Institutional Ownership
Zacks Trust
CUSIP 98888G204SMALL/MID CAPSMIZQ1 2026
Institutional Holders
60
13F filers
Shares Held
4.63M
Aggregate institutional
Institutional Value
$166.23M
Q1 2026
Net New Holders
+3
7 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased27
Decreased18
Sold out4
Institutional Holders
60 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Avior Wealth Management, LLC | 888.0K | $32.92M | +206.4K | Added |
| 2 | True Private Wealth Advisors | 671.5K | $24.89M | +79.3K | Added |
| 3 | Creativeone Wealth, LLC | 411.6K | $15.26M | +6.1K | Added |
| 4 | Geowealth Management, LLC | 295.5K | $10.95M | +163.1K | Added |
| 5 | Sanchez Wealth Management Group | 212.0K | $7.86M | +3.1K | Added |
| 6 | Envestnet Asset Management Inc | 205.2K | $7.61M | +205.2K | New |
| 7 | Continental Investors Services, Inc. | 179.1K | $7.59M | +84.3K | Added |
| 8 | Truist Financial Corp | 167.1K | $6.27M | +167.1K | New |
| 9 | Koshinski Asset Management, Inc. | 138.5K | $5.14M | +26.4K | Added |
| 10 | Arete Wealth Advisors, LLC | 116.4K | $4.31M | −27.0K | Reduced |
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