $136,555 | -$5,739 | -4.03% | |
| Ifp Advisors, Inc | 0.00% | 170 | $4,883 | $4,767 | -$116 | -2.38% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 48,439 | $1,391 | $1,358,230 | +$1,356,839 | +97544.11% | |
| Luminist Capital Llc | 0.00% | 2 | $58 | $56 | -$2 | -3.31% |
Frequently asked questions about QUIZ
Who are the largest institutional holders of QUIZ?
The largest institutional holders of QUIZ reported in the latest SEC Form 13F filings include Geowealth Management, Llc, Continental Investors Services, Inc., True Private Wealth Advisors, M1 Capital Management Llc, and Arete Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported QUIZ position.
What is QUIZ institutional ownership?
This page tracks QUIZ positions reported by institutional investment managers through SEC Form 13F. ZACKS QLTY INTER'L FUND (QUIZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own QUIZ?
InsiderSet currently tracks 42 institutional managers reporting QUIZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of QUIZ shareholders.
How much QUIZ stock do institutions own?
Institutional investment managers disclosed approximately $70.61M in QUIZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was QUIZ institutional ownership last updated?
The latest QUIZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional QUIZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its QUIZ position after the reporting date.
Are institutions buying or selling QUIZ?
Institutional buying and selling can be analyzed by comparing QUIZ positions across consecutive 13F reporting periods. InsiderSet's QUIZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View QUIZ ownership changes.
How has QUIZ institutional ownership changed over time?
InsiderSet tracks QUIZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.