Zacks Small/mid Cap ETF
$41.93+0.8%
+$51.0M
Net Activity
+22.91% total shares
Institutions Holding
74
Popularity Rank
#5244
Avg Weight
0.46%
Total Value
$254.4M
74 institutions currently hold SMIZ, with 50 net buyers and 26 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
26
Net Buying Institutions
50
Top 5 by Value
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Across its top 20 institutional holders, SMIZ's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 29/100).
SMIZ ranks #5244 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
SMIZ is a top-conviction position for Continental Investors Services, Inc. — at 8.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SMIZ belongs to Avior Wealth Management, LLC, but the position matters far more to Continental Investors Services, Inc., who has 8.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Avior Wealth Management, LLC has added to its SMIZ position for two straight quarters, increasing it by $20.3M to reach $45.5M today.
Wayfinding Financial, LLC has trimmed its SMIZ position for two straight quarters, cutting it by $4.5M while still holding $1.1M.
SMIZ is up 0.8% today, and institutions have been net buyers of $51.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
+$73.0M
Total Buy Value
$17.9M
Total Sell Value
50
Net Buyers
26
Net Sellers
SMIZ
Q2 2026
Top 5 Institutional Movers
+$12.6M
+$9.8M
+$7.5M
+$5.9M
SMIZ does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
98888G204
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
5,251
Total reported value
$1.3T
Held by 5251 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,144
Total reported value
$670.7B
Held by 5144 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
5,074
Total reported value
$1.1T
Held by 5074 institutions — one of the most-tracked stocks on AlphaSMO
Access SMIZ's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SMIZCLI
npx alphasmo stocks get SMIZ