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Zacks Earnings Consistent PO (ZECP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares463,471 from 225,821
Change+237,650 (+105%)
Value$17.2M (+$8.7M)
Filed 2026-11-06
Koshinski Asset Management, Inc.
INCREASED
Shares384,590 from 372,813
Change+11,777 (+3%)
Value$14.3M (+$202.2K)
Filed 2026-10-29
Strive Financial Group,LLC
INCREASED
Shares314,143 from 299,705
Change+14,438 (+5%)
Value$11.7M (+$347.0K)
Filed 2026-11-09
True Private Wealth Advisors
INCREASED
Shares241,325 from 233,900
Change+7,425 (+3%)
Value$9.0M (+$128.2K)
Filed 2026-10-19
Virtue Capital Management, LLC
INCREASED
Shares213,059 from 166,152
Change+46,907 (+28%)
Value$7.9M (+$1.6M)
Filed 2026-10-29
Strategic Blueprint, LLC
INCREASED
Shares171,697 from 171,079
Change+618 (+0%)
Value$6.4M (-$84.8K)
Filed 2026-10-22
Navigation Wealth Management, Inc.
DECREASED
Shares168,270 from 180,380
Change-12,110 (-7%)
Value$6.4M (-$398.1K)
Filed 2026-11-03
Balboa Wealth Partners
DECREASED
Shares163,953 from 182,791
Change-18,838 (-10%)
Value$6.1M (-$814.2K)
Filed 2026-10-20
Farther Finance Advisors, LLC
INCREASED
Shares138,934 from 136,296
Change+2,638 (+2%)
Value$5.2M (+$12.0K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares97,912 from 82,889
Change+15,023 (+18%)
Value$3.6K (-$3.1M)
Filed 2026-11-02
Arete Wealth Advisors, LLC
DECREASED
Shares92,043 from 251,786
Change-159,743 (-63%)
Value$3.4M (-$4.4M)
Filed 2026-11-09
Ignite Planners, LLC
INCREASED
Shares74,525 from 63,293
Change+11,232 (+18%)
Value$2.8M (+$401.1K)
Filed 2026-10-14
Creative Planning
DECREASED
Shares69,394 from 81,687
Change-12,293 (-15%)
Value$2.6M (-$507.6K)
Filed 2026-11-02
Ejmk Ventures LLC
DECREASED
Shares68,206 from 72,000
Change-3,794 (-5%)
Value$2.5M (-$186.2K)
Filed 2026-10-21
PKS Advisory Services, LLC
UNCHANGED
Shares58,396 from 58,396
Change0 (0%)
Value$2.2M ($0)
Filed 2026-10-26
Unique Wealth, LLC
INCREASED
Shares51,843 from 47,401
Change+4,442 (+9%)
Value$1.9M (+$135.0K)
Filed 2026-10-16
Stirlingshire Investments, Inc.
INCREASED
Shares50,796 from 49,507
Change+1,289 (+3%)
Value$1.9M (+$16.6K)
Filed 2026-11-05
Simplicity Wealth,LLC
DECREASED
Shares50,611 from 50,670
Change-59 (0%)
Value$1.9M (-$34.1K)
Filed 2026-10-23
Integrity Wealth Partners, LLC
NEW
Shares47,432
Change+47,432
Value$1.8M
Filed 2026-10-14
Carter Financial Group, Inc.
DECREASED
Shares35,157 from 36,973
Change-1,816 (-5%)
Value$1.3M (-$90.7K)
Filed 2026-10-21
Discipline Wealth Solutions, LLC
DECREASED
Shares34,951 from 62,244
Change-27,293 (-44%)
Value$1.3M (-$1.1M)
Filed 2026-10-14
Rossby Financial, LCC
DECREASED
Shares26,408 from 27,082
Change-674 (-2%)
Value$980.0K (-$42.1K)
Filed 2026-11-05
Latitude Advisors, LLC
INCREASED
Shares26,291 from 19,761
Change+6,530 (+33%)
Value$975.6K (+$229.9K)
Filed 2026-10-27
Independent Financial Group, LLC
UNCHANGED
Shares26,053 from 26,053
Change0 (0%)
Value$966.8K (-$16.4K)
Filed 2026-10-13
Advisory Advocates, LLC
INCREASED
Shares24,179 from 15,323
Change+8,856 (+58%)
Value$897.3K (+$319.0K)
Filed 2026-11-05
Independent Wealth Network Inc.
INCREASED
Shares21,866 from 14,239
Change+7,627 (+54%)
Value$811.4K (+$274.1K)
Filed 2026-10-19
OceanIQ Capital, LLC
UNCHANGED
Shares19,339 from 19,339
Change0 (0%)
Value$732.8K (-$12.2K)
Filed 2026-10-19
Cooper Financial Group
INCREASED
Shares17,005 from 10,619
Change+6,386 (+60%)
Value$631.1K (+$230.3K)
Filed 2026-10-07
Harbour Investments, Inc.
DECREASED
Shares14,903 from 15,364
Change-461 (-3%)
Value$553.1K (-$26.8K)
Filed 2026-11-09
Onyx Bridge Wealth Group LLC
DECREASED
Shares12,766 from 13,353
Change-587 (-4%)
Value$473.7K (-$30.2K)
Filed 2026-10-16
SeaCrest Wealth Management, LLC
UNCHANGED
Shares12,244 from 12,244
Change0 (0%)
Value$454.4K (-$7.7K)
Filed 2026-10-21
CoreCap Advisors, LLC
INCREASED
Shares11,673 from 5,975
Change+5,698 (+95%)
Value$433.2K (+$207.7K)
Filed 2026-10-08
Revisor Wealth Management LLC
DECREASED
Shares11,446 from 11,706
Change-260 (-2%)
Value$430.5K (-$11.3K)
Filed 2026-10-20
Verus Capital Partners, LLC
INCREASED
Shares9,447 from 7,879
Change+1,568 (+20%)
Value$350.6K (+$53.2K)
Filed 2026-11-03
Omni 360 Wealth, Inc.
UNCHANGED
Shares7,302 from 7,302
Change0 (0%)
Value$271.0K (-$4.6K)
Filed 2026-10-13
MGO One Seven LLC
DECREASED
Shares6,537 from 6,752
Change-215 (-3%)
Value$242.6K (-$12.2K)
Filed 2026-10-28
Bdfs Capital LLC
UNCHANGED
Shares6,135 from 6,135
Change0 (0%)
Value$227.7K (-$3.9K)
Filed 2026-10-14
GK Wealth Management LLC
DECREASED
Shares6,087 from 8,194
Change-2,107 (-26%)
Value$225.9K (-$83.4K)
Filed 2026-10-09
Compass Financial Management LLC
INCREASED
Shares2,709 from 1,306
Change+1,403 (+107%)
Value$100.5K (+$51.2K)
Filed 2026-10-30
Nova Financial LLC
NEW
Shares1,870
Change+1,870
Value$69.4K
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$37.5K ($0)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares281 from 266
Change+15 (+6%)
Value$10.4K (+$389)
Filed 2026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$1.9K (-$31)
Filed 2026-10-23
Retirement Wealth Solutions LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$26 (-$1)
Filed 2026-10-07
Axxcess Wealth Management, LLC
CLOSED
Shares0 from 91,373
Change-91,373 (-100%)
Value$0 (-$3.4M)
Filed 2026-10-21
Paragon Private Wealth Management, LLC
CLOSED
Shares0 from 76,200
Change-76,200 (-100%)
Value$0 (-$2.9M)
Filed 2026-10-20
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 52,288
Change-52,288 (-100%)
Value$0 (-$2.0M)
Filed 2026-11-02
Axim Planning & Wealth
CLOSED
Shares0 from 14,852
Change-14,852 (-100%)
Value$0 (-$560.5K)
Filed 2026-10-28
Arista Wealth Management, LLC
CLOSED
Shares0 from 10,729
Change-10,729 (-100%)
Value$0 (-$404.9K)
Filed 2026-10-29
Vise Technologies, Inc.
CLOSED
Shares0 from 7,743
Change-7,743 (-100%)
Value$0 (-$292.2K)
Filed 2026-10-29
Victory Financial Group, LLC
CLOSED
Shares0 from 6,783
Change-6,783 (-100%)
Value$0 (-$256.0K)
Filed 2026-10-27
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 2,992
Change-2,992 (-100%)
Value$0 (-$112.9K)
Filed 2026-11-06
Cornerstone Planning Group LLC
CLOSED
Shares0 from 1,791
Change-1,791 (-100%)
Value$0 (-$66.7K)
Filed 2026-10-16
Valley Wealth Managers, Inc.
CLOSED
Shares0 from 197
Change-197 (-100%)
Value$0 (-$7.4K)
Filed 2026-10-09
Luminist Capital LLC
CLOSED
Shares0 from 4
Change-4 (-100%)
Value$0 (-$151)
Filed 2026-11-10
Advisory Services Network, LLC
N/A
Shares— from 1,256,889
Change-1,256,889 (-100%)
Value—
GeoWealth Management, LLC
N/A
Shares— from 968,590
Change-968,590 (-100%)
Value—
Menard Financial Group LLC
N/A
Shares— from 793,555
Change-793,555 (-100%)
Value—
Continental Investors Services, Inc.
N/A
Shares— from 591,061
Change-591,061 (-100%)
Value—
M1 Capital Management LLC
N/A
Shares— from 157,364
Change-157,364 (-100%)
Value—
Advyzon Investment Management, LLC
N/A
Shares— from 131,478
Change-131,478 (-100%)
Value—
Rothschild Wealth LLC
N/A
Shares— from 88,824
Change-88,824 (-100%)
Value—
Alteri Wealth LLC
N/A
Shares— from 76,345
Change-76,345 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 71,055
Change-71,055 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 59,051
Change-59,051 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 49,924
Change-49,924 (-100%)
Value—
Vantus Wealth LLC
N/A
Shares— from 26,790
Change-26,790 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,118
Change-21,118 (-100%)
Value—
IHT Wealth Management, LLC
N/A
Shares— from 19,829
Change-19,829 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 18,798
Change-18,798 (-100%)
Value—
Empirical Asset Management, LLC
N/A
Shares— from 15,556
Change-15,556 (-100%)
Value—
Ethos Financial Group, LLC
N/A
Shares— from 13,567
Change-13,567 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 10,387
Change-10,387 (-100%)
Value—
Madison Wealth Partners, Inc
N/A
Shares— from 9,806
Change-9,806 (-100%)
Value—
Focus Partners Advisor Solutions, LLC
N/A
Shares— from 7,302
Change-7,302 (-100%)
Value—
Noble Wealth Partners LLC
N/A
Shares— from 5,522
Change-5,522 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 5,400
Change-5,400 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,738
Change-1,738 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 1,041
Change-1,041 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 533
Change-533 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED463,471225,821+237,650+105%$8.5M$17.2M+$8.7M2026-11-06
Koshinski Asset Management, Inc.
INCREASED384,590372,813+11,777+3%$14.1M$14.3M+$202.2K2026-10-29
Strive Financial Group,LLC
INCREASED314,143299,705+14,438+5%$11.3M$11.7M+$347.0K2026-11-09
True Private Wealth Advisors
INCREASED241,325233,900+7,425+3%$8.8M$9.0M+$128.2K2026-10-19
Virtue Capital Management, LLC
INCREASED213,059166,152+46,907+28%$6.3M$7.9M+$1.6M2026-10-29
Strategic Blueprint, LLC
INCREASED171,697171,079+618+0%$6.5M$6.4M-$84.8K2026-10-22
Navigation Wealth Management, Inc.
DECREASED168,270180,380-12,110-7%$6.8M$6.4M-$398.1K2026-11-03
Balboa Wealth Partners
DECREASED163,953182,791-18,838-10%$6.9M$6.1M-$814.2K2026-10-20
Farther Finance Advisors, LLC
INCREASED138,934136,296+2,638+2%$5.1M$5.2M+$12.0K2026-10-08
Cambridge Investment Research Advisors, Inc.
INCREASED97,91282,889+15,023+18%$3.1M$3.6K-$3.1M2026-11-02
Arete Wealth Advisors, LLC
DECREASED92,043251,786-159,743-63%$7.8M$3.4M-$4.4M2026-11-09
Ignite Planners, LLC
INCREASED74,52563,293+11,232+18%$2.4M$2.8M+$401.1K2026-10-14
Creative Planning
DECREASED69,39481,687-12,293-15%$3.1M$2.6M-$507.6K2026-11-02
Ejmk Ventures LLC
DECREASED68,20672,000-3,794-5%$2.7M$2.5M-$186.2K2026-10-21
PKS Advisory Services, LLC
UNCHANGED58,39658,39600%$2.2M$2.2M$02026-10-26
Unique Wealth, LLC
INCREASED51,84347,401+4,442+9%$1.8M$1.9M+$135.0K2026-10-16
Stirlingshire Investments, Inc.
INCREASED50,79649,507+1,289+3%$1.9M$1.9M+$16.6K2026-11-05
Simplicity Wealth,LLC
DECREASED50,61150,670-590%$1.9M$1.9M-$34.1K2026-10-23
Integrity Wealth Partners, LLC
NEW47,432—+47,432——$1.8M—2026-10-14
Carter Financial Group, Inc.
DECREASED35,15736,973-1,816-5%$1.4M$1.3M-$90.7K2026-10-21
Discipline Wealth Solutions, LLC
DECREASED34,95162,244-27,293-44%$2.3M$1.3M-$1.1M2026-10-14
Rossby Financial, LCC
DECREASED26,40827,082-674-2%$1.0M$980.0K-$42.1K2026-11-05
Latitude Advisors, LLC
INCREASED26,29119,761+6,530+33%$745.8K$975.6K+$229.9K2026-10-27
Independent Financial Group, LLC
UNCHANGED26,05326,05300%$983.2K$966.8K-$16.4K2026-10-13
Advisory Advocates, LLC
INCREASED24,17915,323+8,856+58%$578.3K$897.3K+$319.0K2026-11-05
Independent Wealth Network Inc.
INCREASED21,86614,239+7,627+54%$537.4K$811.4K+$274.1K2026-10-19
OceanIQ Capital, LLC
UNCHANGED19,33919,33900%$744.9K$732.8K-$12.2K2026-10-19
Cooper Financial Group
INCREASED17,00510,619+6,386+60%$400.8K$631.1K+$230.3K2026-10-07
Harbour Investments, Inc.
DECREASED14,90315,364-461-3%$579.8K$553.1K-$26.8K2026-11-09
Onyx Bridge Wealth Group LLC
DECREASED12,76613,353-587-4%$503.9K$473.7K-$30.2K2026-10-16
SeaCrest Wealth Management, LLC
UNCHANGED12,24412,24400%$462.1K$454.4K-$7.7K2026-10-21
CoreCap Advisors, LLC
INCREASED11,6735,975+5,698+95%$225.5K$433.2K+$207.7K2026-10-08
Revisor Wealth Management LLC
DECREASED11,44611,706-260-2%$441.8K$430.5K-$11.3K2026-10-20
Verus Capital Partners, LLC
INCREASED9,4477,879+1,568+20%$297.4K$350.6K+$53.2K2026-11-03
Omni 360 Wealth, Inc.
UNCHANGED7,3027,30200%$275.6K$271.0K-$4.6K2026-10-13
MGO One Seven LLC
DECREASED6,5376,752-215-3%$254.8K$242.6K-$12.2K2026-10-28
Bdfs Capital LLC
UNCHANGED6,1356,13500%$231.6K$227.7K-$3.9K2026-10-14
GK Wealth Management LLC
DECREASED6,0878,194-2,107-26%$309.2K$225.9K-$83.4K2026-10-09
Compass Financial Management LLC
INCREASED2,7091,306+1,403+107%$49.3K$100.5K+$51.2K2026-10-30
Nova Financial LLC
NEW1,870—+1,870——$69.4K—2026-11-04
Allworth Financial LP
UNCHANGED99499400%$37.5K$37.5K$02026-11-06
IFP Advisors, Inc
INCREASED281266+15+6%$10.0K$10.4K+$3892026-10-16
Dhjj Financial Advisors, Ltd.
UNCHANGED505000%$1.9K$1.9K-$312026-10-23
Retirement Wealth Solutions LLC
UNCHANGED1100%$27$26-$12026-10-07
Axxcess Wealth Management, LLC
CLOSED091,373-91,373-100%$3.4M$0-$3.4M2026-10-21
Paragon Private Wealth Management, LLC
CLOSED076,200-76,200-100%$2.9M$0-$2.9M2026-10-20
Commonwealth Equity Services, LLC
CLOSED052,288-52,288-100%$2.0M$0-$2.0M2026-11-02
Axim Planning & Wealth
CLOSED014,852-14,852-100%$560.5K$0-$560.5K2026-10-28
Arista Wealth Management, LLC
CLOSED010,729-10,729-100%$404.9K$0-$404.9K2026-10-29
Vise Technologies, Inc.
CLOSED07,743-7,743-100%$292.2K$0-$292.2K2026-10-29
Victory Financial Group, LLC
CLOSED06,783-6,783-100%$256.0K$0-$256.0K2026-10-27
PNC Financial Services Group, Inc.
CLOSED02,992-2,992-100%$112.9K$0-$112.9K2026-11-06
Cornerstone Planning Group LLC
CLOSED01,791-1,791-100%$66.7K$0-$66.7K2026-10-16
Valley Wealth Managers, Inc.
CLOSED0197-197-100%$7.4K$0-$7.4K2026-10-09
Luminist Capital LLC
CLOSED04-4-100%$151$0-$1512026-11-10
Advisory Services Network, LLC
N/A—1,256,889-1,256,889-100%$47.4M———
GeoWealth Management, LLC
N/A—968,590-968,590-100%$36.6M———
Menard Financial Group LLC
N/A—793,555-793,555-100%$29.9M———
Continental Investors Services, Inc.
N/A—591,061-591,061-100%$22.9M———
M1 Capital Management LLC
N/A—157,364-157,364-100%$5.9M———
Advyzon Investment Management, LLC
N/A—131,478-131,478-100%$5.0M———
Rothschild Wealth LLC
N/A—88,824-88,824-100%$3.4M———
Alteri Wealth LLC
N/A—76,345-76,345-100%$2.9M———
Bank of America Corp
N/A—71,055-71,055-100%$2.7M———
Wayfinding Financial, LLC
N/A—59,051-59,051-100%$2.2M———
Faithward Advisors, LLC
N/A—49,924-49,924-100%$1.9M———
Vantus Wealth LLC
N/A—26,790-26,790-100%$1.0M———
Susquehanna International Group, LLP
N/A—21,118-21,118-100%$797.0K———
IHT Wealth Management, LLC
N/A—19,829-19,829-100%$748.3K———
Summit Financial, LLC
N/A—18,798-18,798-100%$709.4K———
Empirical Asset Management, LLC
N/A—15,556-15,556-100%$587.1K———
Ethos Financial Group, LLC
N/A—13,567-13,567-100%$506.5K———
Arax Advisory Partners
N/A—10,387-10,387-100%$392.0K———
Madison Wealth Partners, Inc
N/A—9,806-9,806-100%$370.1K———
Focus Partners Advisor Solutions, LLC
N/A—7,302-7,302-100%$275.6K———
Noble Wealth Partners LLC
N/A—5,522-5,522-100%$208.4K———
Sanctuary Advisors, LLC
N/A—5,400-5,400-100%$203.8K———
UBS Group AG
N/A—1,738-1,738-100%$65.6K———
Ameritas Advisory Services, LLC
N/A—1,041-1,041-100%$39.3K———
Global Retirement Partners, LLC
N/A—533-533-100%$20.1K———
Morgan Stanley
N/A—1-1-100%$51———
Showing 81 of 81 institutions