SMIZ ZACKS TRUST
FollowSMALL/MID CAP (fund)
Filings received so far for Q3 2026: 5 13F filers report a position in SMIZ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 44,755 | $1.83M | 0.01% | -2,798 | 13F-HRTimeline |
| Vann Equity Management LLC | 10,038 | $411K | 0.24% | -1,921 | 13F-HRTimeline |
| GK Wealth Management LLC | 9,636 | $394K | 0.22% | -9,676 | 13F-HRTimeline |
| Cooper Financial Group | 8,832 | $361K | 0.03% | +1,924 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 8,643 | $354K | 0.01% | +2,593 | 13F-HRTimeline |