| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| Advisory Services Network, LLC | 8 | 8 | 0.05% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
| Wayfinding Financial, LLC | 8 | 8 | 4.75% | 5.60% | 6.76% | Q4 2021 | Q3 2023 | 8 |
| ZACKS INVESTMENT MANAGEMENT | 5 | 1 | 0.02% | 0.11% | 0.30% | Q3 2021 | Q3 2023 | 6 |
| Raleigh Capital Management Inc. | 4 | 4 | 0.01% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
| Citadel Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
| Accurate Wealth Management, LLC | 4 | 4 | 0.04% | 1.00% | 2.26% | Q4 2022 | Q3 2023 | 4 |
| Kowal Investment Group, LLC | 4 | 4 | 0.25% | 0.39% | 0.47% | Q4 2022 | Q3 2023 | 4 |
| Castle Rock Wealth Management, LLC | 3 | 3 | 0.28% | 0.28% | 0.29% | Q1 2023 | Q3 2023 | 3 |
| WESPAC Advisors SoCal, LLC | 3 | 3 | 0.47% | 0.48% | 0.50% | Q4 2022 | Q2 2023 | 3 |
| HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Private Advisor Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| Avior Wealth Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
| UBS Group AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
| LifePro Asset Management | 2 | 2 | 0.63% | 0.74% | 0.85% | Q2 2023 | Q3 2023 | 2 |
| Menard Financial Group LLC | 2 | 2 | 9.32% | 15.93% | 22.55% | Q2 2023 | Q3 2023 | 2 |
| CONTINENTAL INVESTORS SERVICES, INC. | 2 | 2 | 1.14% | 1.27% | 1.40% | Q2 2023 | Q3 2023 | 2 |
| GPS Wealth Strategies Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| Ethos Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
| NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
This page lists all the filers that currently own ZACKS TRUST or have owned ZACKS TRUST in the past.