ZACKS TRUST - SMALL/MID CAP (SMIZ) Institutional Ownership

CUSIP: 98888G204

13F Institutional Holders and Ownership History from Q4 2023 to Q4 2025

Type / Class
Equity / SMALL/MID CAP
Symbol
SMIZ
Price per share
$39.07
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,751,073
Total reported value
$139,192,683
% of total 13F portfolios
0%
Share change
+175,490
Value change
+$6,581,167
Number of holders
57
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 98888G204?
CUSIP 98888G204 identifies SMIZ - ZACKS TRUST - SMALL/MID CAP in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 57 institutional investors reported holding 3,751,073 shares of ZACKS TRUST - SMALL/MID CAP (SMIZ).

Institutional Holders of ZACKS TRUST - SMALL/MID CAP (SMIZ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,751,073 $139,192,683 +$6,581,167 $36.99 57
2025 Q3 3,395,693 $126,807,605 +$9,889,647 $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