ZACKS SMALL/MID CAP ETF SMIZ
$43.21
-2.2% 52w: $32.54 – $44.62
Latest 13F among current holders filed 1 month ago (May 20, 2026)
Price — last 12 months
research preview data32.5438.5844.62
Jun 20, 2025 Jul 2, 2026
Institutional holders
60
+3 QoQ
13F value
$172.8M
+24.2% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SMIZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Avior Wealth Management, LLC | Wealth advisor | 888.0K | $32.9M | 0.9% | +30.3% |
| TRUE Private Wealth Advisors | Wealth advisor | 671.5K | $24.9M | 2.4% | +13.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 411.6K | $15.3M | 0.4% | +1.5% |
| GeoWealth Management, LLC | Wealth advisor | 295.5K | $11.0M | 0.4% | +123.1% |
| Sanchez Wealth Management Group | Wealth advisor | 212.0K | $7.9M | 1.7% | +1.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 205.2K | $7.6M | 0.0% | New |
| CONTINENTAL INVESTORS SERVICES, INC. | Wealth advisor | 179.1K | $7.6M | 7.2% | +89.0% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 167.1K | $6.3M | 0.0% | New |
| Wayfinding Financial, LLC | Wealth advisor | 149.4K | $5.5M | 2.4% | -1.0% |
| Koshinski Asset Management, Inc. | Wealth advisor | 138.5K | $5.1M | 0.3% | +23.5% |
| Arete Wealth Advisors, LLC | Wealth advisor | 116.4K | $4.3M | 0.3% | -18.8% |
| LPL Financial LLC | Bank broker | 107.8K | $4.0M | 0.0% | +4.8% |
| Advisory Services Network, LLC | Diversified mechanical | 78.0K | $2.9M | 0.0% | -23.8% |
| Strategic Blueprint, LLC | Wealth advisor | 73.3K | $2.7M | 0.2% | +6.5% |
| M1 Capital Management LLC | Wealth advisor | 70.4K | $2.6M | 1.2% | +7.0% |
| Maia Wealth LLC | Wealth advisor | 64.5K | $2.4M | 0.4% | +42.1% |
| Balboa Wealth Partners | Other | 63.4K | $2.4M | 0.4% | +10.4% |
| Navigation Wealth Management, Inc. | Wealth advisor | 58.7K | $2.2M | 7.8% | -1.3% |
| Prosperity Financial Group, Inc. | Wealth advisor | 51.2K | $1.9M | 0.7% | -3.8% |
| Bauman Advisory Group, LLC | Wealth advisor | 47.8K | $1.8M | 1.2% | -4.4% |
| Advyzon Investment Management, LLC | Wealth advisor | 45.7K | $1.7M | 0.2% | +25.0% |
| Strive Financial Group ,LLC | Other | 45.3K | $1.7M | 0.9% | +9.5% |
| Alteri Wealth LLC | Other | 42.0K | $1.6M | 0.5% | +8.0% |
| EJMK Ventures LLC | Wealth advisor | 40.2K | $1.5M | 0.8% | -32.4% |
| Ignite Planners, LLC | Wealth advisor | 32.4K | $1.2M | 0.2% | +9.6% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 29.1K | $1.1M | 0.0% | +12.6% |
| Paragon Private Wealth Management, LLC | Other | 27.2K | $1.0M | 0.3% | -3.9% |
| Creative Planning | Wealth advisor | 25.8K | $956K | 0.0% | -14.5% |
| Faithward Advisors, LLC | Other | 22.3K | $826K | 0.1% | +25.6% |
| Axim Planning & Wealth | Other | 21.9K | $811K | 1.0% | +6.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 21.7K | $804K | 0.0% | +16.7% |
| Westside Investment Management, Inc. | Diversified mechanical | 20.9K | $778K | 0.1% | +301.7% |
| Stirlingshire Investments, Inc. | Wealth advisor | 18.5K | $685K | 0.6% | -0.2% |
| JANE STREET GROUP, LLC | Market maker | 17.5K | $649K | 0.0% | -44.6% |
| Simplicity Wealth,LLC | Wealth advisor | 17.4K | $644K | 0.0% | -1.4% |
| Integrity Wealth Partners, LLC | Wealth advisor | 15.0K | $555K | 0.5% | — |
| UNIQUE WEALTH, LLC | Wealth advisor | 14.8K | $548K | 0.1% | +7.1% |
| Vise Technologies, Inc. | Wealth advisor | 14.5K | $535K | 0.0% | Held |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 13.1K | $486K | 0.0% | +19.0% |
| Carter Financial Group, INC. | Wealth advisor | 13.1K | $485K | 0.3% | -1.3% |
| Rossby Financial, LCC | Wealth advisor | 10.3K | $386K | 0.1% | -1.1% |
| VICTORY FINANCIAL GROUP, LLC | Wealth advisor | 10.0K | $372K | 0.0% | -32.9% |
| Revisor Wealth Management LLC | Other | 9.6K | $357K | 0.1% | New |
| Summit Financial, LLC | Wealth advisor | 8.2K | $303K | 0.0% | -0.9% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 7.0K | $261K | 0.0% | +17.8% |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | Wealth advisor | 6.9K | $257K | 0.1% | Held |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 6.0K | $222K | 0.0% | Held |
| Empirical Asset Management, LLC | Wealth advisor | 5.9K | $219K | 0.1% | +5.6% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 5.7K | $211K | 0.0% | Held |
| Latitude Advisors, LLC | Wealth advisor | 5.6K | $208K | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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