# ZACKS TRUST SMALL/MID CAP

ZACKS TRUST SMALL/MID CAP is a security (CUSIP 98888G204) tracked across SEC portfolio filings. 72 institutional managers reported $235.8M on Form 13F as of 2026-06-30.

## Summary

- Issuer: ZACKS TRUST
- Class: SMALL/MID CAP
- CUSIP: 98888G204
- 13F holders: 72
- 13F value: $235.8M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 72 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Avior Wealth Management, LLC | OMAHA, NE | $45.5M | 1,019,930 |
| [TRUE Private Wealth Advisors](https://search.stillhousedata.com/firm/164947) | Salem, OR | $34.7M | 776,904 |
| [GeoWealth Management, LLC](https://search.stillhousedata.com/firm/148222) | CHICAGO, IL | $16.8M | 377,337 |
| [CreativeOne Wealth, LLC](https://search.stillhousedata.com/firm/281213) | OVERLAND PARK, KS | $15.3M | 411,647 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $13.1M | 293,193 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $11.4M | 254,812 |
| [Sanchez Wealth Management Group](https://search.stillhousedata.com/firm/169274) | JACKSONVILLE, FL | $9.7M | 218,094 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $9.5M | 213,976 |
| [Strive Financial Group ,LLC](https://search.stillhousedata.com/firm/333298) | CARMEL, IN | $9.2M | 205,799 |
| CONTINENTAL INVESTORS SERVICES, INC. | LONGVIEW, WA | $7.6M | 179,114 |
| [Koshinski Asset Management, Inc.](https://search.stillhousedata.com/firm/111872) | DECATUR, IL | $6.6M | 148,231 |
| [Arete Wealth Advisors, LLC](https://search.stillhousedata.com/firm/145488) | CHICAGO, IL | $4.3M | 116,404 |
| [Strategic Blueprint, LLC](https://search.stillhousedata.com/firm/284840) | ATLANTA, GA | $3.5M | 79,321 |
| [Maia Wealth LLC](https://search.stillhousedata.com/firm/292817) | DENVER, CO | $3.2M | 72,018 |
| [Navigation Wealth Management, Inc.](https://search.stillhousedata.com/firm/282640) | FORT COLLINS, CO | $3.0M | 67,317 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/98888G204.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.