Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SMALL/MID CAP
-
Total 13F shares
-
3,118,819
-
Share change
-
+91,461
-
Total reported value
-
$105,898,173
-
Price per share
-
$33.89
-
Number of holders
-
44
-
Value change
-
+$3,234,830
-
Number of buys
-
26
-
Number of sells
-
15
Institutional Holders of ZACKS TRUST - SMALL/MID CAP (SMIZ) as of Q2 2025
As of 30 Jun 2025,
ZACKS TRUST - SMALL/MID CAP (SMIZ) was held by
44 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,118,819 shares.
The largest 10 holders included
Avior Wealth Management, LLC, TRUE Private Wealth Advisors, CreativeOne Wealth, LLC, Sanchez Wealth Management Group, Wayfinding Financial, LLC, Arete Wealth Advisors, LLC, Creative Planning, Advisory Services Network, LLC, AXXCESS WEALTH MANAGEMENT, LLC, and Strategic Blueprint, LLC.
This page lists
45
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.