Institutional Ownership
Zacks Trust
CUSIP 98888G105EARNGS CONSTANTZECPQ1 2026
Institutional Holders
71
13F filers
Shares Held
7.08M
Aggregate institutional
Institutional Value
$232.43M
Q1 2026
Net New Holders
+3
10 new · 7 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions10
Increased27
Decreased27
Sold out7
Institutional Holders
71 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Advisory Services Network, LLC | 1.20M | $40.56M | −81.9K | Reduced |
| 2 | Geowealth Management, LLC | 811.7K | $27.46M | +469.0K | Added |
| 3 | Menard Financial Group LLC | 790.6K | $26.74M | −3.9K | Reduced |
| 4 | Creativeone Wealth, LLC | 484.7K | $16.40M | +8.0K | Added |
| 5 | Continental Investors Services, Inc. | 447.9K | $16.36M | +182.8K | Added |
| 6 | Koshinski Asset Management, Inc. | 341.9K | $11.57M | +57.0K | Added |
| 7 | True Private Wealth Advisors | 231.2K | $7.82M | −22.6K | Reduced |
| 8 | Balboa Wealth Partners | 182.6K | $6.18M | +16.5K | Added |
| 9 | Strategic Blueprint, LLC | 174.4K | $5.90M | +1.0K | Added |
| 10 | Virtue Capital Management, LLC | 170.0K | $5.62M | +39.4K | Added |
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