ZACKS SMALL/MID CAP ETF

Watch

Share

SMIZ·98888G204·US·ETF·Unknown - Unknown

SMIZ (ZACKS SMALL/MID CAP ETF) is held by 14 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($13.1M), Steward Partners Investment Advisory, LLC ($11.9M), TRUIST FINANCIAL CORP ($11.4M). Net institutional sentiment: Mixed.

14

Holders

(4 Elite)

$53.9M

Total Value

65% (17)

Consensus

11 buying - 6 selling

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

Smart Money Verdict

View all

Loading verdict

Institutional (13F)53

Insider (Form 4)63

Activist (13D/13G)67

Congressional (STOCK Act)30

Holder Quality

46

★★★★★

Elite

80

★★★★

Strong

54

★★★

Solid

12

★★

Below

33

★

Weak

Held by 14 funds

4 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	293,193(+42.9%)	$13.1M	0.0%	+5.10%	38
Steward Partners Investment Advisory, LLC	Increased	266,062(+6651x)	$11.9M	0.1%	-4.74%	45
TRUIST FINANCIAL CORP	Increased	254,812(+52.5%)	$11.4M	0.0%	+4.42%	39
LPL Financial LLC	Increased	213,976(+98.4%)	$9.5M	0.0%	+6.09%	44
Farther Finance Advisors, LLC	Increased	47,553(+133x)	$2.1M	0.0%	-4.62%	42
GOLDMAN SACHS GROUP INC	New	38,907	$1.7M	0.0%	-4.74%	36
AXXCESS WEALTH MANAGEMENT, LLC	New	30,080	$1.3M	0.0%	-4.74%	35
Creative Planning	Decreased	23,713(-8.1%)	$1.1M	0.0%	+41.35%	0
Sanctuary Advisors, LLC	Increased	21,733(+0.2%)	$969,713	0.0%	+18.26%	25
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	5,986	$267,095	0.0%	+30.23%	0
NewEdge Advisors, LLC	New	5,475	$244,295	0.0%	-4.74%	32
JANE STREET GROUP, LLC	Decreased	4,557(-74.0%)	$203,333	0.0%	+13.53%	0
OSAIC HOLDINGS, INC.	Increased	2,279(+1232.8%)	$101,687	0.0%	-2.60%	35
MGMERCER GLOBAL ADVISORS INC /ADV	New	605	$26,995	0.0%	-4.74%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$261,344	0.0%	+19.60%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$22,724	0.0%	+15.45%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Exited	0(-100.0%)	$2,298	0.0%	+15.45%	0
ASSETMARK, INC	Exited	0(-100.0%)	$3,670	0.0%	+15.45%	0

SMIZZACKS SMALL/MID CAP ETF

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

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