SMIZ ZACKS TRUST: institutional ownership and insider trading
71 funds reported holding $248M of ZACKS TRUST in their latest 13F filings; in Q2 2026 funds net bought $47.8M, with 16 new positions and 5 funds selling out.
Largest institutional holders of SMIZ
- Avior Wealth Management, LLC — $44.0M
- TRUE Private Wealth Advisors — $32.1M
- GeoWealth Management, LLC — $16.8M
- ENVESTNET ASSET MANAGEMENT INC — $13.1M
- Steward Partners Investment Advisory, LLC — $11.9M
- TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) — $11.4M
- CreativeOne Wealth, LLC — $10.9M
- CONTINENTAL INVESTORS SERVICES, INC. — $10.6M
- Sanchez Wealth Management Group — $9.73M
- LPL Financial LLC — $9.55M