Who owns Zacks Small/Mid Cap ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SMIZ from SEC Form 13F filings across 73 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 73 institutions disclosed 5.7M shares of Zacks Small/Mid Cap ETF worth $254.4M — about 122.9% of shares outstanding; the largest disclosed holder is Avior Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
73
13F holders
$254.4M
value, 2026 filers
122.9%
of shares outstanding (5.7M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SMIZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Avior Wealth Management, LLC | 1.0M | $45.5M | 1.2% | 22% | +14.9% |
| 2 | TRUE Private Wealth Advisors | 776,904 | $34.7M | 3.0% | 16.7% | +15.7% |
| 3 | GeoWealth Management, LLC | 377,337 | $16.8M | 0.5% | 8.1% | +27.7% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 293,193 | $13.1M | 0.0% | 6.3% | +42.9% |
| 5 | Steward Partners Investment Advisory, LLC | 266,062 | $11.9M | 0.1% | 5.7% | +665055.0% |
| 6 | TRUIST FINANCIAL CORP | 254,812 | $11.4M | 0.0% | 5.5% | +52.5% |
| 7 | CreativeOne Wealth, LLC | 244,611 | $10.9M | 0.2% | 5.3% | -40.6% |
| 8 | CONTINENTAL INVESTORS SERVICES, INC. | 244,244 | $10.6M | 8.3% | 5.3% | +36.4% |
| 9 | Sanchez Wealth Management Group | 218,094 | $9.7M | 1.7% | 4.7% | +2.9% |
| 10 | LPL Financial LLC | 213,976 | $9.5M | 0.0% | 4.6% | +98.4% |
| 11 | Strive Financial Group ,LLC | 205,799 | $9.2M | 4.0% | 4.4% | +354.4% |
| 12 | Koshinski Asset Management, Inc. | 148,231 | $6.6M | 0.4% | 3.2% | +7.0% |
| 13 | Arete Wealth Advisors, LLC | 113,896 | $5.1M | 0.3% | 2.5% | -2.2% |
| 14 | Strategic Blueprint, LLC | 79,321 | $3.5M | 0.2% | 1.7% | +8.3% |
| 15 | Advisory Services Network, LLC | 76,306 | $3.4M | 0.0% | 1.6% | -2.2% |
| 16 | Maia Wealth LLC | 72,018 | $3.2M | 0.5% | 1.6% | +11.6% |
| 17 | M1 Capital Management LLC | 71,943 | $3.2M | 1.2% | 1.5% | +2.2% |
| 18 | Navigation Wealth Management, Inc. | 67,317 | $3.0M | 4.1% | 1.4% | +14.6% |
| 19 | Balboa Wealth Partners | 54,640 | $2.4M | 0.3% | 1.2% | -13.8% |
| 20 | FOCUSED ALPHA, LLCNEW | 53,882 | $2.4M | 0.6% | 1.2% | new |
| 21 | Advyzon Investment Management, LLC | 52,211 | $2.3M | 0.2% | 1.1% | +14.2% |
| 22 | Prosperity Financial Group, Inc. | 51,779 | $2.3M | 0.7% | 1.1% | +1.1% |
| 23 | Farther Finance Advisors, LLC | 47,553 | $2.1M | 0.0% | 1% | +13257.6% |
| 24 | Alteri Wealth LLC | 40,908 | $1.8M | 0.5% | 0.9% | -2.7% |
| 25 | Golden State Wealth Management, LLCNEW | 39,660 | $1.8M | 0.2% | 0.9% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.