Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
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Equity / SMALL/MID CAP
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Number of holders
-
23
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Total 13F shares, excl. options
-
1.96M
-
Shares change
-
+363K
-
Total reported value, excl. options
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$64.7M
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Value change
-
+$12.2M
-
Number of buys
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16
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Number of sells
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-9
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Price
-
$33.10
Significant Holders of ZACKS TRUST - SMALL/MID CAP (SMIZ) as of Q3 2024
27 filings reported holding SMIZ - ZACKS TRUST - SMALL/MID CAP as of Q3 2024.
ZACKS TRUST - SMALL/MID CAP (SMIZ) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.96M shares
.
Largest 10 shareholders include TRUE Private Wealth Advisors (583K shares), Avior Wealth Management, LLC (411K shares), Wayfinding Financial, LLC (143K shares), Kowal Investment Group, LLC (127K shares), CreativeOne Wealth, LLC (121K shares), Prosperity Financial Group, Inc. (100K shares), AXXCESS WEALTH MANAGEMENT, LLC (99.1K shares), Arete Wealth Advisors, LLC (96.2K shares), Strategic Blueprint, LLC (54.5K shares), and Balboa Wealth Partners (42.4K shares).
This table shows the top 23 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.