Zacks Small/Mid Cap ETF (SMIZ)

ETF ยท NYSE Arca

Zacks Small/Mid Cap ETF (SMIZ) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 2, 2023.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
October 2, 2023

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 73 institutions reported holding SMIZ, with 5.7 million shares worth $254.4 million in aggregate. The largest reported holder was Avior Wealth Management, with 1.0 million shares worth $45.5 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.

InstitutionSharesValueQuarter change
Avior Wealth Management1,019,930$46MAdded 14.86%
True Private Wealth Advisors776,904$35MAdded 15.69%
Geowealth Management377,337$17MAdded 27.69%
Envestnet Asset Management293,193$13MAdded 42.86%
Steward Partners Investment Advisory266,062$12MAdded 665055%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SMIZ?

Zacks Small/Mid Cap ETF (SMIZ) is an exchange-traded fund listed on NYSE Arca, where it has traded since October 2, 2023.

Who are the largest institutional holders of SMIZ?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SMIZ were Avior Wealth Management, True Private Wealth Advisors and Geowealth Management.

How many institutions own SMIZ?

73 institutions reported a position in SMIZ for the quarter ended June 30, 2026, worth $254.4 million in total.

Did institutions buy or sell SMIZ last quarter?

Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for SMIZ.

Every reported institutional holder, plus insider and congressional trades in SMIZ, on SentiSense.