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Zacks Earnings Consistent Portfolio ETF

65 hedge funds and large institutions have $224M invested in Zacks Earnings Consistent Portfolio ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
1
Advisory Services Network
Georgia
$44.5M
MFG
2
Menard Financial Group
Texas
$27.6M
CW
3
CreativeOne Wealth
Kansas
$16.6M
GM
4
GeoWealth Management
Illinois
$11.9M
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$9.9M
CIS
6
Continental Investors Services
Washington
$9.67M
TPWA
7
TRUE Private Wealth Advisors
Oregon
$8.82M
AWA
8
Arete Wealth Advisors
Illinois
$7.81M
SB
9
Strategic Blueprint
Georgia
$6.03M
BWP
10
Balboa Wealth Partners
Arizona
$5.77M
WF
11
Wayfinding Financial
Washington
$5.7M
NWM
12
Navigation Wealth Management
Colorado
$5.55M
MCM
13
M1 Capital Management
Michigan
$5.49M
AWM
14
Axxcess Wealth Management
California
$4.72M
VCM
15
Virtue Capital Management
Tennessee
$4.56M
Creative Planning
16
Creative Planning
Kansas
$3.57M
AIM
17
Advyzon Investment Management
Illinois
$3.25M
SFG
18
Strive Financial Group
Indiana
$2.81M
AW
19
Alteri Wealth
California
$2.72M
PPWM
20
Paragon Private Wealth Management
Kentucky
$2.69M
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$2.36M
IP
22
Ignite Planners
California
$2.27M
PAG
23
Private Advisor Group
New Jersey
$2.19M
DWS
24
Discipline Wealth Solutions
South Carolina
$2.03M
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$1.88M