Zacks Small/Mid Cap ETF (SMIZ) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SMIZ. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Avior Wealth Management | 1,019,930 | $46M | INCREASED |
| True Private Wealth Advisors | 776,904 | $35M | INCREASED |
| Geowealth Management | 377,337 | $17M | INCREASED |
| Envestnet Asset Management | 293,193 | $13M | INCREASED |
| Steward Partners Investment Advisory | 266,062 | $12M | INCREASED |
Full institutional holdings, insider history, and congressional trades for Zacks Small/Mid Cap ETF on SentiSense.