Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZACKS TRUST (ZECP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +10
Streak
9Q ▲
Buyers last Q
72%

Smart Money Signals — ZECP

Based on 65 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added ZECP 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
65 hedge funds hold ZECP right now — the highest count in 3.0 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.
🚀

Fast accumulation — +76% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+76% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 72% buying

49 buying19 selling
Last quarter: 49 funds were net buyers (15 opened a brand new position + 34 added to an existing one). Only 19 were sellers (14 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 8 → 14 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 15% conviction (2yr+) ■ 46% medium ■ 38% new
Only 10 funds (15%) 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.
📈

Growing discovery — still being found

9 → 9 → 8 → 14 → 15 new funds/Q
New funds entering each quarter: 9 → 8 → 14 → 15. A growing number of institutions are discovering ZECP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 55% of holders entered in last year

■ 15% veterans ■ 29% 1-2yr ■ 55% new
Of 65 current holders: 36 (55%) entered in the past year, only 10 (15%) 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 — 0% AUM from top-100

0% from top-100 AUM funds
3 of 65 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

Hedge Fund Ownership: ZECP

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

Market Analysis: ZECP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ZECP

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
2.8
/ 10
conviction
Hedge Fund Positioning: ZECP
2026 Q1 Stats Unlock in 18 days 65 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 65 55 18.18%
13F Shares 7M 6M 11.78%
Total Value $227M $196M 15.77%
New Positions 15 14 +1
Increased Positions 34 23 +11
Closed Positions 5 5 -
Reduced Positions 14 17 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ZECP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Institutional Holders (2026 Q1)

65 + investors

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

Top 25 institutional holders of ZECP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navigation Wealth Management, Inc. 19.01% 155,906 $5.3M
2 EJMK Ventures LLC 1.71% 90,748 $3.1M
3 Integrity Wealth Partners, LLC 1.21% 39,798 $1.3M
4 Balboa Wealth Partners 1.04% 182,595 $6.2M
5 Carter Financial Group, INC. 0.76% 36,342 $1.2M
6 Koshinski Asset Management, Inc. 0.72% 341,890 $11.6M
7 Strategic Blueprint, LLC 0.34% 174,449 $5.9M
8 Ignite Planners, LLC 0.32% 62,320 $2.1M
9 Faithward Advisors, LLC 0.26% 53,756 $1.8M
10 Discipline Wealth Solutions, LLC 0.21% 60,033 $2.0M
11 Latitude Advisors, LLC 0.21% 13,301 $450K
12 UNIQUE WEALTH, LLC 0.19% 40,328 $1.4M
13 Independent Wealth Network Inc. 0.14% 14,239 $482K
14 Revisor Wealth Management LLC 0.12% 12,600 $426K
15 OMNI 360 Wealth, Inc. 0.10% 5,914 $200K
16 BDFS Capital LLC 0.10% 6,220 $210K
17 Simplicity Wealth,LLC 0.09% 48,796 $1.7M
18 Baer Investment Advisory LLC 0.06% 14,720 $498K
19 VICTORY FINANCIAL GROUP, LLC 0.06% 14,720 $498K
20 Onyx Bridge Wealth Group LLC 0.05% 13,353 $452K
21 Arista Wealth Management, LLC 0.04% 10,513 $356K
22 Madison Wealth Partners, Inc 0.04% 7,927 $268K
23 Cooper Financial Group 0.02% 6,515 $220K
24 Vise Technologies, Inc. 0.02% 22,350 $777K
25 CoreCap Advisors, LLC 0.01% 7,898 $267K
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 (ZECP)

What does the Smart Money Trend signal show for ZECP?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added ZECP 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 ZECP?

More buyers than sellers — 72% buying: Last quarter: 49 funds were net buyers (15 opened a brand new position + 34 added to an existing one). Only 19 were sellers (14 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ZECP holders?

Smaller funds dominant — 0% AUM from top-100: 3 of 65 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ZECP?

Mostly new holders — 38% entered in last year: Only 10 funds (15%) 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.

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.