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Zacks Earnings Consistent PO (ZECP)

CUSIP: 98888G105 | NYSE | 115 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

LPL Financial LLC463,471
0.0% of portfolio›$17.2M
Koshinski Asset Management, Inc.384,590
0.7% of portfolio›$14.3M
True Private Wealth Advisors241,325
0.8% of portfolio›$9.0M
Virtue Capital Management, LLC213,059
1.0% of portfolio›$7.9M
Strategic Blueprint, LLC171,697
0.3% of portfolio›$6.4M
Navigation Wealth Management, Inc.168,270
9.7% of portfolio›$6.4M
Balboa Wealth Partners163,953
0.8% of portfolio›$6.1M
Farther Finance Advisors, LLC138,934
0.0% of portfolio›$5.2M
Cambridge Investment Research Advisors, Inc.97,912
0.0% of portfolio›$3.6K
Ignite Planners, LLC74,525
0.4% of portfolio›$2.8M
Creative Planning69,394
0.0% of portfolio›$2.6M
Ejmk Ventures LLC68,206
1.1% of portfolio›$2.5M
PKS Advisory Services, LLC58,396
0.4% of portfolio›$2.2M
Unique Wealth, LLC51,843
0.2% of portfolio›$1.9M
Stirlingshire Investments, Inc.50,796
1.3% of portfolio›$1.9M
Simplicity Wealth,LLC50,611
0.1% of portfolio›$1.9M
Integrity Wealth Partners, LLC47,432
1.4% of portfolio›$1.8M
Carter Financial Group, Inc.35,157
0.7% of portfolio›$1.3M
Discipline Wealth Solutions, LLC34,951
0.1% of portfolio›$1.3M
Rossby Financial, LCC26,408
0.1% of portfolio›$980.0K
Latitude Advisors, LLC26,291
0.3% of portfolio›$975.6K
Independent Financial Group, LLC26,053
0.0% of portfolio›$966.8K
Advisory Advocates, LLC24,179
0.8% of portfolio›$897.3K
Independent Wealth Network Inc.21,866
0.2% of portfolio›$811.4K
OceanIQ Capital, LLC19,339
0.4% of portfolio›$732.8K
Cooper Financial Group17,005
0.1% of portfolio›$631.1K
Onyx Bridge Wealth Group LLC12,766
0.0% of portfolio›$473.7K
SeaCrest Wealth Management, LLC12,244
0.1% of portfolio›$454.4K
CoreCap Advisors, LLC11,673
0.0% of portfolio›$433.2K
Revisor Wealth Management LLC11,446
0.1% of portfolio›$430.5K
Verus Capital Partners, LLC9,447
0.0% of portfolio›$350.6K
Omni 360 Wealth, Inc.7,302
0.1% of portfolio›$271.0K
MGO One Seven LLC6,537
0.0% of portfolio›$242.6K
Bdfs Capital LLC6,135
0.1% of portfolio›$227.7K
GK Wealth Management LLC6,087
0.1% of portfolio›$225.9K
Compass Financial Management LLC2,709
0.0% of portfolio›$100.5K
Nova Financial LLC1,870
0.0% of portfolio›$69.4K
Allworth Financial LP994
0.0% of portfolio›$37.5K
IFP Advisors, Inc281
0.0% of portfolio›$10.4K
Dhjj Financial Advisors, Ltd.50
0.0% of portfolio›$1.9K
Retirement Wealth Solutions LLC1
0.0% of portfolio›$26
StyleTurnoverLocationFiled
LPL Financial LLC
463,471$17.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Koshinski Asset Management, Inc.
384,590$14.3M0.7%ETFLowDecatur, IL2026-10-29
True Private Wealth Advisors
241,325$9.0M0.8%ETFMediumSalem, OR2026-10-19
Virtue Capital Management, LLC
213,059$7.9M1.0%GrowthHighBrentwood, TN2026-10-29
Strategic Blueprint, LLC
171,697$6.4M0.3%ETFLowAtlanta, GA2026-10-22
Navigation Wealth Management, Inc.
168,270$6.4M9.7%ETFLowFort Collins, CO2026-11-03
Balboa Wealth Partners
163,953$6.1M0.8%Agg GrowthMediumScottsdale, AZ2026-10-20
Farther Finance Advisors, LLC
138,934$5.2M0.0%IndexLowSan Francisco, CA2026-10-08
Cambridge Investment Research Advisors, Inc.
97,912$3.6K0.0%ETFLowFairfield, IA2026-11-02
Ignite Planners, LLC
74,525$2.8M0.4%CoreLowSan Clemente, CA2026-10-14
Creative Planning
69,394$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Ejmk Ventures LLC
68,206$2.5M1.1%GrowthMediumItasca, IL2026-10-21
PKS Advisory Services, LLC
58,396$2.2M0.4%ETFMediumAlbany, NY2026-10-26
Unique Wealth, LLC
51,843$1.9M0.2%ETFMediumTampa, FL2026-10-16
Stirlingshire Investments, Inc.
50,796$1.9M1.3%ETFMediumNew York, NY2026-11-05
Simplicity Wealth,LLC
50,611$1.9M0.1%ETFLowSummit, NJ2026-10-23
Integrity Wealth Partners, LLC
47,432$1.8M1.4%ETFN/AWalnut Creek, CA2026-10-14
Carter Financial Group, Inc.
35,157$1.3M0.7%GrowthLowBarrington, IL2026-10-21
Discipline Wealth Solutions, LLC
34,951$1.3M0.1%ETFLowGreenville, SC2026-10-14
Rossby Financial, LCC
26,408$980.0K0.1%ETFMediumMelbourne, FL2026-11-05
Latitude Advisors, LLC
26,291$975.6K0.3%ETFLowYorkville, IL2026-10-27
Independent Financial Group, LLC
26,053$966.8K0.0%GrowthLowSan Diego, CA2026-10-13
Advisory Advocates, LLC
24,179$897.3K0.8%YieldMediumGrand Rapids, MI2026-11-05
Independent Wealth Network Inc.
21,866$811.4K0.2%ETFMediumUrbandale, IA2026-10-19
OceanIQ Capital, LLC
19,339$732.8K0.4%GrowthN/APalo Alto, CA2026-10-19
Cooper Financial Group
17,005$631.1K0.1%GrowthMediumIrvine, CA2026-10-07
Onyx Bridge Wealth Group LLC
12,766$473.7K0.0%ETFMediumTarrytown, NY2026-10-16
SeaCrest Wealth Management, LLC
12,244$454.4K0.1%GrowthLowPurchase, NY2026-10-21
CoreCap Advisors, LLC
11,673$433.2K0.0%ETFMediumSouthfield, MI2026-10-08
Revisor Wealth Management LLC
11,446$430.5K0.1%CoreLowAkron, OH2026-10-20
Verus Capital Partners, LLC
9,447$350.6K0.0%GrowthLowScottsdale, AZ2026-11-03
Omni 360 Wealth, Inc.
7,302$271.0K0.1%ETFLowPlainsboro, NJ2026-10-13
MGO One Seven LLC
6,537$242.6K0.0%GrowthLowBeachwood, OH2026-10-28
Bdfs Capital LLC
6,135$227.7K0.1%ETFLowRehoboth Beach, DE2026-10-14
GK Wealth Management LLC
6,087$225.9K0.1%GARPVery HighReno, NV2026-10-09
Compass Financial Management LLC
2,709$100.5K0.0%CoreN/ATampa, FL2026-10-30
Nova Financial LLC
1,870$69.4K0.0%N/AN/ATucson, AZ2026-11-04
Allworth Financial LP
994$37.5K0.0%IndexLowFolsom, CA2026-11-06
IFP Advisors, Inc
281$10.4K0.0%GrowthLowTampa, FL2026-10-16
Dhjj Financial Advisors, Ltd.
50$1.9K0.0%ETFVery LowNaperville, IL2026-10-23
Retirement Wealth Solutions LLC
1$260.0%ETFLowMarshfield, WI2026-10-07