Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / SMALL/MID CAP
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Number of holders
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33
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Total 13F shares, excl. options
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2.27M
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Shares change
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+430K
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Total reported value, excl. options
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$75.4M
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Value change
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+$14.3M
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Number of buys
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26
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Number of sells
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-4
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Price
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$33.18
Significant Holders of ZACKS TRUST - SMALL/MID CAP (SMIZ) as of Q4 2024
35 filings reported holding SMIZ - ZACKS TRUST - SMALL/MID CAP as of Q4 2024.
ZACKS TRUST - SMALL/MID CAP (SMIZ) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.27M shares
.
Largest 10 shareholders include TRUE Private Wealth Advisors (651K shares), Avior Wealth Management, LLC (561K shares), CreativeOne Wealth, LLC (159K shares), Wayfinding Financial, LLC (139K shares), Arete Wealth Advisors, LLC (108K shares), Prosperity Financial Group, Inc. (104K shares), AXXCESS WEALTH MANAGEMENT, LLC (100K shares), Advisory Services Network, LLC (70.7K shares), Strategic Blueprint, LLC (61K shares), and Balboa Wealth Partners (60.8K shares).
This table shows the top 33 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.