ZACKS TRUST (SMIZ) is held by 14 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ENVESTNET ASSET MANAGEMENT INC as of Q2 2026.

Are institutions buying or selling SMIZ?

In Q2 2026, 10 institutions opened or increased positions in ZACKS TRUST while 6 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on SMIZ?

HoldingsIntel scores ZACKS TRUST across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for SMIZ. In Q2 2026, the institutional leg showed net inflows: 10 buying versus 6 selling.

How many hedge funds hold SMIZ?

14 institutional investors report holding ZACKS TRUST (SMIZ) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into SMIZ?

As of Q2 2026, tracked institutions in ZACKS TRUST show 10 buyers versus 6 sellers — net inflows.

ZACKS TRUST

SMIZ·98888G204·US·ETF

Holders

(3 Elite)

$54.2M

Total Value

63% (16)

Consensus

10 buying - 6 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 14 funds

3 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SMIZ.

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	Action
ENVESTNET ASSET MANAGEMENT INC	Increased	293,193(+42.9%)	$13.1M	0.0%	+3.04%	38
Steward Partners Investment Advisory, LLC	Increased	266,062(+6651x)	$11.9M	0.1%	-6.61%	45
TRUIST FINANCIAL CORP	Increased	254,812(+52.5%)	$11.4M	0.0%	+2.37%	39
LPL Financial LLC	Increased	213,976(+98.4%)	$9.5M	0.0%	+4.01%	44
Farther Finance Advisors, LLC	Increased	47,553(+133x)	$2.1M	0.0%	—	42
GOLDMAN SACHS GROUP INC	New	38,907	$1.7M	0.0%	-6.61%	36
AXXCESS WEALTH MANAGEMENT, LLC	New	30,080	$1.3M	0.0%	-6.61%	35
Creative Planning	Decreased	23,713(-8.1%)	$1.1M	0.0%	+38.58%	0
Sanctuary Advisors, LLC	Increased	21,733(+0.2%)	$969,713	0.0%	+15.94%	25
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	5,986	$267,095	0.0%	+27.67%	0
Beacon Pointe Advisors, LLC	Unchanged	5,692	$253,978	0.0%	+11.30%	0
NewEdge Advisors, LLC	New	5,475	$244,295	0.0%	-6.61%	32
JANE STREET GROUP, LLC	Decreased	4,557(-74.0%)	$203,333	0.0%	+11.30%	0
OSAIC HOLDINGS, INC.	Increased	2,279(+1232.8%)	$101,687	0.0%	-4.51%	35
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$261,344	0.0%	+19.60%	0
ASSETMARK, INC	Exited	0(-100.0%)	$3,670	0.0%	+15.45%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$2,298	0.0%	+15.45%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$22,724	0.0%	+15.45%	0

SMIZZACKS TRUST

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

ZACKS TRUST

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