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Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Institutional Ownership

$42.43 +0.90 (+2.17%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$9.81M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$489.97K
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026Strive Financial Group LLC41,345$1.53M0.8%N/A0.865%
2/17/2026Advisory Services Network LLC102,415$3.79M0.1%-3.2%2.143%
2/13/2026 Carter Financial Group INC.13,260$494K0.3%-16.3%0.277%
2/12/2026Rossby Financial LCC10,437$386K0.1%+40.5%0.218%
2/12/2026Wayfinding Financial LLC150,979$5.62M2.4%+1.3%3.159%
2/11/2026Alteri Wealth LLC38,935$1.44M0.5%+6.5%0.815%
2/2/2026Cornerstone Planning Group LLC671$26K0.0%N/A0.014%
1/30/2026 Strategic Blueprint LLC68,751$2.54M0.1%+8.8%1.438%
1/13/2026 CoreCap Advisors LLC3,412$126K0.0%+11,665.5%0.075%
11/14/2025von Borstel & Associates Inc.149,605$5.59M0.9%N/A3.676%
11/10/2025Alteri Wealth LLC36,565$1.37M0.5%+52.3%0.898%
10/23/2025 Strategic Blueprint LLC63,219$2.36M0.1%+12.6%1.569%
8/22/2025 Carter Financial Group INC.16,382$555K0.4%N/A0.426%
8/11/2025Alteri Wealth LLC24,011$814K0.3%+144.8%0.620%
7/30/2025 Strategic Blueprint LLC56,167$1.90M0.1%-12.4%1.449%
5/7/2025Alteri Wealth LLC9,810$297K0.1%N/A0.269%
4/29/2025Wayfinding Financial LLC141,977$4.30M1.9%+2.0%4.022%
4/29/2025Strategic Blueprint LLC64,113$1.94M0.1%+5.0%1.816%
4/28/2025Rossby Financial LCC7,468$227K0.1%N/A0.212%
4/25/2025Westside Investment Management Inc.3,256$99K0.0%+66.5%0.092%
2/11/2025Wayfinding Financial LLC139,166$4.76M2.5%-2.4%8.434%
1/23/2025Strategic Blueprint LLC61,042$2.03M0.1%+12.0%3.700%
1/17/2025Avior Wealth Management LLC560,743$18.61M0.7%+36.3%33.984%
11/8/2024Avior Wealth Management LLC411,352$13.61M0.5%+12.3%24.930%
10/25/2024Strategic Blueprint LLC54,519$1.80M0.1%N/A3.304%
5/1/2024Avior Wealth Management LLC199,298$6.31M0.3%N/A18.454%
4/19/2024Westside Investment Management Inc.1,822$57K0.0%N/A0.000%


SMIZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMIZ shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Zacks Small/Mid Cap Core Portfolio ETF. The most heavily invested institutionals were Avior Wealth Management LLC ($18.61M), Wayfinding Financial LLC ($5.62M), von Borstel & Associates Inc. ($5.59M), Advisory Services Network LLC ($3.79M), Strategic Blueprint LLC ($2.54M), Strive Financial Group LLC ($1.53M), and Alteri Wealth LLC ($1.44M).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?

Of the 11 institutional investors that purchased Zacks Small/Mid Cap Core Portfolio ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Avior Wealth Management LLC ($194.50K), von Borstel & Associates Inc. ($149.61K), Strategic Blueprint LLC ($76.70K), Strive Financial Group LLC ($41.35K), Alteri Wealth LLC ($38.94K), Carter Financial Group INC. ($16.38K), and Rossby Financial LCC ($10.47K).

How much institutional buying is happening at Zacks Small/Mid Cap Core Portfolio ETF?

Institutional investors have bought a total of 267,823 shares in the last 24 months. This purchase volume represents approximately $9.81M 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), Advisory Services Network LLC ($3.39K), and Carter Financial Group INC. ($2.57K).

How much institutional selling is happening at Zacks Small/Mid Cap Core Portfolio ETF?

Institutional investors have sold a total of 13,912 shares in the last 24 months. This volume of shares sold represents approximately $489.97K in transactions.


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This page (NYSEARCA:SMIZ) was last updated on 5/5/2026 by MarketBeat.com Staff.
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