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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
ASN
1
Advisory Services Network
Georgia
$44.5M +$382K +11,071 +0.9%
MFG
2
Menard Financial Group
Texas
$27.6M -$162K -4,702 -0.6%
CW
3
CreativeOne Wealth
Kansas
$16.6M +$284K +8,232 +2%
GM
4
GeoWealth Management
Illinois
$11.9M +$7.58M +219,856 +179%
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$9.9M +$5.97M +173,013 +155%
CIS
6
Continental Investors Services
Washington
$9.67M +$3.26M +94,405 +55%
TPWA
7
TRUE Private Wealth Advisors
Oregon
$8.82M -$474K -13,729 -5%
AWA
8
Arete Wealth Advisors
Illinois
$7.81M -$157K -4,560 -2%
SB
9
Strategic Blueprint
Georgia
$6.03M +$129K +3,734 +2%
BWP
10
Balboa Wealth Partners
Arizona
$5.77M +$716K +20,768 +14%
WF
11
Wayfinding Financial
Washington
$5.7M +$79.3K +2,299 +1%
NWM
12
Navigation Wealth Management
Colorado
$5.55M +$329K +9,536 +6%
MCM
13
M1 Capital Management
Michigan
$5.49M +$637K +18,470 +13%
AWM
14
Axxcess Wealth Management
California
$4.72M -$159K -4,610 -3%
EV
15
EJMK Ventures
Illinois
$4.59M +$4.55M +131,982 New
VCM
16
Virtue Capital Management
Tennessee
$4.56M +$103K +2,975 +2%
Creative Planning
17
Creative Planning
Kansas
$3.57M -$2.33M -67,568 -40%
AIM
18
Advyzon Investment Management
Illinois
$3.25M +$1.08M +31,424 +51%
SFG
19
Strive Financial Group
Indiana
$2.81M +$2.78M +80,722 New
AW
20
Alteri Wealth
California
$2.72M +$71.4K +2,070 +3%
PPWM
21
Paragon Private Wealth Management
Kentucky
$2.69M +$272K +7,889 +11%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.36M +$131K +3,795 +6%
IP
23
Ignite Planners
California
$2.27M +$128K +3,708 +6%
PAG
24
Private Advisor Group
New Jersey
$2.19M -$23.8K -689 -1%
DWS
25
Discipline Wealth Solutions
South Carolina
$2.03M -$11.4K -330 -0.6%
1
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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.