ZECP · Insider trading · 13F holders · Congress trades
Zacks Trust (ZECP)
Who is buying and selling ZECP: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 19
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
ZECP at a glance
- No open-market insider purchases or sales of ZECP were filed in the last 90 days.
- 19 13F filers hold ZECP among their 50 largest positions, worth $212.4M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (17.9%), Menard Financial Group LLC (16.3%) and Navigation Wealth Management, Inc. (9.4%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in ZECP.
ZECP insider trading
No open-market insider purchases or sales of ZECP were filed in the last 90 days.
Who owns ZECP? Hedge funds and superinvestors
19 13F filers hold ZECP among their 50 largest positions, worth $212.4M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (17.9%), Menard Financial Group LLC (16.3%) and Navigation Wealth Management, Inc. (9.4%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Advisory Services Network, LLCWealth manager | 0.5% | $47.4M | 1,256,889 | +4.8% shares | Q2 2026 |
| GeoWealth Management, LLCWealth manager | 1.1% | $36.6M | 968,590 | +19.3% shares | Q2 2026 |
| Menard Financial Group LLCWealth manager | 16.3% | $29.9M | 793,555 | +0.4% shares | Q2 2026 |
| Continental Investors Services, Inc.Wealth manager | 17.9% | $22.9M | 591,061 | +31.9% shares | Q2 2026 |
| Koshinski Asset Management, Inc.Asset manager | 0.7% | $14.3M | 384,590 | +3.2% shares | Q3 2026 |
| Strive Financial Group ,LLCWealth manager | 4.9% | $11.3M | 299,705 | +268.2% shares | Q2 2026 |
| TRUE Private Wealth AdvisorsWealth manager | 0.8% | $9.0M | 241,325 | +3.2% shares | Q3 2026 |
| Virtue Capital Management, LLCWealth manager | 1.0% | $7.9M | 213,059 | +28.2% shares | Q3 2026 |
| Navigation Wealth Management, Inc.Wealth manager | 9.4% | $6.8M | 180,380 | +15.7% shares | Q2 2026 |
| Balboa Wealth PartnersWealth manager | 0.8% | $6.1M | 163,953 | -10.3% shares | Q3 2026 |
| M1 Capital Management LLCWealth manager | 2.2% | $5.9M | 157,364 | +2.6% shares | Q2 2026 |
| Alteri Wealth LLCWealth manager | 0.8% | $2.9M | 76,345 | -1.9% shares | Q2 2026 |
| EJMK Ventures LLCWealth manager | 1.1% | $2.5M | 68,206 | -5.3% shares | Q3 2026 |
| Wayfinding Financial, LLCWealth manager | 0.8% | $2.2M | 59,051 | -64.0% shares | Q2 2026 |
| Stirlingshire Investments, Inc.Wealth manager | 1.4% | $1.9M | 49,507 | +0.3% shares | Q2 2026 |
| Integrity Wealth Partners, LLCWealth manager | 1.4% | $1.8M | 47,432 | +19.2% shares | Q3 2026 |
| Carter Financial Group, INC.Wealth manager | 0.7% | $1.3M | 35,157 | -4.9% shares | Q3 2026 |
| Vantus Wealth LLCWealth manager | 0.5% | $1.0M | 26,790 | — | Q2 2026 |
| OceanIQ Capital, LLCWealth manager | 0.4% | $733K | 19,339 | +0.0% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 11). Screen ZECP in the grand portfolio →
ZECP stock trades by members of Congress
No member of Congress has disclosed a trade in ZECP.
ZECP questions and answers
Are insiders buying ZECP stock?
No open-market insider purchases or sales of ZECP were filed in the last 90 days.
Which hedge funds own ZECP?
19 13F filers hold ZECP among their 50 largest positions, worth $212.4M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (17.9%), Menard Financial Group LLC (16.3%) and Navigation Wealth Management, Inc. (9.4%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded ZECP?
No member of Congress has disclosed a trade in ZECP.
Who is the largest holder of ZECP?
Among 13F filers, Advisory Services Network, LLC reports the largest ZECP position, $47.4M (1,256,889 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Continental Investors Services, Inc.'s: 17.9% of its portfolio.
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