Zacks Trust (QUIZ) Hedge Fund Ownership (Q2 2026)

Zacks Trust (QUIZ)

52 + Investors. Track Smart Money conviction in QUIZ. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — QUIZ

Based on 52 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q

For 3 consecutive quarters, more hedge funds added QUIZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

52 hedge funds hold QUIZ right now — the highest count in 1.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🟢

More buyers than sellers — 78% buying

43 buying12 selling

Last quarter: 43 funds were net buyers (13 opened a brand new position + 30 added to an existing one). Only 12 were sellers (5 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 25 → 11 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 77% entered in last year

■ 0% conviction (2yr+) ■ 23% medium ■ 77% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

⚠️

Saturation — most institutions already know this story

25 → 11 → 13 new funds/Q

New funds entering each quarter: 25 → 11 → 13. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 52 current holders: 52 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds

2 of 52 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

6.9

out of 10

Moderate Exit Risk

Exit risk score 6.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	52	46	13.04%
13F Shares	3M	2M	35.22%
Total Value	$75M	$51M	45.81%
New Positions	13	11	+2
Increased Positions	30	20	+10
Closed Positions	7	7	-
Reduced Positions	5	12	-7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

13.04%

13F Shares

35.22%

Total Value

$75M

$51M

45.81%

New Positions

Increased Positions

+10

Closed Positions

Reduced Positions

-7

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

52 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QUIZ. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 QUIZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Continental Investors Services, INC.	8.60%	369,356	$11.0M
2	Navigation Wealth Management, Inc.	4.25%	105,620	$3.1M
3	M1 Capital Management LLC	1.19%	109,987	$3.2M
4	Axim Planning & Wealth	0.82%	20,132	$588K
5	Stirlingshire Investments, Inc.	0.64%	29,507	$862K
6	GeoWealth Management, LLC	0.48%	519,201	$15.2M
7	EJMK Ventures LLC	0.47%	35,701	$1.0M
8	Alteri Wealth LLC	0.40%	49,523	$1.4M
9	TRUE Private Wealth Advisors	0.40%	158,125	$4.6M
10	Balboa Wealth Partners	0.39%	97,554	$2.9M
11	Paragon Private Wealth Management, LLC	0.37%	47,938	$1.4M
12	Carter Financial Group, INC.	0.30%	20,026	$585K
13	Vantus Wealth LLC	0.30%	19,351	$565K
14	Advyzon Investment Management, LLC	0.16%	77,271	$2.3M
15	Strategic Blueprint, LLC	0.15%	100,059	$2.9M
16	Latitude Advisors, LLC	0.15%	12,500	$365K
17	GK Wealth Management LLC	0.14%	8,803	$257K
18	Rothschild Wealth LLC	0.13%	55,640	$1.6M
19	PKS Advisory Services, LLC	0.13%	27,729	$810K
20	Revisor Wealth Management LLC	0.11%	15,062	$440K
21	Arete Wealth Advisors, LLC	0.10%	108,541	$3.2M
22	Unique Wealth, LLC	0.10%	29,789	$870K
23	Faithward Advisors, LLC	0.10%	27,537	$805K
24	Ignite Planners, LLC	0.09%	23,571	$689K
25	Empirical Asset Management, LLC	0.06%	9,449	$276K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Zacks Trust (QUIZ)

What does the Smart Money Trend signal show for QUIZ?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added QUIZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QUIZ?

More buyers than sellers — 78% buying: Last quarter: 43 funds were net buyers (13 opened a brand new position + 30 added to an existing one). Only 12 were sellers (5 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QUIZ holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 52 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held QUIZ?

Mostly new holders — 77% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Zacks Trust (QUIZ)

Smart Money Signals — QUIZ

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

More buyers than sellers — 78% buying

Steady new buyers — ~13 new funds per quarter

Mostly new holders — 77% entered in last year

Saturation — most institutions already know this story

Early stage — 100% of holders entered in last year

Smaller funds dominant — 3% AUM from top-100

Institutional Sentiment Summary — QUIZ

Hedge Fund Ownership: QUIZ

Market Analysis: QUIZ

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QUIZ

Hedge Fund Positioning: QUIZ

Statistics: QUIZ

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Zacks Trust (QUIZ)

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