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Zacks Earnings Consistent Portfolio ETF (ZECP) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Zacks Earnings Consistent Portfolio ETF (BATS:ZECP)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$20.21M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$423.63K
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ZECP Institutional Buying and Selling by Quarter

Zacks Earnings Consistent Portfolio ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC138,934$5.16M0.0%+1.9%1.797%
10/8/2026CoreCap Advisors LLC11,673$433K0.0%+95.4%0.151%
8/22/2026Compass Financial Management LLC1,306$49K0.0%N/A0.017%
8/22/2026Strive Financial Group LLC299,705$11.31M4.9%+268.2%3.877%
8/12/2026Compass Financial Management LLC1,306$49K0.0%N/A0.017%
7/7/2026CoreCap Advisors LLC5,975$225K0.0%-24.3%0.077%
4/27/2026Carter Financial Group INC.36,342$1.23M0.8%-3.2%0.470%
2/18/2026Strive Financial Group LLC80,722$2.81M1.4%N/A1.044%
2/18/2026Virtue Capital Management LLC130,605$4.56M0.1%+2.3%1.690%
2/17/2026Advisory Services Network LLC1,280,998$44.53M0.6%+0.9%16.572%
2/13/2026Carter Financial Group INC.37,547$1.32M0.8%-17.2%0.486%
2/12/2026Rossby Financial LCC27,381$952K0.3%+39.6%0.354%
2/12/2026Virtue Capital Management LLC130,605$4.56M0.1%+2.3%1.690%
2/12/2026Wayfinding Financial LLC162,671$5.70M2.4%+1.4%2.104%
2/11/2026Alteri Wealth LLC78,216$2.72M0.9%+2.7%1.012%
2/2/2026Cornerstone Planning Group LLC1,791$63K0.0%N/A0.023%
1/30/2026Strategic Blueprint LLC173,423$6.03M0.4%+2.2%2.244%
1/13/2026CoreCap Advisors LLC5,010$174K0.0%+5,529.2%0.065%
11/17/2025Flow Traders U.S. LLC16,204$545K0.0%N/A0.210%
11/14/2025von Borstel & Associates Inc.158,804$5.47M0.8%N/A2.054%
11/10/2025Alteri Wealth LLC76,146$2.56M0.9%+52.2%0.985%
11/10/2025Rossby Financial LCC19,612$662K0.2%+1.7%0.254%
10/31/2025Virtue Capital Management LLC127,630$4.29M0.7%+8.4%1.651%
10/23/2025Ethos Financial Group LLC13,451$452K0.0%-8.0%0.174%
10/23/2025Strategic Blueprint LLC169,689$5.71M0.2%+5.0%2.195%
8/22/2025Carter Financial Group INC.46,556$1.49M1.0%N/A0.602%
8/13/2025Virtue Capital Management LLC117,706$3.76M0.7%+6.5%1.523%
8/11/2025Alteri Wealth LLC50,045$1.60M0.6%+130.6%0.647%
7/30/2025Strategic Blueprint LLC161,626$5.16M0.3%-11.6%2.091%
5/7/2025Alteri Wealth LLC21,698$653K0.3%N/A0.296%
4/29/2025Wayfinding Financial LLC138,170$4.16M1.8%-3.0%1.885%
4/29/2025Strategic Blueprint LLC182,854$5.50M0.3%+3.7%2.495%
4/28/2025Rossby Financial LCC19,353$569K0.2%N/A0.264%
4/22/2025Cambridge Investment Research Advisors Inc.65,415$1.97M0.0%-3.6%0.892%
2/26/2025Virtue Capital Management LLC108,481$3.30M0.7%+2.1%1.521%
2/11/2025Wayfinding Financial LLC142,431$4.37M2.3%-4.1%3.215%
1/23/2025Strategic Blueprint LLC176,277$5.37M0.3%+17.2%3.979%
1/22/2025Kingswood Wealth Advisors LLC14,568$444K0.0%-5.3%0.329%
11/18/2024Virtue Capital Management LLC106,228$3.28M0.7%-4.9%2.398%
11/14/2024Arete Wealth Advisors LLC258,662$7.94M0.7%-38.5%5.839%
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10/25/2024Strategic Blueprint LLC150,365$4.64M0.3%N/A3.394%
1/30/2024Avior Wealth Management LLC10,850$283K0.0%-86.1%0.434%
1/10/2024Wayfinding Financial LLC343,415$8.97M6.1%-1.7%13.737%
11/2/2023Wayfinding Financial LLC349,285$8.38M6.3%-2.9%13.971%
10/17/2023Avior Wealth Management LLC78,159$1.88M0.1%+21.5%3.126%
7/31/2023Wayfinding Financial LLC359,809$9.19M6.4%-4.0%22.488%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC64,318$1.61M0.1%+37.0%4.020%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC46,948$1.11M0.1%N/A3.130%
5/5/2023Wayfinding Financial LLC374,748$8.89M6.8%+55.7%24.983%
2/10/2023Wayfinding Financial LLC240,719$5.92M4.7%-6.2%0.000%


ZECP Institutional Ownership - Frequently Asked Questions

During the previous two years, 18 institutional investors and hedge funds held shares of Zacks Earnings Consistent Portfolio ETF. The most heavily invested institutionals were Advisory Services Network LLC ($44.53M), Strive Financial Group LLC ($11.31M), Arete Wealth Advisors LLC ($7.94M), Strategic Blueprint LLC ($6.03M), Wayfinding Financial LLC ($5.70M), von Borstel & Associates Inc. ($5.47M), and Farther Finance Advisors LLC ($5.16M).Learn more on Zacks Earnings Consistent Portfolio ETF's institutional investors.

Of the 14 institutional investors that purchased Zacks Earnings Consistent Portfolio ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strive Financial Group LLC ($299.02K), Strategic Blueprint LLC ($194.65K), von Borstel & Associates Inc. ($158.80K), Alteri Wealth LLC ($78.22K), Carter Financial Group INC. ($46.56K), Rossby Financial LCC ($27.45K), and Virtue Capital Management LLC ($25.35K).

Institutional investors have bought a total of 568,997 shares in the last 24 months. This purchase volume represents approximately $20.21M in transactions.

The following institutional investors have sold Zacks Earnings Consistent Portfolio ETF stock in the last 24 months: Carter Financial Group INC. ($8.98K), CoreCap Advisors LLC ($1.92K), and Ethos Financial Group LLC ($1.18K).

Institutional investors have sold a total of 12,082 shares in the last 24 months. This volume of shares sold represents approximately $423.63K in transactions.



Institutional ownership data for BATS:ZECP is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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