SMIZ

Zacks Small Mid Cap Etf

Latest period2026 - Q1Total superinvestors60

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 60 superinvestors own shares of Zacks Small Mid Cap Etf (SMIZ), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Zacks Small Mid Cap Etf (SMIZ), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Zacks Small Mid Cap Etf (SMIZ) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Zacks Small Mid Cap Etf (SMIZ) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Aryn Sands@Avior Wealth Management, Llc Recent Activity Increased 30.28%	0.94%	$32.917M 887,974 shares@ 37.08 avg price	Increased 30.28%
Madison Laughlin@True Private Wealth Advisors Recent Activity Increased 13.4%	2.38%	$24.894M 671,534 shares@ 37.08 avg price	Increased 13.4%
Chang Shin@Creativeone Wealth, Llc Recent Activity Increased 1.5%	0.36%	$15.26M 411,647 shares@ 37.08 avg price	Increased 1.5%
Evan Lieberman@Geowealth Management, Llc Recent Activity Increased 123.13%	0.4%	$10.954M 295,505 shares@ 37.08 avg price	Increased 123.13%
Christen Sanchez@Sanchez Wealth Management Group Recent Activity Increased 1.47%	1.7%	$7.858M 211,983 shares@ 37.08 avg price	Increased 1.47%
Sean P. Skuja@Envestnet Asset Management Inc Recent Activity New Position	0.01%	$7.608M 205,224 shares@ 37.08 avg price	New Position
Aryn Sands@Continental Investors Services, Inc. Recent Activity Increased 89.01%	7.17%	$7.585M 179,114 shares@ 42.35 avg price	Increased 89.01%
Caroline D. Hoang@Truist Financial Corp Recent Activity New Position	0.01%	$6.269M 167,134 shares@ 37.51 avg price	New Position
Rod Ehrlich@Wayfinding Financial, Llc Recent Activity Decreased -1.04%	2.41%	$5.538M 149,398 shares@ 37.07 avg price	Decreased -1.04%
Lori L. Fuerstenberg@Koshinski Asset Management, Inc. Recent Activity Increased 23.55%	0.33%	$5.135M 138,522 shares@ 37.08 avg price	Increased 23.55%

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