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Zacks Earnings Consistent Portfolio ETF

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: 6871 (+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: 64 (-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
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