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QUIZ · Insider trading · 13F holders · Congress trades

Zacks Trust (QUIZ)

Who is buying and selling QUIZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.

13F filers holding
9
Insider buys, 90 days
$0
Insider sales, 90 days
$0
Congress trades, 12 months
0

QUIZ at a glance

  • No open-market insider purchases or sales of QUIZ were filed in the last 90 days.
  • 9 13F filers hold QUIZ among their 50 largest positions, worth $42.0M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (8.6%), Navigation Wealth Management, Inc. (4.3%) and M1 Capital Management LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.
  • No member of Congress has disclosed a trade in QUIZ.

QUIZ insider trading

No open-market insider purchases or sales of QUIZ were filed in the last 90 days.

Who owns QUIZ? Hedge funds and superinvestors

9 13F filers hold QUIZ among their 50 largest positions, worth $42.0M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (8.6%), Navigation Wealth Management, Inc. (4.3%) and M1 Capital Management LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.

13F filers holding QUIZ
Manager% of portfolioValueSharesLast quarter13F
GeoWealth Management, LLCWealth manager0.5%$15.2M519,201+54.9% sharesQ2 2026
Continental Investors Services, Inc.Wealth manager8.6%$11.0M369,356+42.8% sharesQ2 2026
TRUE Private Wealth AdvisorsWealth manager0.4%$4.4M154,303-2.4% sharesQ3 2026
M1 Capital Management LLCWealth manager1.2%$3.2M109,987+11.4% sharesQ2 2026
Navigation Wealth Management, Inc.Wealth manager4.3%$3.1M105,620+20.0% sharesQ2 2026
Balboa Wealth PartnersWealth manager0.3%$2.5M85,933-11.9% sharesQ3 2026
EJMK Ventures LLCWealth manager0.4%$934K32,529-8.9% sharesQ3 2026
Stirlingshire Investments, Inc.Wealth manager0.6%$862K29,507+10.8% sharesQ2 2026
Integrity Wealth Partners, LLCWealth manager0.7%$854K29,742—Q3 2026

Each manager counts with its latest 13F (Q3 2026: 4, Q2 2026: 5). Screen QUIZ in the grand portfolio →

QUIZ stock trades by members of Congress

No member of Congress has disclosed a trade in QUIZ.

QUIZ questions and answers

Are insiders buying QUIZ stock?

No open-market insider purchases or sales of QUIZ were filed in the last 90 days.

Which hedge funds own QUIZ?

9 13F filers hold QUIZ among their 50 largest positions, worth $42.0M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (8.6%), Navigation Wealth Management, Inc. (4.3%) and M1 Capital Management LLC (1.2%). In their latest 13Fs, 0 managers opened a new position and 5 added to one.

Has Congress traded QUIZ?

No member of Congress has disclosed a trade in QUIZ.

Who is the largest holder of QUIZ?

Among 13F filers, GeoWealth Management, LLC reports the largest QUIZ position, $15.2M (519,201 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Continental Investors Services, Inc.'s: 8.6% of its portfolio.

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