Zacks Trust (ZECP) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Zacks Trust (ZECP) following the 2026 Q2 hedge fund 13F filings?

As of today, ZECP has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ZECP gained +2.0% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Zacks Trust (ZECP)

72 + Investors. Track Smart Money conviction in ZECP. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — ZECP

Based on 73 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added ZECP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

73 hedge funds hold ZECP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +78% more funds vs a year ago

fund count last 6Q

+32 new funds entered over the past year (+78% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟡

Slight buying edge — 54% buying

40 buying34 selling

Last quarter: 40 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 8 → 15 → 15 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 42% entered in last year

■ 21% conviction (2yr+) ■ 37% medium ■ 42% new

Only 15 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

📈

Growing discovery — still being found

9 → 8 → 15 → 15 → 14 new funds/Q

New funds entering each quarter: 8 → 15 → 15 → 14. A growing number of institutions are discovering ZECP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 58% of holders entered in last year

■ 18% veterans ■ 25% 1-2yr ■ 58% new

Of 73 current holders: 42 (58%) entered in the past year, only 13 (18%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

9 of 73 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.0

out of 10

Moderate Exit Risk

Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	72	66	9.09%
13F Shares	7M	7M	8.8%
Total Value	$234M	$228M	2.57%
New Positions	13	15	-2
Increased Positions	26	34	-8
Closed Positions	7	5	+2
Reduced Positions	27	15	+12
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

9.09%

13F Shares

8.8%

Total Value

$234M

$228M

2.57%

New Positions

-2

Increased Positions

-8

Closed Positions

Reduced Positions

+12

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

72 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ZECP. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 ZECP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Continental Investors Services, INC.	17.93%	591,061	$22.9M
2	Menard Financial Group LLC	16.30%	793,555	$29.9M
3	Navigation Wealth Management, Inc.	9.38%	180,380	$6.8M
4	Strive Financial Group ,LLC	4.91%	299,705	$11.3M
5	M1 Capital Management LLC	2.19%	157,364	$5.9M
6	Stirlingshire Investments, Inc.	1.39%	49,507	$1.9M
7	EJMK Ventures LLC	1.23%	72,000	$2.7M
8	GeoWealth Management, LLC	1.15%	968,590	$36.6M
9	Balboa Wealth Partners	0.94%	182,791	$6.9M
10	Virtue Capital Management, LLC	0.84%	166,152	$6.3M
11	Alteri Wealth LLC	0.80%	76,345	$2.9M
12	Axim Planning & Wealth	0.78%	14,852	$561K
13	TRUE Private Wealth Advisors	0.76%	233,900	$8.8M
14	Paragon Private Wealth Management, LLC	0.75%	76,200	$2.9M
15	Koshinski Asset Management, Inc.	0.75%	372,813	$14.1M
16	Carter Financial Group, INC.	0.72%	36,973	$1.4M
17	Vantus Wealth LLC	0.54%	26,790	$1.0M
18	Advisory Services Network, LLC	0.54%	1,256,889	$47.4M
19	Advisory Advocates, LLC	0.50%	15,323	$578K
20	OceanIQ Capital, LLC	0.45%	19,339	$745K
21	Advyzon Investment Management, LLC	0.36%	131,478	$5.0M
22	PKS Advisory Services, LLC	0.35%	58,396	$2.2M
23	Ignite Planners, LLC	0.33%	63,293	$2.4M
24	Strategic Blueprint, LLC	0.32%	171,079	$6.5M
25	Latitude Advisors, LLC	0.30%	19,761	$746K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Zacks Trust (ZECP)

What does the Smart Money Trend signal show for ZECP?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added ZECP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ZECP?

Slight buying edge — 54% buying: Last quarter: 40 funds bought or added vs 34 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ZECP holders?

Smaller funds dominant — 3% AUM from top-100: 9 of 73 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZECP?

Mostly new holders — 42% entered in last year: Only 15 funds (21%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Zacks Trust (ZECP) following the 2026 Q2 hedge fund 13F filings?

As of today, ZECP has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), ZECP has gained +2.0% vs +4.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Zacks Trust (ZECP)

Smart Money Signals — ZECP

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +78% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~14 new funds per quarter

Mostly new holders — 42% entered in last year

Growing discovery — still being found

Early stage — 58% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — ZECP

Hedge Fund Ownership: ZECP

Market Analysis: ZECP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ZECP

Is It Too Late to Buy Zacks Trust (ZECP) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ZECP

Statistics: ZECP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Zacks Trust (ZECP)

Welcome to 13Foresight!