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Zacks Earnings Consistent Portfolio ETF
ZECP

68 hedge funds and large institutions have $230M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

150% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 14

100% more funds holding in top 10

Funds holding in top 10: 3 → 6 (+3)

19% more funds holding

Funds holding: 57 → 68 (+11)

16% more capital invested

Capital invested by funds: $198M → $230M (+$32.3M)

1.91% more ownership

Funds ownership: 78.15% → 80.06% (+1.9%)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
0.83%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
16
Increased
35
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$7.58M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$5.97M
3
CIS
Continental Investors Services
Washington
+$3.26M
4
AIM
Advyzon Investment Management
Illinois
+$1.08M
5
VT
Vise Technologies
New York
+$771K

Top Sellers

1
VBA
von Borstel & Associates
Oregon
-$5.47M
2
Creative Planning
Creative Planning
Kansas
-$2.33M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.82M
4
FTUS
Flow Traders U.S.
New York
-$545K
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$474K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$1.88M +$45.3K +1,313 +2%
SW
27
Simplicity Wealth
New Jersey
$1.72M -$322K -9,343 -16%
SI
28
Stirlingshire Investments
New York
$1.69M +$1.66M +48,206 New
FA
29
Faithward Advisors
Pennsylvania
$1.56M +$142K +4,110 +10%
AA
30
Advisory Advocates
Michigan
$1.39M +$1.38M +40,066 New
CFG
31
Carter Financial Group
Illinois
$1.32M -$268K -7,778 -17%
UW
32
Unique Wealth
Florida
$1.31M +$145K +4,216 +13%
GS
33
GTS Securities
New York
$1.23M -$247K -7,170 -17%
RF
34
Rossby Financial
Florida
$952K +$268K +7,769 +40%
SF
35
Summit Financial
New Jersey
$864K +$80.9K +2,346 +11%
AI
36
Atria Investments
North Carolina
$851K +$2.9K +84 +0.3%
VFG
37
Victory Financial Group
Texas
$784K -$172K -4,974 -18%
VT
38
Vise Technologies
New York
$777K +$771K +22,350 New
VW
39
Vantus Wealth
Pennsylvania
$771K +$765K +22,171 New
IFG
40
Independent Financial Group
California
$758K +$48.8K +1,415 +7%
APW
41
Axim Planning & Wealth
Ohio
$751K +$88.3K +2,561 +13%
LPL Financial
42
LPL Financial
California
$746K +$8.97K +260 +1%
AFS
43
Axiom Financial Strategies
Indiana
$726K – – –
Citadel Advisors
44
Citadel Advisors
Florida
$620K +$363K +10,537 +144%
EAM
45
Empirical Asset Management
Massachusetts
$554K -$177K -5,123 -24%
IWM
46
IHT Wealth Management
Illinois
$522K +$138K +4,006 +36%
IWN
47
Independent Wealth Network
Iowa
$495K +$491K +14,239 New
EFG
48
Ethos Financial Group
Pennsylvania
$475K +$4.07K +118 +0.9%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$473K +$187K +5,420 +66%
OBWG
50
Onyx Bridge Wealth Group
New York
$464K +$23.4K +678 +5%
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ZECP Hedge Fund Activity: Q4 2025 in Review

68 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Zacks Earnings Consistent Portfolio ETF (ZECP) for Q4 2025, worth a combined $230M — up 16% from $198M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new ZECP positions and 5 closed out — a net gain of 11 holders — while 35 added to existing stakes and 14 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $7.58M. The largest seller was von Borstel & Associates, exiting entirely with an estimated $5.47M sold.

  • 68 institutional investors held Zacks Earnings Consistent Portfolio ETF (ZECP) as of Q4 2025, up from 57 in Q3 2025.
  • Funds reported $230M of Zacks Earnings Consistent Portfolio ETF stock for Q4 2025, up 16% quarter-over-quarter.
  • 16 funds opened new Zacks Earnings Consistent Portfolio ETF positions in Q4 2025 and 5 closed out, a net change of +11 holders.
  • The largest Zacks Earnings Consistent Portfolio ETF buyer in Q4 2025 was GeoWealth Management, an estimated $7.58M added.
  • The largest Zacks Earnings Consistent Portfolio ETF seller in Q4 2025 was von Borstel & Associates, an estimated $5.47M sold.

Based on aggregated 13F filings for Q4 2025.