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Disclosery

SMIZ ZACKS TRUST

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SMALL/MID CAP (fund)

60 managers (60 13F filers) reported a position in SMIZ shares at 2026-03-31, 4,634,717 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
60
13F filers
60
New
7
Added
27
Reduced
18
Sold out
4
Shares held by filers
4,634,717

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Avior Wealth Management, LLC887,974$32.9M0.93%+206,35313F-HRTimeline
TRUE Private Wealth Advisors671,534$24.9M2.37%+79,31713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC411,647$15.3M0.35%+6,05213F-HRTimelineGroup
GeoWealth Management, LLC295,505$11M0.39%+163,06813F-HRTimeline
Sanchez Wealth Management Group211,983$7.86M1.7%+3,05513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC205,224$7.61M<0.01%new13F-HRTimelineGroup
CONTINENTAL INVESTORS SERVICES, INC.179,114$7.59M7.17%+84,34713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP167,134$6.27M0.01%new13F-HRTimelineGroup
Wayfinding Financial, LLC149,398$5.54M2.4%-1,58113F-HRTimeline
Koshinski Asset Management, Inc.138,522$5.14M0.32%+26,39913F-HRTimeline
Arete Wealth Advisors, LLC116,404$4.31M0.32%-26,99313F-HR/ATimeline
LPL Financial LLC107,849$4M<0.01%+4,92213F-HRTimeline
Advisory Services Network, LLC78,015$2.89M0.04%-24,40013F-HRTimeline
Strategic Blueprint, LLC73,254$2.72M0.16%+4,50313F-HRTimeline
M1 Capital Management LLC70,414$2.61M1.2%+4,59413F-HRTimeline
Maia Wealth LLC64,516$2.39M0.4%+19,10513F-HRTimeline
Balboa Wealth Partners63,395$2.35M0.39%+5,97613F-HRTimeline
Navigation Wealth Management, Inc.58,744$2.18M7.85%-78613F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…51,239$1.9M0.7%-2,02313F-HRTimelineGroup
Bauman Advisory Group, LLC47,845$1.77M1.24%-2,20513F-HRTimeline
Advyzon Investment Management, LLC45,700$1.69M0.15%+9,15013F-HRTimeline
Strive Financial Group ,LLC45,293$1.68M0.89%+3,94813F-HRTimeline
Alteri Wealth LLC42,047$1.56M0.51%+3,11213F-HRTimeline
EJMK Ventures LLC40,208$1.49M0.83%-19,30613F-HRTimeline
Ignite Planners, LLC32,413$1.21M0.19%+2,83113F-HRTimeline
Cambridge Investment Research Advisors,…29,122$1.08M<0.01%+3,27013F-HRTimeline
Paragon Private Wealth Management, LLC27,236$1.01M0.32%-1,10113F-HRTimeline
Creative Planningin group Creative Planning25,791$956K<0.01%-4,38013F-HRTimelineGroup
Faithward Advisors, LLC22,285$826K0.12%+4,54413F-HRTimeline
Axim Planning & Wealth21,870$811K0.99%+1,25213F-HRTimeline
Sanctuary Advisors, LLC21,695$804K<0.01%+3,09813F-HRTimeline
Westside Investment Management, Inc.20,917$778K0.12%+15,71013F-HRTimeline
Stirlingshire Investments, Inc.18,490$685K0.6%-4013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,508$649K<0.01%-14,07113F-HRTimelineGroup
Simplicity Wealth,LLC17,380$644K0.04%-24813F-HRTimeline
Integrity Wealth Partners, LLC14,972$555K0.5%13F-HRTimeline
UNIQUE WEALTH, LLC14,781$548K0.08%+98513F-HRTimeline
Vise Technologies, Inc.14,456$535K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.13,109$486K0.01%+2,09413F-HRTimeline
Carter Financial Group, INC.13,092$485K0.3%-16813F-HRTimeline
Rossby Financial, LCC10,319$386K0.08%-11813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC10,032$372K0.05%-4,92313F-HRTimeline
Revisor Wealth Management LLC9,641$357K0.1%new13F-HRTimeline
Summit Financial, LLC8,177$303K<0.01%-7513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,050$261K<0.01%+1,06513F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…6,932$257K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,986$222K<0.01%013F-HRTimelineGroup
Empirical Asset Management, LLC5,903$219K0.06%+31413F-HRTimeline
Beacon Pointe Advisors, LLC5,692$211K<0.01%013F-HRTimeline
Latitude Advisors, LLC5,620$208K0.1%new13F-HRTimeline
CoreCap Advisors, LLC5,394$200K0.01%+1,98213F-HRTimeline
Arax Advisory Partners3,782$140K<0.01%-4013F-HRTimeline
Cornerstone Planning Group LLC671$28.5K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN613$22.7K<0.01%new13F-HR/ATimelineGroup
Farther Finance Advisors, LLC356$13.3K<0.01%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.171$6.34K<0.01%-12913F-HRTimelineGroup
IFP Advisors, Inc102$3.78K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC99$3.67K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…62$2.3K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…40$1.48K<0.01%013F-HRTimeline