ZACKS QLTY INTER'L FUND (QUIZ) Institutional Ownership Changes & 13F Activity
ZACKS QLTY INTER'L FUND (QUIZ). 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 Geowealth Management, Llc, Continental Investors Services, Inc., Lpl Financial Llc, Axxcess Wealth Management, Llc, and Rothschild Wealth Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jane Street Group, Llc | Sell | -22,096 | -71.6% | 8,756 | $255.84K | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +18,022 | +30.4% | 77,271 | $2.26M | Q2 2026 | Aug 14, 2026 |
| Axim Planning & Wealth | Buy | +5,423 | +36.9% | 20,132 | $588.23K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +1,176 | +14.1% | 9,524 | $278.28K | Q2 2026 | Aug 14, 2026 |
| Continental Investors Services, Inc. | Buy | +110,676 | +42.8% | 369,356 | $10.98M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +22,436 | +26.1% | 108,541 | $3.17M | Q2 2026 | Aug 13, 2026 |
| Wayfinding Financial, Llc | Buy | +3,121 | +38.0% | 11,327 | $330.00K | Q2 2026 | Aug 13, 2026 |
| M1 Capital Management Llc | Buy | +11,297 | +11.4% | 109,987 | $3.21M | Q2 2026 | Aug 12, 2026 |
| Faithward Advisors, Llc | Buy | +6,093 | +28.4% | 27,537 | $804.59K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +4,296 | +76.6% | 9,902 | $289.32K | Q2 2026 | Aug 12, 2026 |
| Advisory Services Network, Llc | Buy | +274 | +0.3% | 87,125 | $2.55M | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth Llc | Buy | +46,761 | +526.6% | 55,640 | $1.63M | Q2 2026 | Aug 11, 2026 |
| Vise Technologies, Inc. | Sell | -11,495 | -54.9% | 9,461 | $276.44K | Q2 2026 | Aug 11, 2026 |
| Empirical Asset Management, Llc | Buy | +9,449 | — | 9,449 | $276.09K | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | Buy | +271 | +0.3% | 97,554 | $2.85M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +58,551 | — | 58,551 | $1.71M | Q2 2026 | Aug 07, 2026 |
| Ethos Financial Group, Llc | Buy | +147 | +1.7% | 8,664 | $245.02K | Q2 2026 | Aug 07, 2026 |
| Luminist Capital Llc | Buy | +2 | — | 2 | $58.00 | Q2 2026 | Aug 07, 2026 |
| Ejmk Ventures Llc | Buy | +7,658 | +27.3% | 35,701 | $1.04M | Q2 2026 | Aug 06, 2026 |
| Pks Advisory Services, Llc | Buy | +27,729 | — | 27,729 | $810.20K | Q2 2026 | Aug 04, 2026 |
| Valley Wealth Managers, Inc. | Buy | +111 | — | 111 | $3.24K | Q2 2026 | Aug 04, 2026 |
| Stirlingshire Investments, Inc. | Buy | +2,887 | +10.8% | 29,507 | $862.14K | Q2 2026 | Jul 31, 2026 |
| Geowealth Management, Llc | Buy | +183,992 | +54.9% | 519,201 | $15.17M | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +5,476 | +13.9% | 44,880 | $1.31K | Q2 2026 | Jul 30, 2026 |
| Carter Financial Group, Inc. | Buy | +1,528 | +8.3% | 20,026 | $585.14K | Q2 2026 | Jul 30, 2026 |
| Alteri Wealth Llc | Buy | +15,588 | +45.9% | 49,523 | $1.45M | Q2 2026 | Jul 29, 2026 |
| Victory Financial Group, Llc | Sell | -6,110 | -40.6% | 8,925 | $260.77K | Q2 2026 | Jul 29, 2026 |
| Axxcess Wealth Management, Llc | Buy | +58,127 | — | 58,127 | $1.70M | Q2 2026 | Jul 28, 2026 |
| Latitude Advisors, Llc | Buy | +5,063 | +68.1% | 12,500 | $365.22K | Q2 2026 | Jul 28, 2026 |
| Paragon Private Wealth Management, Llc | Buy | +1,061 | +2.3% | 47,938 | $1.40M | Q2 2026 | Jul 28, 2026 |
Frequently asked questions about QUIZ activity
Which institutional owners are buying QUIZ?
Institutional owners buying QUIZ 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 QUIZ activity?
"Buy" means an investor increased their reported position in QUIZ compared to the prior reporting period. This reflects growing exposure to ZACKS QLTY INTER'L FUND (QUIZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in QUIZ increasing?
Institutional interest in QUIZ 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.