SMIZ Institutional Ownership & Shareholders
ZACKS SMALL/MID CAP ETF (SMIZ) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $230.64M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Avior Wealth Management, Llc is currently the largest disclosed institutional shareholder of SMIZ tracked by InsiderSet, reporting ownership valued at approximately $43.99M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $43.95M, representing an estimated loss of -0.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed SMIZ value among the investors covered in this analysis. Major shareholders include Avior Wealth Management, Llc, True Private Wealth Advisors, Geowealth Management, Llc, and several other long-term asset managers with concentrated positions in ZACKS SMALL/MID CAP ETF (SMIZ).
This page ranks the largest institutional SMIZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$230.64M
Largest Holder
Avior Wealth Management, Llc
Largest Position
$43.99M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
80
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Avior Wealth Management, Llc | 1.16% | 1,074,859 | $43,993,985 | $43,950,985 | -$43,000 | -0.10% | |
| True Private Wealth Advisors | 2.73% | 785,199 | $32,138,236 | $32,106,787 | -$31,449 | -0.10% | |
| Geowealth Management, Llc | 0.53% | 377,337 | $16,836,823 | $15,429,310 | -$1,407,513 | -8.36% | |
| Envestnet Asset Management Inc | 0.00% | 293,193 | $13,082,272 | $11,988,662 | -$1,093,610 | -8.36% | |
| Steward Partners Investment Advisory, Llc | 0.06% | 266,062 | $11,871,686 | $10,879,275 | -$992,411 | -8.36% | |
| Creativeone Wealth, Llc | 0.24% | 244,611 | $10,914,529 | $10,002,144 | -$912,385 | -8.36% | |
| Truist Financial Corp | 0.01% | 260,577 | $10,665,396 | $10,654,994 | -$10,402 | -0.10% | |
| Continental Investors Services, Inc. | 8.30% | 244,244 | $10,591,941 | $9,987,137 | -$604,804 | -5.71% | |
| Lpl Financial Llc | 0.00% | 213,976 | $9,547,589 | $8,749,479 | -$798,110 | -8.36% | |
| Strive Financial Group ,Llc | 3.99% | 205,799 | $9,182,751 | $8,415,121 | -$767,630 | -8.36% | |
| Koshinski Asset Management, Inc. | 0.33% | 155,079 | $6,347,388 | $6,341,180 | -$6,208 | -0.10% | |
| Arete Wealth Advisors, Llc | 0.34% | 113,896 | $5,082,077 | $4,657,207 | -$424,870 | -8.36% | |
| Maia Wealth Llc | 0.47% | 83,739 | $3,427,455 | $3,424,088 | -$3,367 | -0.10% | |
| Advisory Services Network, Llc | 0.04% | 76,306 | $3,404,763 | $3,120,152 | -$284,611 | -8.36% | |
| M1 Capital Management Llc | 1.19% | 71,943 | $3,210,096 | $2,941,749 | -$268,347 | -8.36% | |
| Strategic Blueprint, Llc | 0.15% | 76,758 | $3,141,687 | $3,138,635 | -$3,052 | -0.10% | |
| Navigation Wealth Management, Inc. | 4.14% | 67,317 | $3,003,685 | $2,752,592 | -$251,093 | -8.36% | |
| Advyzon Investment Management, Llc | 0.17% | 52,211 | $2,329,669 | $2,134,908 | -$194,761 | -8.36% | |
| Focused Alpha, Llc | 0.54% | 52,822 | $2,162,021 | $2,159,892 | -$2,129 | -0.10% | |
| Prosperity Financial Group, Inc. | 0.60% | 50,018 | $2,047,264 | $2,045,236 | -$2,028 | -0.10% | |
| Balboa Wealth Partners | 0.25% | 46,426 | $1,900,216 | $1,898,359 | -$1,857 | -0.10% | |
| Farther Finance Advisors, Llc | 0.01% | 44,755 | $1,831,834 | $1,830,032 | -$1,802 | -0.10% | |
| Alteri Wealth Llc | 0.50% | 40,908 | $1,825,294 | $1,672,728 | -$152,566 | -8.36% | |
| Ignite Planners, Llc | 0.23% | 43,262 | $1,761,218 | $1,768,983 | +$7,765 | +0.44% | |
| Goldman Sachs Group Inc | 0.00% | 38,907 | $1,736,030 | $1,590,907 | -$145,123 | -8.36% | |
| Rothschild Wealth Llc | 0.10% | 27,618 | $1,232,315 | $1,129,300 | -$103,015 | -8.36% | |
| Ejmk Ventures Llc | 0.50% | 29,186 | $1,194,583 | $1,193,416 | -$1,167 | -0.10% | |
| Wayfinding Financial, Llc | 0.43% | 25,334 | $1,130,000 | $1,035,907 | -$94,093 | -8.33% | |
| Westside Investment Management, Inc. | 0.13% | 24,285 | $999,362 | $993,014 | -$6,348 | -0.64% | |
| Faithward Advisors, Llc | 0.12% | 22,344 | $996,989 | $913,646 | -$83,343 | -8.36% | |
| Sanctuary Advisors, Llc | 0.00% | 21,733 | $969,713 | $888,662 | -$81,051 | -8.36% | |
| Pks Advisory Services, Llc | 0.15% | 21,075 | $940,367 | $861,757 | -$78,610 | -8.36% | |
| Creative Planning | 0.00% | 21,407 | $876,180 | $875,332 | -$848 | -0.10% | |
| Stirlingshire Investments, Inc. | 0.60% | 18,257 | $814,641 | $746,529 | -$68,112 | -8.36% | |
| Sanchez Wealth Management Group | 2.16% | 17,506 | $716,514 | $715,820 | -$694 | -0.10% | |
| Integrity Wealth Partners, Llc | 0.55% | 17,397 | $712,059 | $711,363 | -$696 | -0.10% | |
| Harbour Investments, Inc. | 0.01% | 14,832 | $661,804 | $606,480 | -$55,324 | -8.36% | |
| Unique Wealth, Llc | 0.07% | 15,359 | $628,644 | $628,030 | -$614 | -0.10% | |
| Revisor Wealth Management Llc | 0.15% | 14,905 | $608,057 | $609,465 | +$1,408 | +0.23% | |
| Simplicity Wealth,Llc | 0.02% | 14,280 | $584,480 | $583,909 | -$571 | -0.10% | |
| Carter Financial Group, Inc. | 0.25% | 12,186 | $498,785 | $498,286 | -$499 | -0.10% | |
| Rossby Financial, Lcc | 0.08% | 10,319 | $460,434 | $421,944 | -$38,490 | -8.36% | |
| Vann Equity Management Llc | 0.24% | 10,038 | $410,855 | $410,454 | -$401 | -0.10% | |
| Gk Wealth Management Llc | 0.22% | 9,636 | $394,378 | $394,016 | -$362 | -0.09% | |
| Latitude Advisors, Llc | 0.12% | 9,430 | $385,970 | $385,593 | -$377 | -0.10% | |
| Cooper Financial Group | 0.03% | 8,832 | $361,476 | $361,140 | -$336 | -0.09% | |
| Corecap Advisors, Llc | 0.01% | 8,643 | $353,758 | $353,412 | -$346 | -0.10% | |
| Independent Wealth Network Inc. | 0.08% | 8,232 | $336,936 | $336,606 | -$330 | -0.10% | |
| Summit Financial, Llc | 0.00% | 7,310 | $326,172 | $298,906 | -$27,266 | -8.36% | |
| Investment Advisory Services Inc | 0.08% | 6,932 | $283,727 | $283,449 | -$278 | -0.10% |
Frequently asked questions about SMIZ
Who are the largest institutional holders of SMIZ?
The largest institutional holders of SMIZ reported in the latest SEC Form 13F filings include Avior Wealth Management, Llc, True Private Wealth Advisors, Geowealth Management, Llc, Envestnet Asset Management Inc, and Steward Partners Investment Advisory, Llc. InsiderSet ranks institutional holders by their latest reported SMIZ position.
What is SMIZ institutional ownership?
This page tracks SMIZ positions reported by institutional investment managers through SEC Form 13F. ZACKS SMALL/MID CAP ETF (SMIZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMIZ?
InsiderSet currently tracks 63 institutional managers reporting SMIZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMIZ shareholders.
How much SMIZ stock do institutions own?
Institutional investment managers disclosed approximately $230.64M in SMIZ holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMIZ institutional ownership last updated?
The latest SMIZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMIZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMIZ position after the reporting date.
Are institutions buying or selling SMIZ?
Institutional buying and selling can be analyzed by comparing SMIZ positions across consecutive 13F reporting periods. InsiderSet's SMIZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMIZ ownership changes.
How has SMIZ institutional ownership changed over time?
InsiderSet tracks SMIZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.