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Public ownership evidence

Zacks Earnings Consistent Portfolio ETF (ZECP) Ownership Disclosures

Read ZECP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Strive Financial Group ,LLC2026-06-302026-08-18299,705$11,310,867None
Advyzon Investment Management, LLC2026-06-302026-08-1555,227$2,084,275None
Advyzon Investment Management, LLC2026-06-302026-08-1576,251$2,877,721None
Axim Planning & Wealth2026-06-302026-08-1514,852$560,514None
Ameritas Advisory Services, LLC2026-06-302026-08-151,041$39,287None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1521,118$796,993None
IHT Wealth Management, LLC2026-06-302026-08-1519,829$748,346None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1560,961$2,300,668None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1510,094$380,948None
Wayfinding Financial, LLC2026-06-302026-08-1459,051$2,228,000None
Sanctuary Advisors, LLC2026-06-302026-08-145,400$203,796None
CONTINENTAL INVESTORS SERVICES, INC.2026-06-302026-08-14591,061$22,880,815None
UBS Group AG2026-06-302026-08-141,738$65,592None
Arete Wealth Advisors, LLC2026-06-302026-08-14251,786$7,788,969None
Creative Planning2026-06-302026-08-1481,687$3,082,850None
MORGAN STANLEY2026-06-302026-08-141$51None
OceanIQ Capital, LLC2026-06-302026-08-1319,339$744,938None
COMPASS FINANCIAL MANAGEMENT LLC2026-06-302026-08-131,306$49,288None
M1 Capital Management LLC2026-06-302026-08-13157,364$5,938,926None
Advisory Services Network, LLC2026-06-302026-08-1317,510$660,837None
Advisory Services Network, LLC2026-06-302026-08-131,239,379$46,774,156None
Faithward Advisors, LLC2026-06-302026-08-1349,924$1,884,132None
Summit Financial, LLC2026-06-302026-08-1318,798$709,437None
Madison Wealth Partners, Inc2026-06-302026-08-139,806$370,078None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1315,364$579,837None

90-day public filing window, up to 50 source positions.

Strive Financial Group ,LLC ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Axim Planning & Wealth ↗Ameritas Advisory Services, LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗IHT Wealth Management, LLC ↗BANK OF AMERICA CORP /DE/ ↗BANK OF AMERICA CORP /DE/ ↗Wayfinding Financial, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.