SMIZ

ZACKS SMALL/MID CAP ETF

Who Owns This Stock

Who Owns SMIZ

Other99.8%55 holders

Based on Q4 2025 13F filings + AC behavioral model

56 institutional holders

Top Holders

1.▼Avior Wealth Management, LLCother_unclassified

-3.0%$25213.2B

2.▼TRUE Private Wealth Advisorsother_unclassified

-0.4%$21906.1B

3.★CreativeOne Wealth, LLCother_unclassified

$15003.0B

4.▲Sanchez Wealth Management Groupother_unclassified

+9.6%$7728.3B

5.▲GeoWealth Management, LLCother_unclassified

+169.9%$4898.9B

6.▲Koshinski Asset Management, Inc.other_unclassified

+185.5%$4147.4B

7.▲LPL Financial LLCother_unclassified

+83.9%$3807.3B

8.▲CONTINENTAL INVESTORS SERVICES, INC.other_unclassified

+63.5%$3755.8B

9.★Advisory Services Network, LLCother_unclassified

$2853.6B

10.▲Strategic Blueprint, LLCother_unclassified

+8.8%$2543.1B

11.▲M1 Capital Management LLCother_unclassified

+15.1%$2434.7B

12.▲Navigation Wealth Management, Inc.other_unclassified

+6.8%$2202.0B

13.▲Balboa Wealth Partnersother_unclassified

+16.1%$2123.9B

14.★Prosperity Financial Group, Inc.other_unclassified

$1970.2B

15.★Bauman Advisory Group, LLCother_unclassified

$1851.3B

16.▼AXXCESS WEALTH MANAGEMENT, LLCother_unclassified

-2.1%$1843.2B

17.▼AXXCESS WEALTH MANAGEMENT, LLCother_unclassified

-2.1%$1843.2B

18.▲Maia Wealth LLCother_unclassified

+193.1%$1774.2B

19.★Strive Financial Group ,LLCother_unclassified

$1529.4B

20.▲Alteri Wealth LLCother_unclassified

+6.5%$1440.2B

Institutional Pressure

Market Regime:Strong Risk-Off (-0.62)

SELLINGBUYING

▲

Mild Selling Pressure

Other(99.8%)

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Dealer / Bank(0.2%)

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Facilitating

Updated daily · Based on Q4 2025 filings + AC behavioral model

Market data provided by TradingView and Finnhub.