Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Institutional Ownership $36.65 +0.14 (+0.38%) Closing price 04:10 PM EasternExtended Trading$36.65 0.00 (0.00%) As of 05:53 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ)Number ofInstitutional Buyers(last 12 months)7TotalInstitutional Inflows(last 12 months)$10.25MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$383.60K Get SMIZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Zacks Small/Mid Cap Core Portfolio ETF stock? 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Skip Chart & View Institutional Buying and Selling Data SMIZ Institutional Buying and Selling by Quarter Zacks Small/Mid Cap Core Portfolio ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/22/2025 Carter Financial Group INC.16,382$555K0.4%N/A0.426% 8/11/2025 Alteri Wealth LLC24,011$814K0.3%+144.8%0.620% 7/30/2025 Strategic Blueprint LLC56,167$1.90M0.1%-12.4%1.449% 5/7/2025 Alteri Wealth LLC9,810$297K0.1%N/A0.269% 4/29/2025 Wayfinding Financial LLC141,977$4.30M1.9%+2.0%4.022% 4/29/2025 Strategic Blueprint LLC64,113$1.94M0.1%+5.0%1.816% 4/28/2025 Rossby Financial LCC7,468$227K0.1%N/A0.212% 4/25/2025 Westside Investment Management Inc.3,256$99K0.0%+66.5%0.092% 2/11/2025 Wayfinding Financial LLC139,166$4.76M2.5%-2.4%8.434% 1/23/2025 Strategic Blueprint LLC61,042$2.03M0.1%+12.0%3.700% 1/17/2025 Avior Wealth Management LLC560,743$18.61M0.7%+36.3%33.984% 11/8/2024 Avior Wealth Management LLC411,352$13.61M0.5%+12.3%24.930% 10/25/2024 Strategic Blueprint LLC54,519$1.80M0.1%N/A3.304% 5/1/2024 Avior Wealth Management LLC199,298$6.31M0.3%N/A18.454% 4/19/2024 Westside Investment Management Inc.1,822$57K0.0%N/A0.000% (Data available from 1/1/2016 forward) SMIZ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SMIZ shares? During the previous two years, the following institutional investors and hedge funds held shares of Zacks Small/Mid Cap Core Portfolio ETF shares: Avior Wealth Management LLC ($18.61M), Wayfinding Financial LLC ($4.30M), Strategic Blueprint LLC ($1.90M), Alteri Wealth LLC ($814K), Carter Financial Group INC. ($555K), and Rossby Financial LCC ($227K), and Westside Investment Management Inc. ($99K).Learn more on Zacks Small/Mid Cap Core Portfolio ETF's institutional investors. Which institutional investors have been buying Zacks Small/Mid Cap Core Portfolio ETF's stock? The following institutional investors have purchased Zacks Small/Mid Cap Core Portfolio ETF's stock in the last 24 months: Avior Wealth Management LLC ($393.80K), Strategic Blueprint LLC ($64.11K), Alteri Wealth LLC ($24.01K), Carter Financial Group INC. ($16.38K), Rossby Financial LCC ($7.47K), Westside Investment Management Inc. ($3.12K), and Wayfinding Financial LLC ($2.81K). How much institutional buying is happening at Zacks Small/Mid Cap Core Portfolio ETF? Institutional investors have bought a total of 310,584 shares in the last 24 months. This purchase volume represents approximately $10.25M in transactions. Which of Zacks Small/Mid Cap Core Portfolio ETF's major shareholders have been selling company stock? The following institutional investors have sold Zacks Small/Mid Cap Core Portfolio ETF stock in the last 24 months: Strategic Blueprint LLC ($7.95K), and Wayfinding Financial LLC ($3.45K). How much institutional selling is happening at Zacks Small/Mid Cap Core Portfolio ETF? Institutional investors have sold a total of 11,391 shares in the last 24 months. This volume of shares sold represents approximately $383.60K in transactions. Related Companies NBSM Major Shareholders FSCS Major Shareholders FSGS Major Shareholders MCHS Major Shareholders MSSM Major Shareholders CSMD Major Shareholders CGMM Major Shareholders RSMC Major Shareholders TMSL Major Shareholders QGRW Major Shareholders This page (NYSEARCA:SMIZ) was last updated on 8/28/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredElon’s BIGGEST warning yet?Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...Brownstone Research | SponsoredEveryone’s watching Nvidia right now. 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