Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / SMALL/MID CAP
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
3.01M
-
Shares change
-
+756K
-
Total reported value, excl. options
-
$91.1M
-
Value change
-
+$22.8M
-
Number of buys
-
30
-
Number of sells
-
-8
-
Price
-
$30.26
Significant Holders of ZACKS TRUST - SMALL/MID CAP (SMIZ) as of Q1 2025
40 filings reported holding SMIZ - ZACKS TRUST - SMALL/MID CAP as of Q1 2025.
ZACKS TRUST - SMALL/MID CAP (SMIZ) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.01M shares
.
Largest 10 shareholders include Avior Wealth Management, LLC (639K shares), TRUE Private Wealth Advisors (610K shares), CreativeOne Wealth, LLC (328K shares), Creative Planning (311K shares), Sanchez Wealth Management Group (179K shares), Wayfinding Financial, LLC (142K shares), Arete Wealth Advisors, LLC (113K shares), Advisory Services Network, LLC (81.5K shares), LPL Financial LLC (64.8K shares), and Strategic Blueprint, LLC (64.1K shares).
This table shows the top 38 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.