Skip to main content
Equibles
ZECP logo

ZECP · Zacks Earnings Consistent Portfolio ETF ETF

Alerts for ZECP

Use ZECP with AI

Ask our own analyst here, or connect this data to the AI you already use.

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$37.92 -0.22 (-0.58%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 8
Total Value: $8,840,603
Total Shares: 372,864

Institutional Ownership Trend

7 quarters

Holder Concentration

Across 8 13F filers · Δ vs Dec 31, 2022
Top Holder
41.3%
Sep 2021 → Mar 2023 · range 41.3% – 100.0%
−19.1 pts
Top 5
99.2%
Sep 2021 → Mar 2023 · range 99.2% – 100.0%
−0.8 pts
Top 10
100.0%
Sep 2021 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
2,617
Sep 2021 → Mar 2023 · range 2,617 – 10,000
Highly concentrated−2,346

Quarterly Activity

vs Dec 31, 2022
New
6
Increased
2
Decreased
0
Sold Out
4
Unchanged
0
Holder count: +2
Institutional value: -4.1%
Shares held: -6.5%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
Advisory Services Network, LLC +9,282 153,858
Raleigh Capital Management Inc. +2,183 2,620

Top Sellers

vs Dec 31, 2022
No qualifying movers this quarter.

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
Private Advisor Group, LLC 77,118 $1,828,467
WESPAC Advisors SoCal, LLC 58,516 $1,387,414
Avior Wealth Management, LLC 46,948 $1,113,137
Castle Rock Wealth Management, LLC 33,604 $796,750
HARBOUR INVESTMENTS, INC. 200 $4,742

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
Wayfinding Financial, LLC 240,719 $5,562,053
CITADEL ADVISORS LLC 11,076 $255,922
UBS Group AG 2,080 $48,060
NewEdge Advisors, LLC 7 $161
Filter: New 6 Increased 2 Reduced 0 Sold out 4 Unchanged 0
Showing 8 of 8
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Advisory Services Network, LLC ZECP $3,647,973 41.26% 153,858
Private Advisor Group, LLC ZECP $1,828,467 20.68% 77,118
WESPAC Advisors SoCal, LLC ZECP $1,387,414 15.69% 58,516
Avior Wealth Management, LLC ZECP $1,113,137 12.59% 46,948
Castle Rock Wealth Management, LLC ZECP $796,750 9.01% 33,604
Raleigh Capital Management Inc. ZECP $62,120 0.70% 2,620
HARBOUR INVESTMENTS, INC. ZECP $4,742 0.05% 200
PROEQUITIES, INC. ZECP $0 0.00% 0