ZACKS EARNINGS CONSISTENT PO ZECP
$37.97
+0.9% 52w: $30.59 – $37.97
Latest 13F among current holders filed 44 days ago (May 22, 2026)
Price — last 12 months
research preview data30.5934.2837.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
71
+3 QoQ
13F value
$240.5M
+4.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns ZECP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | Diversified mechanical | 1.2M | $40.6M | 0.5% | -6.4% |
| GeoWealth Management, LLC | Wealth advisor | 811.7K | $27.5M | 1.0% | +136.8% |
| Menard Financial Group LLC | Other | 790.6K | $26.7M | 18.7% | -0.5% |
| CreativeOne Wealth, LLC | Wealth advisor | 484.7K | $16.4M | 0.4% | +1.7% |
| CONTINENTAL INVESTORS SERVICES, INC. | Wealth advisor | 447.9K | $16.4M | 15.5% | +68.9% |
| Koshinski Asset Management, Inc. | Wealth advisor | 341.9K | $11.6M | 0.7% | +20.0% |
| TRUE Private Wealth Advisors | Wealth advisor | 231.2K | $7.8M | 0.7% | -8.9% |
| Balboa Wealth Partners | Other | 182.6K | $6.2M | 1.0% | +9.9% |
| Strategic Blueprint, LLC | Wealth advisor | 174.4K | $5.9M | 0.3% | +0.6% |
| Virtue Capital Management, LLC | Wealth advisor | 170.0K | $5.6M | 0.9% | +30.2% |
| Wayfinding Financial, LLC | Wealth advisor | 164.2K | $5.6M | 2.4% | +0.9% |
| Arete Wealth Advisors, LLC | Wealth advisor | 159.4K | $5.4M | 0.4% | -29.0% |
| Navigation Wealth Management, Inc. | Wealth advisor | 155.9K | $5.3M | 19.0% | -2.3% |
| M1 Capital Management LLC | Wealth advisor | 153.4K | $5.2M | 2.4% | -3.0% |
| Advyzon Investment Management, LLC | Wealth advisor | 117.8K | $4.0M | 0.4% | +25.8% |
| Creative Planning | Wealth advisor | 94.7K | $3.2M | 0.0% | -7.8% |
| EJMK Ventures LLC | Wealth advisor | 90.7K | $3.1M | 1.7% | -31.2% |
| Strive Financial Group ,LLC | Other | 81.4K | $2.8M | 1.5% | +0.8% |
| Alteri Wealth LLC | Other | 77.9K | $2.6M | 0.9% | -0.5% |
| Paragon Private Wealth Management, LLC | Other | 74.5K | $2.5M | 0.8% | -3.7% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 74.4K | $2.5M | 0.0% | +9.5% |
| Ignite Planners, LLC | Wealth advisor | 62.3K | $2.1M | 0.3% | -3.1% |
| Discipline Wealth Solutions, LLC | Wealth advisor | 60.0K | $2.0M | 0.2% | +2.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 54.6K | $1.8M | 0.0% | +1.2% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 54.2K | $1.8M | 0.0% | New |
| Faithward Advisors, LLC | Other | 53.8K | $1.8M | 0.3% | +20.0% |
| Stirlingshire Investments, Inc. | Wealth advisor | 49.3K | $1.7M | 1.5% | +2.4% |
| Simplicity Wealth,LLC | Wealth advisor | 48.8K | $1.7M | 0.1% | -1.4% |
| UNIQUE WEALTH, LLC | Wealth advisor | 40.3K | $1.4M | 0.2% | +6.9% |
| Integrity Wealth Partners, LLC | Wealth advisor | 39.8K | $1.3M | 1.2% | — |
| Private Advisor Group, LLC | Wealth advisor | 39.8K | $1.3M | 0.0% | -37.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 36.5K | $1.2M | 0.0% | New |
| Carter Financial Group, INC. | Wealth advisor | 36.3K | $1.2M | 0.8% | -3.2% |
| GTS SECURITIES LLC | Market maker | 28.2K | $954K | 0.0% | -20.4% |
| Rossby Financial, LCC | Wealth advisor | 27.1K | $923K | 0.2% | -1.1% |
| LPL Financial LLC | Bank broker | 26.0K | $880K | 0.0% | +21.2% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 25.0K | $844K | 0.0% | +14.5% |
| Summit Financial, LLC | Wealth advisor | 23.2K | $786K | 0.0% | -5.9% |
| Vise Technologies, Inc. | Wealth advisor | 22.4K | $777K | 0.0% | Held |
| Axim Planning & Wealth | Other | 22.7K | $766K | 0.9% | +4.8% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 17.9K | $606K | 0.0% | +31.7% |
| IHT Wealth Management, LLC | Wealth advisor | 17.7K | $598K | 0.0% | +17.8% |
| Empirical Asset Management, LLC | Wealth advisor | 16.5K | $558K | 0.1% | +3.5% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 14.7K | $498K | 0.1% | -34.7% |
| Independent Wealth Network Inc. | Wealth advisor | 14.2K | $482K | 0.1% | Held |
| Rothschild Wealth LLC | Wealth advisor | 14.1K | $478K | 0.0% | New |
| Ethos Financial Group, LLC | Wealth advisor | 13.6K | $459K | 0.0% | Held |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 13.4K | $452K | 0.0% | Held |
| Latitude Advisors, LLC | Wealth advisor | 13.3K | $450K | 0.2% | +12.1% |
| Revisor Wealth Management LLC | Other | 12.6K | $426K | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.