Latest Period
Q1 2026
Security Snapshot
ZACKS TRUST - SMALL/MID CAP (SMIZ) Institutional Ownership
CUSIP: 98888G204
13F Institutional Holders and Ownership History from Q4 2023 to Q1 2026
Institutions Reporting
60
Shares (Excl. Options)
4,634,717
Price
$37.07
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- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 4,634,717
- Total reported value
- $172,837,350
- Portfolio coverage rank
- 0%
- Share change
- +879,123
- Value change
- +$33,117,919
- Number of holders
- 60
- Security type / class
- Equity / SMALL/MID CAP
- Symbol
- SMIZ
- Reported price per share
- $41.89
Latest holder snapshot
7 facts
Security identity
2 facts
Issuer context
1 fact
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Key facts
- SMIZ - ZACKS TRUST - SMALL/MID CAP is tracked under CUSIP 98888G204.
- 60 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 57 to 60 between Q4 2025 and Q1 2026.
- Reported value moved from $139,192,683 to $172,837,350.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 60 institutions filings for Q1 2026.
Security key
98888G204
Latest holder period
Q1 2026
13F holders
60
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 98888G204:
As of 31 Mar 2026, 60 institutional investors reported holding 4,634,717 shares of ZACKS TRUST - SMALL/MID CAP (SMIZ).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
10
Latest
Q1 2026
Rows shown
1-10 of 10
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 4,634,717 | $172,837,350 | +$33,117,919 | $37.07 | 60 |
| 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 |