Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZACKS TRUST (QUIZ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — QUIZ

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 2Q
For 2 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
46 hedge funds hold QUIZ right now — the highest count in 0.8 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 — 62% buying

31 buying19 selling
Last quarter: 31 funds were net buyers (11 opened a brand new position + 20 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-14 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 25 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% 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.
🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new
Of 46 current holders: 46 (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
4 of 46 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.
5.5
out of 10
Moderate Exit Risk
Exit risk score 5.5/10 — 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.

Institutional Sentiment Summary — QUIZ

In 2026 Q1, 31 hedge funds were net buyers of QUIZ (11 opened a new position, 20 added to an existing one), while 19 reduced or exited (12 trimmed, 7 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 46.

Hedge Fund Ownership: QUIZ

How many hedge funds hold QUIZ — quarterly history vs. share price
Quarterly hedge fund ownership of QUIZ vs. share price

Market Analysis: QUIZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QUIZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy ZACKS TRUST (QUIZ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QUIZ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 53d ago
QUIZ
+9.0%
SPY
+14.7%

QUIZ outperformed SPY by -5.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 8d ago
QUIZ
+1.8%
SPY
+0.9%

Since the filing became public, QUIZ outperformed SPY by +0.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: QUIZ
46 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 42 9.52%
13F Shares 2M 2M -3.97%
Total Value $51M $54M -4.42%
New Positions 11 25 -14
Increased Positions 20 14 +6
Closed Positions 7 0 +7
Reduced Positions 12 2 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QUIZ

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

46 + 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:
Top 25 institutional holders of QUIZ — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navigation Wealth Management, Inc. 8.55% 87,985 $2.4M
2 CONTINENTAL INVESTORS SERVICES, INC. 7.12% 258,680 $7.5M
3 M1 Capital Management LLC 1.23% 98,690 $2.7M
4 Stirlingshire Investments, Inc. 0.63% 26,620 $718K
5 Axim Planning & Wealth 0.48% 14,709 $397K
6 Integrity Wealth Partners, LLC 0.46% 18,870 $509K
7 Balboa Wealth Partners 0.44% 97,283 $2.6M
8 EJMK Ventures LLC 0.42% 28,043 $756K
9 TRUE Private Wealth Advisors 0.40% 156,360 $4.2M
10 Paragon Private Wealth Management, LLC 0.40% 46,877 $1.3M
11 GeoWealth Management, LLC 0.33% 335,209 $9.0M
12 Carter Financial Group, INC. 0.31% 18,498 $499K
13 Alteri Wealth LLC 0.30% 33,935 $915K
14 Arete Wealth Advisors, LLC 0.17% 86,105 $2.3M
15 Advyzon Investment Management, LLC 0.14% 59,249 $1.6M
16 Strategic Blueprint, LLC 0.12% 78,299 $2.1M
17 Wayfinding Financial, LLC 0.10% 8,206 —
18 Ignite Planners, LLC 0.09% 22,995 $612K
19 Latitude Advisors, LLC 0.09% 7,437 $200K
20 UNIQUE WEALTH, LLC 0.08% 22,283 $601K
21 Faithward Advisors, LLC 0.08% 21,444 $578K
22 Revisor Wealth Management LLC 0.08% 10,922 $294K
23 Independent Wealth Network Inc. 0.07% 8,188 $221K
24 Baer Investment Advisory LLC 0.05% 15,035 $405K
25 VICTORY FINANCIAL GROUP, LLC 0.05% 15,035 $405K
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 — 2 quarters in a row: For 2 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 — 62% buying: Last quarter: 31 funds were net buyers (11 opened a brand new position + 20 added to an existing one). Only 19 were sellers (12 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: 4 of 46 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 — 100% 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.

Is it too late to buy ZACKS TRUST (QUIZ) following the 2026 Q1 hedge fund 13F filings?

As of today, QUIZ has moved +1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.9% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), QUIZ has gained +9.0% vs +14.7% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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