ZACKS TRUST

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SMIZ·98888G204·US·etf·Unknown - Unknown

SMALL/MID CAP

SMIZ (ZACKS TRUST) is held by 15 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($7.6M), TRUIST FINANCIAL CORP ($6.3M), LPL Financial LLC ($4M). Net institutional sentiment: Bullish.

15

Holders

Avg rating(4 Elite)

$21M

Total Value

69% (16)

Fund Consensus

9 buying - 4 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how SMIZ's score breaks down across 4 SEC sources

Holder Quality

4

★★★★★

Elite

5

★★★★

Strong

6

★★★

Solid

0

★★

Below

1

★

Weak

Held by 15 funds

4 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (15)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	New	205,224	$7.6M	0.0%	+7.09%	38
TRUIST FINANCIAL CORP	New	167,134	$6.3M	0.0%	+7.09%	38
LPL Financial LLC	Increased	107,849(+4.8%)	$4M	0.0%	+16.33%	28
Creative Planning	Decreased	25,791(-14.5%)	$956,072	0.0%	+37.65%	0
Sanctuary Advisors, LLC	Increased	21,695(+16.7%)	$804,222	0.0%	+21.81%	29
JANE STREET GROUP, LLC	Decreased	17,508(-44.6%)	$649,022	0.0%	+10.55%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	7,050(+17.8%)	$261,344	0.0%	+10.94%	18
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	5,986	$221,901	0.0%	+26.81%	0
Beacon Pointe Advisors, LLC	Unchanged	5,692	$211,003	0.0%	+10.55%	0
WELLS FARGO & COMPANY/MN	New	613	$22,724	0.0%	+7.09%	29
Farther Finance Advisors, LLC	Increased	356(+0.3%)	$13,341	0.0%	+11.17%	18
OSAIC HOLDINGS, INC.	Decreased	171(-43.0%)	$6,338	0.0%	+31.17%	0
ASSETMARK, INC	New	99	$3,670	0.0%	+7.09%	21
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	62	$2,298	0.0%	+7.09%	18
Steward Partners Investment Advisory, LLC	Unchanged	40	$1,483	0.0%	+35.93%	0
AXXCESS WEALTH MANAGEMENT, LLC	Exited	0(-100.0%)	$1.8M	0.0%	+29.29%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer