ZACKS TRUST - SMALL/MID CAP (SMIZ)
Historical Holders from Q4 2023 to Q3 2025
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Symbol
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SMIZ
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CUSIP
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98888G204
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Type / Class
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Equity / SMALL/MID CAP
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All holders as of September 30, 2025
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Q3 2025
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Total 13F shares, excl. options
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3.38M
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Holdings value
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$126M
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% of all portfolios
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0.003%
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Grand Portfolio weight change
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+0%
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Number of holders
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50
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Number of buys
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32
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Number of sells
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-18
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Average Value change %
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+0%
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Average buys %
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+0%
-
Average sells %
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0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors