ZACKS EARNINGS CONSISTENT PO (ZECP) Institutional Shareholders
ZACKS EARNINGS CONSISTENT PO (ZECP) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $259.55M in ZECP holdings during the latest filing period.
Advisory Services Network, Llc is currently the largest disclosed institutional shareholder of ZECP tracked by InsiderSet, reporting ownership valued at approximately $40.56M in its March 31, 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 $45.27M, representing an estimated gain of +11.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% 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
74
Total Reported Value
$259.55M
Largest Holder
Advisory Services Network, Llc
Largest Position
$40.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
80
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% | 1,199,082 | $40,564,947 | $45,265,346 | +$4,700,399 | +11.59% | |
| Geowealth Management, Llc | 1.15% | 968,590 | $36,554,553 | $36,564,273 | +$9,720 | +0.03% | |
| Menard Financial Group Llc | 18.69% | 790,558 | $26,744,577 | $29,843,565 | +$3,098,988 | +11.59% | |
| Creativeone Wealth, Llc | 0.38% | 484,729 | $16,398,392 | $18,298,520 | +$1,900,128 | +11.59% | |
| Continental Investors Services, Inc. | 15.46% | 447,947 | $16,359,618 | $16,909,999 | +$550,381 | +3.36% | |
| Koshinski Asset Management, Inc. | 0.75% | 372,813 | $14,069,947 | $14,073,691 | +$3,744 | +0.03% | |
| True Private Wealth Advisors | 0.76% | 233,900 | $8,827,401 | $8,829,725 | +$2,324 | +0.03% | |
| Navigation Wealth Management, Inc. | 9.38% | 180,380 | $6,807,541 | $6,809,345 | +$1,804 | +0.03% | |
| Strategic Blueprint, Llc | 0.32% | 171,079 | $6,456,536 | $6,458,232 | +$1,696 | +0.03% | |
| Balboa Wealth Partners | 1.04% | 182,595 | $6,177,189 | $6,892,961 | +$715,772 | +11.59% | |
| Virtue Capital Management, Llc | 0.85% | 170,039 | $5,618,089 | $6,418,972 | +$800,883 | +14.26% | |
| Arete Wealth Advisors, Llc | 0.40% | 159,438 | $5,384,237 | $6,018,785 | +$634,548 | +11.79% | |
| M1 Capital Management Llc | 2.39% | 153,384 | $5,188,989 | $5,790,246 | +$601,257 | +11.59% | |
| Farther Finance Advisors, Llc | 0.04% | 136,296 | $5,143,817 | $5,145,174 | +$1,357 | +0.03% | |
| Advyzon Investment Management, Llc | 0.36% | 117,770 | $3,984,174 | $4,445,818 | +$461,644 | +11.59% | |
| Axxcess Wealth Management, Llc | 0.05% | 91,373 | $3,448,417 | $3,449,331 | +$914 | +0.03% | |
| Creative Planning | 0.00% | 94,746 | $3,205,262 | $3,576,662 | +$371,400 | +11.59% | |
| Ejmk Ventures Llc | 1.71% | 90,748 | $3,070,005 | $3,425,737 | +$355,732 | +11.59% | |
| Alteri Wealth Llc | 0.80% | 76,345 | $2,881,252 | $2,882,024 | +$772 | +0.03% | |
| Paragon Private Wealth Management, Llc | 0.75% | 76,200 | $2,875,776 | $2,876,550 | +$774 | +0.03% | |
| Strive Financial Group ,Llc | 1.46% | 81,406 | $2,754,000 | $3,073,077 | +$319,077 | +11.59% | |
| Ignite Planners, Llc | 0.33% | 63,293 | $2,388,678 | $2,389,311 | +$633 | +0.03% | |
| Discipline Wealth Solutions, Llc | 0.20% | 62,244 | $2,349,072 | $2,349,711 | +$639 | +0.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 52,288 | $1,973,360 | $1,973,872 | +$512 | +0.03% | |
| Stirlingshire Investments, Inc. | 1.39% | 49,507 | $1,868,403 | $1,868,889 | +$486 | +0.03% | |
| Bank Of America Corp | 0.00% | 54,169 | $1,832,538 | $2,044,880 | +$212,342 | +11.59% | |
| Faithward Advisors, Llc | 0.26% | 53,756 | $1,818,566 | $2,029,289 | +$210,723 | +11.59% | |
| Unique Wealth, Llc | 0.21% | 47,401 | $1,788,914 | $1,789,388 | +$474 | +0.03% | |
| Simplicity Wealth,Llc | 0.09% | 48,796 | $1,650,769 | $1,842,049 | +$191,280 | +11.59% | |
| Carter Financial Group, Inc. | 0.72% | 36,973 | $1,395,358 | $1,395,731 | +$373 | +0.03% | |
| Advisory Advocates, Llc | 0.70% | 40,066 | $1,392,694 | $1,512,492 | +$119,798 | +8.60% | |
| Integrity Wealth Partners, Llc | 1.21% | 39,798 | $1,346,366 | $1,502,375 | +$156,009 | +11.59% | |
| Two Sigma Investments, Lp | 0.00% | 36,500 | $1,234,795 | $1,377,875 | +$143,080 | +11.59% | |
| Independent Financial Group, Llc | 0.02% | 26,053 | $983,240 | $983,501 | +$261 | +0.03% | |
| Gts Securities Llc | 0.03% | 28,214 | $954,480 | $1,065,079 | +$110,599 | +11.59% | |
| Rossby Financial, Lcc | 0.19% | 27,082 | $923,225 | $1,022,346 | +$99,121 | +10.74% | |
| Lpl Financial Llc | 0.00% | 26,008 | $879,849 | $981,802 | +$101,953 | +11.59% | |
| Summit Financial, Llc | 0.01% | 23,223 | $785,634 | $876,668 | +$91,034 | +11.59% | |
| Vise Technologies, Inc. | 0.02% | 22,350 | $776,886 | $843,713 | +$66,827 | +8.60% | |
| Axim Planning & Wealth | 0.93% | 22,656 | $766,452 | $855,264 | +$88,812 | +11.59% | |
| Latitude Advisors, Llc | 0.30% | 19,761 | $745,769 | $745,978 | +$209 | +0.03% | |
| Susquehanna International Group, Llp | 0.00% | 17,913 | $605,997 | $676,216 | +$70,219 | +11.59% | |
| Iht Wealth Management, Llc | 0.01% | 17,682 | $598,182 | $667,496 | +$69,314 | +11.59% | |
| Empirical Asset Management, Llc | 0.15% | 16,501 | $558,233 | $622,913 | +$64,680 | +11.59% | |
| Independent Wealth Network Inc. | 0.14% | 14,239 | $537,380 | $537,522 | +$142 | +0.03% | |
| Onyx Bridge Wealth Group Llc | 0.05% | 13,353 | $503,942 | $504,076 | +$134 | +0.03% | |
| Baer Investment Advisory Llc | 0.06% | 14,720 | $497,978 | $555,680 | +$57,702 | +11.59% | |
| Rothschild Wealth Llc | 0.04% | 14,126 | $477,883 | $533,257 | +$55,374 | +11.59% | |
| Seacrest Wealth Management, Llc | 0.05% | 12,244 | $462,089 | $462,211 | +$122 | +0.03% | |
| Ethos Financial Group, Llc | 0.03% | 13,569 | $459,047 | $512,230 | +$53,183 | +11.59% |
Frequently asked questions about ZECP
Who owns the most ZECP stock?
The largest holders of ZECP are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ZACKS EARNINGS CONSISTENT PO (ZECP).
Is ZECP widely held by superinvestors?
Many widely followed stocks like ZECP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ZECP is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.