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Zacks Earnings Consistent Portfolio ETF (ZECP) Institutional Ownership

$37.97 0.00 (0.00%)
As of 07/2/2026 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)
12
Total
Institutional Inflows
(last 12 months)
$14.18M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.03M
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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
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%
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%
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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, 16 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 12 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 421,873 shares in the last 24 months. This purchase volume represents approximately $14.18M in transactions.

The following institutional investors have sold Zacks Earnings Consistent Portfolio ETF stock in the last 24 months: Strategic Blueprint LLC ($21.23K), Carter Financial Group INC. ($8.98K), and Ethos Financial Group LLC ($1.18K).

Institutional investors have sold a total of 31,387 shares in the last 24 months. This volume of shares sold represents approximately $1.03M in transactions.


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This page (BATS:ZECP) was last updated on 7/5/2026 by MarketBeat.com Staff.
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