13F

Stock

Zacks Trust

Ticker not mapped · held by 5 managers

Reported value

$5.08M

Holders

5

+0 new · −0 exited

Holders’ est. mark

$34.9K

Price effect on 1 books still in the name

Largest holder

$4.29M

Virtue Capital Management, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Virtue Capital Management, LLC127.6K$4.29MHeld
INDEPENDENT FINANCIAL GROUP, LLC20.4K$685.4K$34.9KAdded$34.9K
Allworth Financial LP2.8K$94.1KHeld
IFP Advisors, Inc264$8.88KHeld
MORGAN STANLEY1$57Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.