Zacks Qlty Inter'l Fund (QUIZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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True Private Wealth Advisors

DECREASED

Shares154,303 from 158,125

Change-3,822 (-2%)

Value$4.4M (-$188.4K)

Filed 2026-10-19

LPL Financial LLC

INCREASED

Shares105,767 from 58,551

Change+47,216 (+81%)

Value$3.0M (+$1.3M)

Filed 2026-11-06

Strategic Blueprint, LLC

INCREASED

Shares102,313 from 100,059

Change+2,254 (+2%)

Value$2.9M (+$15.0K)

Filed 2026-10-22

Navigation Wealth Management, Inc.

DECREASED

Shares99,674 from 105,620

Change-5,946 (-6%)

Value$2.8M (-$262.3K)

Filed 2026-11-03

Arete Wealth Advisors, LLC

DECREASED

Shares98,893 from 108,541

Change-9,648 (-9%)

Value$2.8M (-$328.3K)

Filed 2026-11-09

Balboa Wealth Partners

DECREASED

Shares85,933 from 97,554

Change-11,621 (-12%)

Value$2.5M (-$382.3K)

Filed 2026-10-20

Farther Finance Advisors, LLC

INCREASED

Shares83,796 from 82,057

Change+1,739 (+2%)

Value$2.4M (+$9.1K)

Filed 2026-10-08

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares48,439 from 44,880

Change+3,559 (+8%)

Value$1.4K (-$1.3M)

Filed 2026-11-02

Koshinski Asset Management, Inc.

INCREASED

Shares43,078 from 39,229

Change+3,849 (+10%)

Value$1.2M (+$91.1K)

Filed 2026-10-29

Ejmk Ventures LLC

DECREASED

Shares32,529 from 35,701

Change-3,172 (-9%)

Value$934.3K (-$108.9K)

Filed 2026-10-21

Ignite Planners, LLC

INCREASED

Shares32,392 from 23,571

Change+8,821 (+37%)

Value$942.8K (+$254.1K)

Filed 2026-10-14

Unique Wealth, LLC

INCREASED

Shares31,533 from 29,789

Change+1,744 (+6%)

Value$905.7K (+$35.3K)

Filed 2026-10-16

Stirlingshire Investments, Inc.

INCREASED

Shares31,483 from 29,507

Change+1,976 (+7%)

Value$904.2K (+$42.1K)

Filed 2026-11-05

Simplicity Wealth,LLC

INCREASED

Shares31,210 from 30,990

Change+220 (+1%)

Value$896.4K (-$9.1K)

Filed 2026-10-23

Integrity Wealth Partners, LLC

NEW

Shares29,742

Change+29,742

Value$854.2K

Filed 2026-10-14

PKS Advisory Services, LLC

UNCHANGED

Shares27,729 from 27,729

Change0 (0%)

Value$810.2K ($0)

Filed 2026-10-26

Carter Financial Group, Inc.

INCREASED

Shares20,481 from 20,026

Change+455 (+2%)

Value$588.3K (+$3.1K)

Filed 2026-10-21

Latitude Advisors, LLC

INCREASED

Shares16,074 from 12,500

Change+3,574 (+29%)

Value$461.7K (+$96.4K)

Filed 2026-10-27

Revisor Wealth Management LLC

DECREASED

Shares14,967 from 15,062

Change-95 (-1%)

Value$426.9K (-$13.2K)

Filed 2026-10-20

Independent Wealth Network Inc.

INCREASED

Shares13,316 from 8,188

Change+5,128 (+63%)

Value$382.5K (+$143.2K)

Filed 2026-10-19

Creative Planning

DECREASED

Shares13,032 from 16,229

Change-3,197 (-20%)

Value$374.3K (-$99.9K)

Filed 2026-11-02

CoreCap Advisors, LLC

INCREASED

Shares12,289 from 8,195

Change+4,094 (+50%)

Value$353.0K (+$113.5K)

Filed 2026-10-08

Harbour Investments, Inc.

DECREASED

Shares9,858 from 9,902

Change-44 (0%)

Value$283.1K (-$6.2K)

Filed 2026-11-09

Cooper Financial Group

NEW

Shares8,215

Change+8,215

Value$235.9K

Filed 2026-10-07

SeaCrest Wealth Management, LLC

UNCHANGED

Shares7,901 from 7,901

Change0 (0%)

Value$226.9K (-$3.9K)

Filed 2026-10-21

GK Wealth Management LLC

DECREASED

Shares7,708 from 8,803

Change-1,095 (-12%)

Value$221.4K (-$35.8K)

Filed 2026-10-09

Rossby Financial, LCC

UNCHANGED

Shares4,870 from 4,870

Change0 (0%)

Value$139.9K (-$2.4K)

Filed 2026-11-05

Compass Financial Management LLC

INCREASED

Shares1,738 from 822

Change+916 (+111%)

Value$49.9K (+$25.9K)

Filed 2026-10-30

Nova Financial LLC

NEW

Shares959

Change+959

Value$27.5K

Filed 2026-11-04

Global Retirement Partners, LLC

UNCHANGED

Shares767 from 767

Change0 (0%)

Value$22.0K (-$382)

Filed 2026-11-10

IFP Advisors, Inc

UNCHANGED

Shares170 from 170

Change0 (0%)

Value$4.9K (-$84)

Filed 2026-10-16

Axxcess Wealth Management, LLC

CLOSED

Shares0 from 58,127

Change-58,127 (-100%)

Value$0 (-$1.7M)

Filed 2026-10-21

Paragon Private Wealth Management, LLC

CLOSED

Shares0 from 47,938

Change-47,938 (-100%)

Value$0 (-$1.4M)

Filed 2026-10-20

Axim Planning & Wealth

CLOSED

Shares0 from 20,132

Change-20,132 (-100%)

Value$0 (-$588.2K)

Filed 2026-10-28

Vise Technologies, Inc.

CLOSED

Shares0 from 9,461

Change-9,461 (-100%)

Value$0 (-$276.4K)

Filed 2026-10-29

Victory Financial Group, LLC

CLOSED

Shares0 from 8,925

Change-8,925 (-100%)

Value$0 (-$260.8K)

Filed 2026-10-27

Cornerstone Planning Group LLC

CLOSED

Shares0 from 1,195

Change-1,195 (-100%)

Value$0 (-$34.7K)

Filed 2026-10-16

Valley Wealth Managers, Inc.

CLOSED

Shares0 from 111

Change-111 (-100%)

Value$0 (-$3.2K)

Filed 2026-10-09

Luminist Capital LLC

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$58)

Filed 2026-11-10

GeoWealth Management, LLC

N/A

Shares— from 519,201

Change-519,201 (-100%)

Value—

Continental Investors Services, Inc.

N/A

Shares— from 369,356

Change-369,356 (-100%)

Value—

M1 Capital Management LLC

N/A

Shares— from 109,987

Change-109,987 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 87,125

Change-87,125 (-100%)

Value—

Advyzon Investment Management, LLC

N/A

Shares— from 77,271

Change-77,271 (-100%)

Value—

Rothschild Wealth LLC

N/A

Shares— from 55,640

Change-55,640 (-100%)

Value—

Alteri Wealth LLC

N/A

Shares— from 49,523

Change-49,523 (-100%)

Value—

Faithward Advisors, LLC

N/A

Shares— from 27,537

Change-27,537 (-100%)

Value—

Vantus Wealth LLC

N/A

Shares— from 19,351

Change-19,351 (-100%)

Value—

Wayfinding Financial, LLC

N/A

Shares— from 11,327

Change-11,327 (-100%)

Value—

IHT Wealth Management, LLC

N/A

Shares— from 9,524

Change-9,524 (-100%)

Value—

Empirical Asset Management, LLC

N/A

Shares— from 9,449

Change-9,449 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 8,756

Change-8,756 (-100%)

Value—

Ethos Financial Group, LLC

N/A

Shares— from 8,664

Change-8,664 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 6,490

Change-6,490 (-100%)

Value—

	Status
True Private Wealth Advisors	DECREASED	154,303	158,125	-3,822	-2%	$4.6M	$4.4M	-$188.4K	2026-10-19
LPL Financial LLC	INCREASED	105,767	58,551	+47,216	+81%	$1.7M	$3.0M	+$1.3M	2026-11-06
Strategic Blueprint, LLC	INCREASED	102,313	100,059	+2,254	+2%	$2.9M	$2.9M	+$15.0K	2026-10-22
Navigation Wealth Management, Inc.	DECREASED	99,674	105,620	-5,946	-6%	$3.1M	$2.8M	-$262.3K	2026-11-03
Arete Wealth Advisors, LLC	DECREASED	98,893	108,541	-9,648	-9%	$3.2M	$2.8M	-$328.3K	2026-11-09
Balboa Wealth Partners	DECREASED	85,933	97,554	-11,621	-12%	$2.9M	$2.5M	-$382.3K	2026-10-20
Farther Finance Advisors, LLC	INCREASED	83,796	82,057	+1,739	+2%	$2.4M	$2.4M	+$9.1K	2026-10-08
Cambridge Investment Research Advisors, Inc.	INCREASED	48,439	44,880	+3,559	+8%	$1.3M	$1.4K	-$1.3M	2026-11-02
Koshinski Asset Management, Inc.	INCREASED	43,078	39,229	+3,849	+10%	$1.1M	$1.2M	+$91.1K	2026-10-29
Ejmk Ventures LLC	DECREASED	32,529	35,701	-3,172	-9%	$1.0M	$934.3K	-$108.9K	2026-10-21
Ignite Planners, LLC	INCREASED	32,392	23,571	+8,821	+37%	$688.7K	$942.8K	+$254.1K	2026-10-14
Unique Wealth, LLC	INCREASED	31,533	29,789	+1,744	+6%	$870.4K	$905.7K	+$35.3K	2026-10-16
Stirlingshire Investments, Inc.	INCREASED	31,483	29,507	+1,976	+7%	$862.1K	$904.2K	+$42.1K	2026-11-05
Simplicity Wealth,LLC	INCREASED	31,210	30,990	+220	+1%	$905.5K	$896.4K	-$9.1K	2026-10-23
Integrity Wealth Partners, LLC	NEW	29,742	—	+29,742	—	—	$854.2K	—	2026-10-14
PKS Advisory Services, LLC	UNCHANGED	27,729	27,729	0	0%	$810.2K	$810.2K	$0	2026-10-26
Carter Financial Group, Inc.	INCREASED	20,481	20,026	+455	+2%	$585.1K	$588.3K	+$3.1K	2026-10-21
Latitude Advisors, LLC	INCREASED	16,074	12,500	+3,574	+29%	$365.2K	$461.7K	+$96.4K	2026-10-27
Revisor Wealth Management LLC	DECREASED	14,967	15,062	-95	-1%	$440.1K	$426.9K	-$13.2K	2026-10-20
Independent Wealth Network Inc.	INCREASED	13,316	8,188	+5,128	+63%	$239.2K	$382.5K	+$143.2K	2026-10-19
Creative Planning	DECREASED	13,032	16,229	-3,197	-20%	$474.2K	$374.3K	-$99.9K	2026-11-02
CoreCap Advisors, LLC	INCREASED	12,289	8,195	+4,094	+50%	$239.4K	$353.0K	+$113.5K	2026-10-08
Harbour Investments, Inc.	DECREASED	9,858	9,902	-44	0%	$289.3K	$283.1K	-$6.2K	2026-11-09
Cooper Financial Group	NEW	8,215	—	+8,215	—	—	$235.9K	—	2026-10-07
SeaCrest Wealth Management, LLC	UNCHANGED	7,901	7,901	0	0%	$230.9K	$226.9K	-$3.9K	2026-10-21
GK Wealth Management LLC	DECREASED	7,708	8,803	-1,095	-12%	$257.2K	$221.4K	-$35.8K	2026-10-09
Rossby Financial, LCC	UNCHANGED	4,870	4,870	0	0%	$142.3K	$139.9K	-$2.4K	2026-11-05
Compass Financial Management LLC	INCREASED	1,738	822	+916	+111%	$24.0K	$49.9K	+$25.9K	2026-10-30
Nova Financial LLC	NEW	959	—	+959	—	—	$27.5K	—	2026-11-04
Global Retirement Partners, LLC	UNCHANGED	767	767	0	0%	$22.4K	$22.0K	-$382	2026-11-10
IFP Advisors, Inc	UNCHANGED	170	170	0	0%	$5.0K	$4.9K	-$84	2026-10-16
Axxcess Wealth Management, LLC	CLOSED	0	58,127	-58,127	-100%	$1.7M	$0	-$1.7M	2026-10-21
Paragon Private Wealth Management, LLC	CLOSED	0	47,938	-47,938	-100%	$1.4M	$0	-$1.4M	2026-10-20
Axim Planning & Wealth	CLOSED	0	20,132	-20,132	-100%	$588.2K	$0	-$588.2K	2026-10-28
Vise Technologies, Inc.	CLOSED	0	9,461	-9,461	-100%	$276.4K	$0	-$276.4K	2026-10-29
Victory Financial Group, LLC	CLOSED	0	8,925	-8,925	-100%	$260.8K	$0	-$260.8K	2026-10-27
Cornerstone Planning Group LLC	CLOSED	0	1,195	-1,195	-100%	$34.7K	$0	-$34.7K	2026-10-16
Valley Wealth Managers, Inc.	CLOSED	0	111	-111	-100%	$3.2K	$0	-$3.2K	2026-10-09
Luminist Capital LLC	CLOSED	0	2	-2	-100%	$58	$0	-$58	2026-11-10
GeoWealth Management, LLC	N/A	—	519,201	-519,201	-100%	$15.2M	—	—	—
Continental Investors Services, Inc.	N/A	—	369,356	-369,356	-100%	$11.0M	—	—	—
M1 Capital Management LLC	N/A	—	109,987	-109,987	-100%	$3.2M	—	—	—
Advisory Services Network, LLC	N/A	—	87,125	-87,125	-100%	$2.5M	—	—	—
Advyzon Investment Management, LLC	N/A	—	77,271	-77,271	-100%	$2.3M	—	—	—
Rothschild Wealth LLC	N/A	—	55,640	-55,640	-100%	$1.6M	—	—	—
Alteri Wealth LLC	N/A	—	49,523	-49,523	-100%	$1.4M	—	—	—
Faithward Advisors, LLC	N/A	—	27,537	-27,537	-100%	$804.6K	—	—	—
Vantus Wealth LLC	N/A	—	19,351	-19,351	-100%	$565.4K	—	—	—
Wayfinding Financial, LLC	N/A	—	11,327	-11,327	-100%	$330.0K	—	—	—
IHT Wealth Management, LLC	N/A	—	9,524	-9,524	-100%	$278.3K	—	—	—
Empirical Asset Management, LLC	N/A	—	9,449	-9,449	-100%	$276.1K	—	—	—
Jane Street Group, LLC	N/A	—	8,756	-8,756	-100%	$255.8K	—	—	—
Ethos Financial Group, LLC	N/A	—	8,664	-8,664	-100%	$245.0K	—	—	—
Arax Advisory Partners	N/A	—	6,490	-6,490	-100%	$189.6K	—	—	—

Showing 54 of 54 institutions