SMIZ

Zacks Small/Mid Cap ETF
$36.95-0.11 (-0.30%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

6.816215922174056e+237B

Total Value

$2.5213219061500078e+165T

% of Float

Price History

$27.08$30.30$33.52$36.75$39.97Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Avior Wealth Management, LLC681,621$25.2M0.79%Share
2TRUE Private Wealth Advisors592,217$21.9M2.19%Share
3CreativeOne Wealth, LLC405,595$15.0M0.36%Share
4Sanchez Wealth Management Group208,928$7.7M1.65%Share
5Wayfinding Financial, LLC150,979$5.6M2.38%Share
6Arete Wealth Advisors, LLC143,397$5.3M0.32%Share
7Koshinski Asset Management, Inc.112,123$4.1M0.27%Share
8GeoWealth Management, LLC132,437$4.0M0.15%Share
9CONTINENTAL INVESTORS SERVICES, INC.94,767$3.8M4.84%Share
10LPL Financial LLC102,927$3.0M0.00%Share
11Strategic Blueprint, LLC68,751$2.5M0.15%Share
12M1 Capital Management LLC65,820$2.4M1.02%Share
13Navigation Wealth Management, Inc.59,530$2.2M3.27%Share
14Balboa Wealth Partners57,419$2.1M0.35%Share
15Advisory Services Network, LLC77,145$2.0M0.03%Share
16Prosperity Financial Group, Inc.53,262$2.0M0.71%Share
17Bauman Advisory Group, LLC50,050$1.9M1.49%Share
18AXXCESS WEALTH MANAGEMENT, LLC49,829$1.8M0.01%Share
19Maia Wealth LLC45,411$1.8M0.30%Share
20Strive Financial Group ,LLC41,345$1.5M0.76%Share
21Alteri Wealth LLC38,935$1.4M0.47%Share
22Advyzon Investment Management, LLC36,550$1.4M0.16%Share
23Ignite Planners, LLC29,582$1.1M0.17%Share
24Paragon Private Wealth Management, LLC27,584$1.0M0.31%Share
25JANE STREET GROUP, LLC31,579$1.0M0.00%Share
26Creative Planning30,171$1.0M0.00%Share
27Axim Planning & Wealth20,618$762K0.80%Share
28Stirlingshire Investments, Inc.18,530$689K0.61%Share
29Sanctuary Advisors, LLC18,597$687K0.00%Share
30Faithward Advisors, LLC17,741$656K0.10%Share
31Simplicity Wealth,LLC17,628$652K0.04%Share
32VICTORY FINANCIAL GROUP, LLC14,955$553K0.07%Share
33UNIQUE WEALTH, LLC13,796$510K0.07%Share
34Carter Financial Group, INC.13,260$493K0.29%Share
35Sanctuary Advisors, LLC14,498$491K0.00%Share
36Sanctuary Advisors, LLC14,498$491K0.00%Share
37Sanctuary Advisors, LLC14,498$438K0.00%Share
38Sanctuary Advisors, LLC14,498$438K0.00%Share
39HARBOUR INVESTMENTS, INC.11,015$407K0.01%Share
40Vantus Wealth LLC10,451$386K0.28%Share
41Rossby Financial, LCC10,437$386K0.12%Share
42Axiom Financial Strategies, LLC7,614$281K0.12%Share
43INVESTMENT ADVISORY SERVICES INC /TX /ADV6,932$256K0.08%Share
44Empirical Asset Management, LLC5,589$206K0.06%Share
45Westside Investment Management, Inc.3,507$131K0.02%Share
46CoreCap Advisors, LLC3,412$126K0.00%Share
47Westside Investment Management, Inc.1,700$62K0.01%Share
48Paragon Private Wealth Management, LLC753$27K0.01%Share
49Cornerstone Planning Group LLC671$26K0.00%Share
50Retirement Wealth Solutions LLC496$18K0.01%Share