As of 30 Sep 2025, 51 institutional investors reported holding 3,395,694 shares of ZACKS TRUST - SMALL/MID CAP (SMIZ).
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 699,325 | $25,868,040 | -$602,049 | $36.99 | 4 |
| 2025 Q3 | 3,395,694 | $126,807,636 | +$9,889,691 | $37.35 | 51 |
| 2025 Q2 | 3,118,819 | $105,898,173 | +$3,234,842 | $33.89 | 44 |
| 2025 Q1 | 3,010,976 | $91,103,399 | +$22,804,727 | $30.26 | 38 |
| 2024 Q4 | 2,266,283 | $75,379,587 | +$14,297,138 | $33.18 | 33 |
| 2024 Q3 | 1,957,896 | $64,700,868 | +$12,150,966 | $33.10 | 23 |
| 2024 Q2 | 1,595,170 | $48,623,939 | +$28,511,664 | $30.49 | 20 |
| 2024 Q1 | 659,984 | $20,712,181 | +$10,191,998 | $31.64 | 15 |
| 2023 Q4 | 356,112 | $10,173,008 | +$10,173,008 | $28.57 | 6 |