Who Owns Zacks Small/Mid Cap ETF (SMIZ)?Hedge Fund & Institutional Holders

$36.95-0.11 (-0.30%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5000000772800042e+247T

% of Float Held

—

QoQ Change in Holders

+9 / -2

Price History

$27.08$30.30$33.52$36.75$39.97Sep 24Jun 25Mar 26

SMIZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanchez Wealth Management GroupNew Position+209K+$7.7B
Koshinski Asset Management, Inc.Increased+73K+$2.7B
Strategic Blueprint, LLCNew Position+69K+$2.5B
GeoWealth Management, LLCIncreased+83K+$2.2B
Balboa Wealth PartnersNew Position+57K+$2.1B
Maia Wealth LLCIncreased+30K+$1.2B
Paragon Private Wealth Management, LLCNew Position+28K+$1.0B
Axim Planning & WealthNew Position+21K+$762.0M
Simplicity Wealth,LLCNew Position+18K+$652.0M
Advyzon Investment Management, LLCIncreased+14K+$518.4M
UNIQUE WEALTH, LLCNew Position+14K+$510.0M
CreativeOne Wealth, LLCIncreased+13K+$333.4M
M1 Capital Management LLCIncreased+9K+$298.4M
INVESTMENT ADVISORY SERVICES INC /TX /ADVNew Position+7K+$256.0M
Westside Investment Management, Inc.New Position+5K+$193.0M

SMIZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Avior Wealth Management, LLCDecreased-21K-$26.2B
Advisory Services Network, LLCDecreased-3K-$4.0B
AXXCESS WEALTH MANAGEMENT, LLCDecreased-1K-$1.9B
Creative PlanningDecreased-14K-$1.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-2K-$311.2M
Carter Financial Group, INC.Decreased-3K-$98.3M
Empirical Asset Management, LLCDecreased-2K-$71.1M
Allworth Financial LPClosed Position-959-$35.8M
Prosperity Financial Group, Inc.Decreased-133-$24.3M
Steward Partners Investment Advisory, LLCDecreased-332-$13.9M
von Borstel & Associates, Inc.Closed Position-150K-$5.6M
IFP Advisors, IncDecreased-1-$3.8M
TRUE Private Wealth AdvisorsDecreased-2K-$303K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CreativeOne Wealth, LLC405,595$15.0B0.36%Share
2Sanchez Wealth Management Group208,928$7.7B1.65%Share
3Koshinski Asset Management, Inc.112,123$4.1B0.27%Share
4GeoWealth Management, LLC132,437$4.0B0.15%Share
5Strategic Blueprint, LLC68,751$2.5B0.15%Share
6M1 Capital Management LLC65,820$2.4B1.02%Share
7Balboa Wealth Partners57,419$2.1B0.35%Share
8Prosperity Financial Group, Inc.53,262$2.0B0.71%Share
9Maia Wealth LLC45,411$1.8B0.30%Share
10Alteri Wealth LLC38,935$1.4B0.47%Share
11Advyzon Investment Management, LLC36,550$1.4B0.16%Share
12Ignite Planners, LLC29,582$1.1B0.17%Share
13Paragon Private Wealth Management, LLC27,584$1.0B0.31%Share
14Axim Planning & Wealth20,618$762.0M0.80%Share
15Simplicity Wealth,LLC17,628$652.0M0.04%Share
16VICTORY FINANCIAL GROUP, LLC14,955$553.0M0.07%Share
17UNIQUE WEALTH, LLC13,796$510.0M0.07%Share
18Carter Financial Group, INC.13,260$493.0M0.29%Share
19Rossby Financial, LCC10,437$386.0M0.12%Share
20Axiom Financial Strategies, LLC7,614$281.0M0.12%Share
21INVESTMENT ADVISORY SERVICES INC /TX /ADV6,932$256.0M0.08%Share
22Empirical Asset Management, LLC5,589$206.0M0.06%Share
23Westside Investment Management, Inc.3,507$131.0M0.02%Share
24CoreCap Advisors, LLC3,412$126.0M0.00%Share
25Westside Investment Management, Inc.1,700$62.0M0.01%Share
26Paragon Private Wealth Management, LLC753$27.0M0.01%Share
27Cornerstone Planning Group LLC671$26.0M0.00%Share
28Avior Wealth Management, LLC681,621$25.2M0.79%Share
29TRUE Private Wealth Advisors592,217$21.9M2.19%Share
30Retirement Wealth Solutions LLC496$18.0M0.01%Share
31Farther Finance Advisors, LLC355$13.0M0.00%Share
32Wayfinding Financial, LLC150,979$5.6M2.38%Share
33Arete Wealth Advisors, LLC143,397$5.3M0.32%Share
34CONTINENTAL INVESTORS SERVICES, INC.94,767$3.8M4.84%Share
35LPL Financial LLC102,927$3.0M0.00%Share
36Navigation Wealth Management, Inc.59,530$2.2M3.27%Share
37Bauman Advisory Group, LLC50,050$1.9M1.49%Share
38AXXCESS WEALTH MANAGEMENT, LLC49,829$1.8M0.01%Share
39Strive Financial Group ,LLC41,345$1.5M0.76%Share
40JANE STREET GROUP, LLC31,579$1.0M0.00%Share
41Stirlingshire Investments, Inc.18,530$689K0.61%Share
42Sanctuary Advisors, LLC18,597$687K0.00%Share
43Faithward Advisors, LLC17,741$656K0.10%Share
44Sanctuary Advisors, LLC14,498$491K0.00%Share
45Sanctuary Advisors, LLC14,498$491K0.00%Share
46Sanctuary Advisors, LLC14,498$438K0.00%Share
47Sanctuary Advisors, LLC14,498$438K0.00%Share
48HARBOUR INVESTMENTS, INC.11,015$407K0.01%Share
49Vantus Wealth LLC10,451$386K0.28%Share
50Advisory Services Network, LLC77,145$2K0.00%Share

SMIZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202556$51.3B+20
Q3 202536$65.0B-6
Q2 202542$71.1B+4
Q1 202538$63.4B+7
Q4 202431$18.6T+15
Q3 202416$13.6T+0
Q2 202416$2.3B+6
Q1 202410$1.7B—

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As of Q4 2025, 50 institutional investors hold SMIZ (Zacks Small/Mid Cap ETF). The largest holder is CreativeOne Wealth, LLC with $15.0B in shares. This quarter, 9 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SMIZ?

As of Q4 2025, 50 institutional investors report holding SMIZ (Zacks Small/Mid Cap ETF) in their 13F filings.

Who is the largest institutional holder of SMIZ?

The largest institutional holder of SMIZ is CreativeOne Wealth, LLC with $15.0B in shares.

Is institutional ownership of SMIZ increasing or decreasing?

This quarter, 9 institutions opened new positions in SMIZ and 2 closed their positions.