ZECP — Zacks Trust Institutional Holders · Q3 2026
Who owns Zacks Trust (ZECP)? 6 institutions reported holding $6.45M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($5.2M), Cooper Financial Group ($631,050), CoreCap Advisors, LLC ($433,185).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $5.2M | 138,934 | Added |
| 2 | Cooper Financial Group | $631,050 | 17,005 | Added |
| 3 | CoreCap Advisors, LLC | $433,185 | 11,673 | Added |
| 4 | GK Wealth Management LLC | $225,889 | 6,087 | Trimmed |
| 5 | Retirement Wealth Solutions LLC | $26 | 1 | Hold |
| 6 | VALLEY WEALTH MANAGERS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30