Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Institutional Ownership $32.20 -0.08 (-0.24%) As of 03:41 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ)Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$9.21MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$114.31K Get SMIZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Zacks Small/Mid Cap Core Portfolio ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address 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 CompanyDetails5/7/2025 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 ($1.94M), Alteri Wealth LLC ($297K), and Rossby Financial LCC ($227K), Westside Investment Management Inc. ($99K).Learn more on SMIZ's institutional investors. Which institutional investors have been buying Zacks Small/Mid Cap Core Portfolio ETF stock? The following institutional investors have purchased Zacks Small/Mid Cap Core Portfolio ETF stock in the last 24 months: Avior Wealth Management LLC ($393.80K), Strategic Blueprint LLC ($64.11K), Alteri Wealth LLC ($9.81K), 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 481,121 shares in the last 24 months. This purchase volume represents approximately $15.57M in transactions. Which Zacks Small/Mid Cap Core Portfolio ETF 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: 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 3,445 shares in the last 24 months. This volume of shares sold represents approximately $114.31K in transactions. Related Companies NBSM Major Shareholders FSCS Major Shareholders CGMM Major Shareholders MCHS Major Shareholders MSSM Major Shareholders CSMD Major Shareholders RSMC Major Shareholders TMSL Major Shareholders QGRW Major Shareholders FSMD Major Shareholders This page (NYSEARCA:SMIZ) was last updated on 5/23/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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