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Zacks Earnings Consistent Portfolio ETF
ZECP

71 hedge funds and large institutions have $240M invested in Zacks Earnings Consistent Portfolio ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

4% more funds holding

Funds holding: 68 → 71 (+3)

1.25% more ownership

Funds ownership: 80.06% → 81.31% (+1.2%)

4% more capital invested

Capital invested by funds: $230M → $240M (+$10.2M)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
71
Holders Change
+3
Holders Change %
+4.41%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
11
Increased
27
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$16.5M
2
CIS
Continental Investors Services
Washington
+$6.42M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2M
4
Bank of America
Bank of America
North Carolina
+$1.9M
5
VCM
Virtue Capital Management
Tennessee
+$1.38M

Top Sellers

1
AWM
Axxcess Wealth Management
California
-$4.72M
2
ASN
Advisory Services Network
Georgia
-$2.88M
3
AWA
Arete Wealth Advisors
Illinois
-$2.29M
4
EV
EJMK Ventures
Illinois
-$1.45M
5
AA
Advisory Advocates
Michigan
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
1
Advisory Services Network
Georgia
$40.6M -$2.88M -81,916 -6%
GM
2
GeoWealth Management
Illinois
$27.5M +$16.5M +468,956 +137%
MFG
3
Menard Financial Group
Texas
$26.7M -$139K -3,949 -0.5%
CW
4
CreativeOne Wealth
Kansas
$16.4M +$283K +8,048 +2%
CIS
5
Continental Investors Services
Washington
$16.4M +$6.42M +182,762 +69%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$11.6M +$2M +57,047 +20%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$7.82M -$792K -22,554 -9%
BWP
8
Balboa Wealth Partners
Arizona
$6.18M +$579K +16,502 +10%
SB
9
Strategic Blueprint
Georgia
$5.9M +$36K +1,026 +0.6%
VCM
10
Virtue Capital Management
Tennessee
$5.62M +$1.38M +39,434 +30%
WF
11
Wayfinding Financial
Washington
$5.55M +$54K +1,539 +0.9%
AWA
12
Arete Wealth Advisors
Illinois
$5.38M -$2.29M -65,208 -29%
NWM
13
Navigation Wealth Management
Colorado
$5.27M -$127K -3,625 -2%
MCM
14
M1 Capital Management
Michigan
$5.19M -$165K -4,695 -3%
AIM
15
Advyzon Investment Management
Illinois
$3.98M +$847K +24,136 +26%
Creative Planning
16
Creative Planning
Kansas
$3.21M -$281K -8,005 -8%
EV
17
EJMK Ventures
Illinois
$3.07M -$1.45M -41,234 -31%
SFG
18
Strive Financial Group
Indiana
$2.75M +$24K +684 +0.8%
AW
19
Alteri Wealth
California
$2.63M -$12.6K -358 -0.5%
PPWM
20
Paragon Private Wealth Management
Kentucky
$2.52M -$101K -2,869 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.52M +$227K +6,457 +10%
IP
22
Ignite Planners
California
$2.09M -$70K -1,995 -3%
DWS
23
Discipline Wealth Solutions
South Carolina
$2.03M +$59.4K +1,691 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.85M +$23K +655 +1%
Bank of America
25
Bank of America
North Carolina
$1.83M +$1.9M +54,169 New
1
2 3 4

ZECP Hedge Fund Activity: Q1 2026 in Review

71 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q1 2026, worth a combined $240M — up 4.4% from $230M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ZECP positions and 7 closed out — a net gain of 4 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $16.5M. The largest seller was Axxcess Wealth Management, exiting entirely with an estimated $4.72M sold.

  • 71 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q1 2026, up from 68 in Q4 2025.
  • Funds reported $240M of Zacks Earnings Consistent Portfolio ETF stock for Q1 2026, up 4.4% quarter-over-quarter.
  • 11 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q1 2026 and 7 closed out, a net change of +4 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q1 2026 was GeoWealth Management, an estimated $16.5M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q1 2026 was Axxcess Wealth Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2026.