Zacks Small/Mid Cap ETFSMIZETF
13F holders, Q1 2024 (March 31)15holders
1famous investor
$31.38avg. 13F price*
At the end of Q1 2024, 15 institutions reported holding Zacks Small/Mid Cap ETF (SMIZ) in their 13F filings. The largest holders were Avior Wealth Management, LLC ($6.3M), Wayfinding Financial, LLC ($4.4M) and Arete Wealth Advisors, LLC ($3.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Zacks Small/Mid Cap ETF
- Filed as
- ZACKS TRUST (Q1 2024)
- CUSIP
- 98888G204
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.8M |
| Exits | 2 | $6.9M |
Ownership 15 holders
| Avior Wealth Management, LLC | 0.29% | New | 199,298 | $6.3M |
| Wayfinding Financial, LLC | 2.58% | New | 144,336 | $4.4M |
| Arete Wealth Advisors, LLC | 0.36% | Add +170.2% | 124,258 | $3.9M |
| Kowal Investment Group, LLC | 0.35% | Add +40.0% | 51,275 | $1.6M |
| CreativeOne Wealth, LLC | 0.03% | New | 27,388 | $867K |
| Advisory Services Network, LLC | 0.02% | Add +82.4% | 24,366 | $771K |
| CoreCap Advisors, LLC | 0.03% | New | 18,864 | $597K |
| LifePro Asset Management | 0.36% | Add +0.2% | 17,000 | $538K |
| Citadel Advisors | 0.00% | New | 15,771 | $499K |
| Freedom Investment Management, Inc. | 0.04% | New | 14,358 | $454K |
| Continental Investors Services, Inc. | 0.94% | New | 12,678 | $398K |
| Ignite Planners, LLC | 0.07% | New | 7,990 | $251K |
| Westside Investment Management, Inc. | 0.01% | New | 1,822 | $57K |
| Cornerstone Planning Group LLC | 0.01% | New | 549 | $17K |
| UBS Group AG | 0.00% | New | 31 | $981 |
"% of holder's portfolio" is SMIZ's weight in each manager's 13F, not the share of Zacks Small/Mid Cap ETF the manager owns.