ZACKS TRUST

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

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.

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%	+12.32%	38
TRUIST FINANCIAL CORP	New	167,134	$6.3M	0.0%	+12.32%	38
LPL Financial LLC	Increased	107,849(+4.8%)	$4M	0.0%	+22.01%	28
Creative Planning	Decreased	25,791(-14.5%)	$956,072	0.0%	+44.36%	0
Sanctuary Advisors, LLC	Increased	21,695(+16.7%)	$804,222	0.0%	+27.75%	29
JANE STREET GROUP, LLC	Decreased	17,508(-44.6%)	$649,022	0.0%	+15.95%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	7,050(+17.8%)	$261,344	0.0%	+16.35%	18
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	5,986	$221,901	0.0%	+33.00%	0
Beacon Pointe Advisors, LLC	Unchanged	5,692	$211,003	0.0%	+15.95%	0
WELLS FARGO & COMPANY/MN	New	613	$22,724	0.0%	+12.32%	29
Farther Finance Advisors, LLC	Increased	356(+0.3%)	$13,341	0.0%	+16.60%	18
OSAIC HOLDINGS, INC.	Decreased	171(-43.0%)	$6,338	0.0%	+37.57%	0
ASSETMARK, INC	New	99	$3,670	0.0%	+12.32%	21
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	62	$2,298	0.0%	+12.32%	18
Steward Partners Investment Advisory, LLC	Unchanged	40	$1,483	0.0%	+42.57%	0
AXXCESS WEALTH MANAGEMENT, LLC	Exited	0(-100.0%)	$1.8M	0.0%	+29.29%	0

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