CUSIP: 98888G204
Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / SMALL/MID CAP
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Total 13F shares
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1,595,170
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Share change
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+935,186
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Total reported value
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$48,623,939
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Price per share
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$30.49
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Number of holders
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20
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Value change
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+$28,511,664
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Number of buys
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17
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Number of sells
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4
Quarterly Holders Quick Answers
What is CUSIP 98888G204?
CUSIP 98888G204 identifies SMIZ - ZACKS TRUST - SMALL/MID CAP in SEC institutional holdings data.
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Newer quarter:
Q3 2024
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Previous quarter:
Q1 2024
Recent filing periods for CUSIP 98888G204:
Institutional Holders of ZACKS TRUST - SMALL/MID CAP (SMIZ) as of Q2 2024
As of 30 Jun 2024,
ZACKS TRUST - SMALL/MID CAP (SMIZ) was held by
20 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,595,170 shares.
The largest 10 holders included
TRUE Private Wealth Advisors, Avior Wealth Management, LLC, Arete Wealth Advisors, LLC, Wayfinding Financial, LLC, AXXCESS WEALTH MANAGEMENT, LLC, Kowal Investment Group, LLC, CreativeOne Wealth, LLC, Balboa Wealth Partners, Advisory Services Network, LLC, and CITADEL ADVISORS LLC.
This page lists
20
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.