Who owns SMIZ?
Zacks Small/Mid Cap ETF · Zacks
73 institutions reported holding SMIZ, worth $255.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMIZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Avior Wealth Management, LLC | Omaha, NE | $45.5M | 1,019,930 | +131,956 shares |
| TRUE Private Wealth Advisors | Salem, OR | $34.7M | 776,904 | +105,370 shares |
| GeoWealth Management, LLC | Chicago, IL | $16.8M | 377,337 | +81,832 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $13.1M | 293,193 | +87,969 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $11.9M | 266,062 | +266,022 shares |
| Truist Financial Corp. | Charlotte, NC | $11.4M | 254,812 | +87,678 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $10.9M | 244,611 | −167,036 shares |
| Continental Investors Services, Inc. | Longview, WA | $10.6M | 244,244 | +65,130 shares |
| Sanchez Wealth Management Group | Jacksonville, FL | $9.7M | 218,094 | +6,111 shares |
| LPL Financial LLC | Fort Mill, SC | $9.5M | 213,976 | +106,127 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMIZ?
73 institutional managers reported holding SMIZ in Form 13F filings for June 30, 2026, worth $255.8M in total. The largest reported position was held by Avior Wealth Management, LLC, at $45.5M.
Did institutions buy or sell SMIZ last quarter?
Reported 13F value rose 48.5% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMIZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.