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Zacks Earnings Consistent Portfolio ETF (ZECP) Institutional Ownership

$38.48 -0.08 (-0.21%)
As of 04:10 PM Eastern
Compare

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)
$13.10M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC1,306$49K0.0%N/A0.017%
7/7/2026 CoreCap Advisors LLC5,975$225K0.0%-24.3%0.077%
4/27/2026 Carter Financial Group INC.36,342$1.23M0.8%-3.2%0.470%
2/18/2026 Strive Financial Group LLC80,722$2.81M1.4%N/A1.044%
2/18/2026 Virtue Capital Management LLC130,605$4.56M0.1%+2.3%1.690%
2/17/2026 Advisory Services Network LLC1,280,998$44.53M0.6%+0.9%16.572%
2/13/2026 Carter Financial Group INC.37,547$1.32M0.8%-17.2%0.486%
2/12/2026 Rossby Financial LCC27,381$952K0.3%+39.6%0.354%
2/12/2026 Virtue Capital Management LLC130,605$4.56M0.1%+2.3%1.690%
2/12/2026 Wayfinding Financial LLC162,671$5.70M2.4%+1.4%2.104%
2/11/2026 Alteri Wealth LLC78,216$2.72M0.9%+2.7%1.012%
2/2/2026 Cornerstone Planning Group LLC1,791$63K0.0%N/A0.023%
1/30/2026 Strategic Blueprint LLC173,423$6.03M0.4%+2.2%2.244%
1/13/2026 CoreCap Advisors LLC5,010$174K0.0%+5,529.2%0.065%
11/17/2025Flow Traders U.S. LLC16,204$545K0.0%N/A0.210%
11/14/2025 von Borstel & Associates Inc.158,804$5.47M0.8%N/A2.054%
11/10/2025 Alteri Wealth LLC76,146$2.56M0.9%+52.2%0.985%
11/10/2025 Rossby Financial LCC19,612$662K0.2%+1.7%0.254%
10/31/2025 Virtue Capital Management LLC127,630$4.29M0.7%+8.4%1.651%
10/23/2025 Ethos Financial Group LLC13,451$452K0.0%-8.0%0.174%
10/23/2025 Strategic Blueprint LLC169,689$5.71M0.2%+5.0%2.195%
8/22/2025 Carter Financial Group INC.46,556$1.49M1.0%N/A0.602%
8/13/2025 Virtue Capital Management LLC117,706$3.76M0.7%+6.5%1.523%
8/11/2025 Alteri Wealth LLC50,045$1.60M0.6%+130.6%0.647%
7/30/2025 Strategic 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%
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%
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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, 17 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), Arete Wealth Advisors LLC ($7.94M), Strategic Blueprint LLC ($6.03M), Wayfinding Financial LLC ($5.70M), von Borstel & Associates Inc. ($5.47M), Virtue Capital Management LLC ($4.56M), and Strive Financial Group LLC ($2.81M).Learn more on Zacks Earnings Consistent Portfolio ETF's institutional investors.

Of the 13 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: Strategic Blueprint LLC ($194.65K), von Borstel & Associates Inc. ($158.80K), Strive Financial Group LLC ($80.72K), 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 387,612 shares in the last 24 months. This purchase volume represents approximately $13.10M 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.


Related Companies

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 8/12/2026. New 13F filings are added each quarter as they're published.
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