QUIZ institutional holders

ZACKS TRUST · 13F, 2026Q2

Managers holding51
Shares held2,645,310
Reported value$77.5m
Quarter flows12 new, 30 added, 5 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
GeoWealth Management, LLC519,201$15.2m0.5%
CONTINENTAL INVESTORS SERVICES, INC.369,356$11.0m8.6%
TRUE Private Wealth Advisors158,125$4.6m0.4%
M1 Capital Management LLC109,987$3.2m1.2%
Arete Wealth Advisors, LLC108,541$3.2m0.2%
Navigation Wealth Management, Inc.105,620$3.1m4.3%
Strategic Blueprint, LLC100,059$2.9m0.1%
Balboa Wealth Partners97,554$2.9m0.4%
Cambridge Investment Research Advisors, Inc.89,760$2.6m0.0%
Advisory Services Network, LLC87,125$2.5m0.0%
Farther Finance Advisors, LLC82,057$2.4m0.0%
Advyzon Investment Management, LLC77,271$2.3m0.2%
LPL Financial LLC58,551$1.7m0.0%
AXXCESS WEALTH MANAGEMENT, LLC58,127$1.7m0.0%
Rothschild Wealth LLC55,640$1.6m0.1%
Alteri Wealth LLC49,523$1.4m0.4%
Paragon Private Wealth Management, LLC47,938$1.4m0.4%
Koshinski Asset Management, Inc.39,229$1.1m0.1%
EJMK Ventures LLC35,701$1.0m0.5%
Simplicity Wealth,LLC30,990$905,4810.0%
UNIQUE WEALTH, LLC29,789$870,3900.1%
Stirlingshire Investments, Inc.29,507$862,1450.6%
PKS Advisory Services, LLC27,729$810,2000.1%
Faithward Advisors, LLC27,537$804,5900.1%
Ignite Planners, LLC23,571$688,7100.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("QUIZ"). QUIZ price history · All 13F data

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