Q2 2025 13F Holders as of 6/30/2025
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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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44
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Total 13F shares, excl. options
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3.12M
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Shares change
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+91.5K
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Total reported value, excl. options
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$106M
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Value change
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+$3.23M
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Number of buys
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26
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Number of sells
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-15
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Price
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$33.89
Significant Holders of ZACKS TRUST - SMALL/MID CAP (SMIZ) as of Q2 2025
46 filings reported holding SMIZ - ZACKS TRUST - SMALL/MID CAP as of Q2 2025.
ZACKS TRUST - SMALL/MID CAP (SMIZ) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.12M shares
.
Largest 10 shareholders include Avior Wealth Management, LLC (699K shares), TRUE Private Wealth Advisors (673K shares), CreativeOne Wealth, LLC (373K shares), Sanchez Wealth Management Group (184K shares), Wayfinding Financial, LLC (149K shares), Arete Wealth Advisors, LLC (130K shares), Creative Planning (105K shares), Advisory Services Network, LLC (98.8K shares), AXXCESS WEALTH MANAGEMENT, LLC (63.7K shares), and Strategic Blueprint, LLC (56.2K shares).
This table shows the top 44 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.