ZECP Institutional Ownership & Shareholders
ZACKS EARNINGS CONSISTENT PO (ZECP) is currently held by 66 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $277.54M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Advisory Services Network, Llc is currently the largest disclosed institutional shareholder of ZECP tracked by InsiderSet, reporting ownership valued at approximately $47.43M 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 $48.00M, representing an estimated gain of +1.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed ZECP value among the investors covered in this analysis. Major shareholders include Advisory Services Network, Llc, Geowealth Management, Llc, Menard Financial Group Llc, and several other long-term asset managers with concentrated positions in ZACKS EARNINGS CONSISTENT PO (ZECP).
This page ranks the largest institutional ZECP 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
66
Total Reported Value
$277.54M
Largest Holder
Advisory Services Network, Llc
Largest Position
$47.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
87
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Advisory Services Network, Llc | 0.54% | 1,256,889 | $47,434,993 | $48,000,591 | +$565,598 | +1.19% | |
| Geowealth Management, Llc | 1.15% | 968,590 | $36,554,553 | $36,990,452 | +$435,899 | +1.19% | |
| Menard Financial Group Llc | 16.30% | 793,555 | $29,948,766 | $30,305,865 | +$357,099 | +1.19% | |
| Continental Investors Services, Inc. | 17.93% | 591,061 | $22,880,815 | $22,572,620 | -$308,195 | -1.35% | |
| Koshinski Asset Management, Inc. | 0.75% | 384,590 | $14,272,151 | $14,687,492 | +$415,341 | +2.91% | |
| Strive Financial Group ,Llc | 4.92% | 299,705 | $11,310,867 | $11,445,734 | +$134,867 | +1.19% | |
| True Private Wealth Advisors | 0.76% | 241,325 | $8,955,587 | $9,216,202 | +$260,615 | +2.91% | |
| Lpl Financial Llc | 0.00% | 225,821 | $8,522,493 | $8,624,104 | +$101,611 | +1.19% | |
| Virtue Capital Management, Llc | 1.03% | 213,059 | $7,906,619 | $8,136,723 | +$230,104 | +2.91% | |
| Arete Wealth Advisors, Llc | 0.51% | 251,786 | $7,788,969 | $9,615,707 | +$1,826,738 | +23.45% | |
| Navigation Wealth Management, Inc. | 9.38% | 180,380 | $6,807,541 | $6,888,712 | +$81,171 | +1.19% | |
| Strategic Blueprint, Llc | 0.31% | 171,697 | $6,371,692 | $6,557,108 | +$185,416 | +2.91% | |
| Balboa Wealth Partners | 0.81% | 163,953 | $6,084,296 | $6,261,365 | +$177,069 | +2.91% | |
| M1 Capital Management Llc | 2.19% | 157,364 | $5,938,926 | $6,009,731 | +$70,805 | +1.19% | |
| Farther Finance Advisors, Llc | 0.04% | 138,934 | $5,155,846 | $5,305,889 | +$150,043 | +2.91% | |
| Advyzon Investment Management, Llc | 0.36% | 131,478 | $4,961,996 | $5,021,145 | +$59,149 | +1.19% | |
| Rothschild Wealth Llc | 0.27% | 88,824 | $3,352,218 | $3,392,189 | +$39,971 | +1.19% | |
| Alteri Wealth Llc | 0.80% | 76,345 | $2,881,252 | $2,915,616 | +$34,364 | +1.19% | |
| Ignite Planners, Llc | 0.36% | 74,525 | $2,789,744 | $2,846,110 | +$56,366 | +2.02% | |
| Bank Of America Corp | 0.00% | 71,055 | $2,681,616 | $2,713,590 | +$31,974 | +1.19% | |
| Creative Planning | 0.00% | 69,394 | $2,575,220 | $2,650,157 | +$74,937 | +2.91% | |
| Ejmk Ventures Llc | 1.07% | 68,206 | $2,531,125 | $2,604,787 | +$73,662 | +2.91% | |
| Wayfinding Financial, Llc | 0.84% | 59,051 | $2,228,000 | $2,255,158 | +$27,158 | +1.22% | |
| Pks Advisory Services, Llc | 0.35% | 58,396 | $2,203,865 | $2,230,143 | +$26,278 | +1.19% | |
| Unique Wealth, Llc | 0.22% | 51,843 | $1,923,894 | $1,979,884 | +$55,990 | +2.91% | |
| Faithward Advisors, Llc | 0.23% | 49,924 | $1,884,132 | $1,906,598 | +$22,466 | +1.19% | |
| Simplicity Wealth,Llc | 0.05% | 50,611 | $1,878,174 | $1,932,834 | +$54,660 | +2.91% | |
| Stirlingshire Investments, Inc. | 1.39% | 49,507 | $1,868,403 | $1,890,672 | +$22,269 | +1.19% | |
| Integrity Wealth Partners, Llc | 1.36% | 47,432 | $1,760,202 | $1,811,428 | +$51,226 | +2.91% | |
| Carter Financial Group, Inc. | 0.66% | 35,157 | $1,304,665 | $1,342,646 | +$37,981 | +2.91% | |
| Discipline Wealth Solutions, Llc | 0.11% | 34,951 | $1,297,047 | $1,334,779 | +$37,732 | +2.91% | |
| Rossby Financial, Lcc | 0.19% | 27,082 | $1,022,075 | $1,034,262 | +$12,187 | +1.19% | |
| Latitude Advisors, Llc | 0.30% | 26,291 | $975,648 | $1,004,053 | +$28,405 | +2.91% | |
| Independent Financial Group, Llc | 0.02% | 26,053 | $966,827 | $994,964 | +$28,137 | +2.91% | |
| Independent Wealth Network Inc. | 0.20% | 21,866 | $811,447 | $835,063 | +$23,616 | +2.91% | |
| Susquehanna International Group, Llp | 0.00% | 21,118 | $796,993 | $806,496 | +$9,503 | +1.19% | |
| Iht Wealth Management, Llc | 0.02% | 19,829 | $748,346 | $757,270 | +$8,924 | +1.19% | |
| Summit Financial, Llc | 0.01% | 18,798 | $709,437 | $717,896 | +$8,459 | +1.19% | |
| Cooper Financial Group | 0.05% | 17,005 | $631,050 | $649,421 | +$18,371 | +2.91% | |
| Empirical Asset Management, Llc | 0.13% | 15,556 | $587,088 | $594,084 | +$6,996 | +1.19% | |
| Harbour Investments, Inc. | 0.01% | 15,364 | $579,837 | $586,751 | +$6,914 | +1.19% | |
| Advisory Advocates, Llc | 0.50% | 15,323 | $578,290 | $585,185 | +$6,895 | +1.19% | |
| Ethos Financial Group, Llc | 0.03% | 13,567 | $506,464 | $518,124 | +$11,660 | +2.30% | |
| Onyx Bridge Wealth Group Llc | 0.04% | 12,766 | $473,746 | $487,534 | +$13,788 | +2.91% | |
| Seacrest Wealth Management, Llc | 0.05% | 12,244 | $454,375 | $467,598 | +$13,223 | +2.91% | |
| Corecap Advisors, Llc | 0.01% | 11,673 | $433,185 | $445,792 | +$12,607 | +2.91% | |
| Revisor Wealth Management Llc | 0.11% | 11,446 | $430,485 | $437,123 | +$6,638 | +1.54% | |
| Arax Advisory Partners | 0.00% | 10,387 | $392,006 | $396,680 | +$4,674 | +1.19% | |
| Madison Wealth Partners, Inc | 0.05% | 9,806 | $370,078 | $374,491 | +$4,413 | +1.19% | |
| Verus Capital Partners, Llc | 0.02% | 7,879 | $297,353 | $300,899 | +$3,546 | +1.19% |
Frequently asked questions about ZECP
Who are the largest institutional holders of ZECP?
The largest institutional holders of ZECP reported in the latest SEC Form 13F filings include Advisory Services Network, Llc, Geowealth Management, Llc, Menard Financial Group Llc, Continental Investors Services, Inc., and Koshinski Asset Management, Inc.. InsiderSet ranks institutional holders by their latest reported ZECP position.
What is ZECP institutional ownership?
This page tracks ZECP positions reported by institutional investment managers through SEC Form 13F. ZACKS EARNINGS CONSISTENT PO (ZECP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ZECP?
InsiderSet currently tracks 66 institutional managers reporting ZECP 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 ZECP shareholders.
How much ZECP stock do institutions own?
Institutional investment managers disclosed approximately $277.54M in ZECP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ZECP institutional ownership last updated?
The latest ZECP 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 ZECP 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 ZECP position after the reporting date.
Are institutions buying or selling ZECP?
Institutional buying and selling can be analyzed by comparing ZECP positions across consecutive 13F reporting periods. InsiderSet's ZECP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ZECP ownership changes.
How has ZECP institutional ownership changed over time?
InsiderSet tracks ZECP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.