Who Owns SMIZ?
Zacks Small/Mid Cap ETF — Institutional Ownership & 13F Holdings
$41.42
+0.76 (+1.88%)
Market Cap
$206.4M
Shares Outstanding
4,673,524
Institutional Holders
38
Total Inst. Value
$78.1M
% of Float Held
—
QoQ Holder Change
+28
Institutional data as of Q1 2025
New Positions
12
Closed Positions
5
Increased
19
Decreased
6
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Avior Wealth Management, LLC | $19.3M | 639,284 |
| 2 | TRUE Private Wealth Advisors | $18.5M | 609,915 |
| 3 | CreativeOne Wealth, LLC | $9.9M | 327,630 |
| 4 | Sanchez Wealth Management GroupNew | $5.4M | 178,765 |
| 5 | Wayfinding Financial, LLC | $4.3M | 141,977 |
| 6 | Arete Wealth Advisors, LLC | $3.4M | 113,466 |
| 7 | Advisory Services Network, LLC | $2.5M | 81,480 |
| 8 | Strategic Blueprint, LLC | $1.9M | 64,113 |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $1.9M | 64,075 |
| 10 | Prosperity Financial Group, Inc. | $1.6M | 53,853 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Avior Wealth Management, LLC | +79K | $19.3M |
| CreativeOne Wealth, LLC | +168K | $9.9M |
| Sanchez Wealth Management GroupNew | +179K | $5.4M |
| Wayfinding Financial, LLC | +3K | $4.3M |
| Arete Wealth Advisors, LLC | +5K | $3.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Prosperity Financial Group, Inc. | -50K | $1.6M |
| TRUE Private Wealth Advisors | -41K | $18.5M |
| AXXCESS WEALTH MANAGEMENT, LLC | -36K | $1.9M |
| FLOW TRADERS U.S. LLC | -14K | $265K |
| Balboa Wealth Partners | -12K | $1.5M |
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Frequently Asked Questions
How many institutional investors hold SMIZ?
As of Q1 2025, 38 institutional investors report holding SMIZ (Zacks Small/Mid Cap ETF) in their 13F filings.
Which hedge fund owns the most SMIZ?
The largest institutional holder of SMIZ is Avior Wealth Management, LLC with $19.3M in shares.
Are institutions buying or selling SMIZ?
This quarter, 12 institutions opened new positions in SMIZ and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.