Zacks Small/Mid Cap ETF
SMIZ • ARCA
Zacks Small/Mid Cap ETF is an exchange-traded fund on ARCA. As of Q3 2025, 50 institutional investors hold shares in this ETF, with total holdings valued at $126.2M. Nelson, Van Denburg & Campbell Wealth Management Group, LLC is the largest holder with a position valued at $26.3M.
Overview
Overview of institutional ownership in SMIZ as of Q3 2025
All Institutions
- Institutions
- 50
- Value Held
- $126.2M
- Shares Held
- 3.4M
- Avg Position
- $2.5M
- Median Position
- $872.8K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in SMIZ as of Q3 2025
| Institution | Position Value |
|---|---|
$26.3M 0.85% of portfolio | |
 TRUE Private Wealth Advisors RIA/Wealth | $22.2M 2.28% of portfolio |
 Change Path, LLC RIA/Wealth | $14.7M 0.38% of portfolio |
 Sanchez Wealth Management Group RIA/Wealth | $7.1M 1.58% of portfolio |
V von Borstel & Associates, Inc. RIA/Wealth | $5.6M 0.90% of portfolio |
 Wayfinding Financial, LLC RIA/Wealth | $5.6M 2.69% of portfolio |
 Arete Wealth Advisors, LLC RIA/Wealth | $5.1M 0.34% of portfolio |
A Advisory Services Network, LLC RIA/Wealth | $4.0M 0.06% of portfolio |
 Strategic Blueprint, LLC RIA/Wealth | $2.4M 0.11% of portfolio |
C CONTINENTAL INVESTORS SERVICES, INC. RIA/Wealth | $2.1M 3.27% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SMIZ in Q3 2025
- Traded
- +$9.8M
- Buyers
- 32
- Sellers
- 18
- Total Bought
- +$16.8M
- Total Sold
- −$7.0M
- Avg Position
- $2.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
V von Borstel & Associates, Inc. RIA/Wealth | +$5.6M +149.6K shares |
 Koshinski Asset Management, Inc. RIA/Wealth | +$1.2M +33.0K shares |
 GeoWealth Management, LLC RIA/Wealth | +$1.2M +32.4K shares |
 Simplicity Wealth,LLC RIA/Wealth | +$987.6K +26.4K shares |
L LPL Financial LLC Institution | +$830.5K +22.2K shares |
 M1 Capital Management LLC RIA/Wealth | +$785.3K +21.0K shares |
Change Path, LLC RIA/Wealth | +$744.2K +19.9K shares |
 Axim Planning & Wealth RIA/Wealth | +$653.1K +17.5K shares |
C CONTINENTAL INVESTORS SERVICES, INC. RIA/Wealth | +$613.8K +16.6K shares |
 Ambassador Advisors, LLC RIA/Wealth | +$586.7K +15.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
TRUE Private Wealth Advisors RIA/Wealth | −$2.9M −78.4K shares |
 Creative Planning RIA/Wealth | −$2.3M −60.6K shares |
 AXXCESS WEALTH MANAGEMENT, LLC RIA/Wealth | −$479.2K −12.8K shares |
 Eqis Capital Management, Inc. RIA/Wealth | −$443.5K −13.1K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$400.8K −11.8K shares |
 Balboa Wealth Partners RIA/Wealth | −$221.9K −5.9K shares |
 Paragon Private Wealth Management, LLC RIA/Wealth | −$88.4K −2.4K shares |
−$58.9K −1.6K shares | |
 US BANCORP \DE\ Institution | −$28.9K −853.0 shares |
 Axiom Financial Strategies, LLC RIA/Wealth | −$21.1K −565.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SMIZ in Q3 2025
- New Positions
- 8
- New Value
- $8.1M
- Exited Positions
- 5
- Exited Value
- $904.8K
New Positions
| Institution | Position Value |
|---|---|
V von Borstel & Associates, Inc. RIA/Wealth | $5.6M 149.6K shares |
Axim Planning & Wealth RIA/Wealth | $653.1K 17.5K shares |
Ambassador Advisors, LLC RIA/Wealth | $586.7K 15.7K shares |
 VICTORY FINANCIAL GROUP, LLC RIA/Wealth | $550.8K 14.7K shares |
 HARBOUR INVESTMENTS, INC. RIA/Wealth | $376.1K 10.1K shares |
 Summit Financial, LLC RIA/Wealth | $277.1K 7.4K shares |
 Hanson McClain, Inc. RIA/Wealth | $35.8K 959.0 shares |
 Farther Finance Advisors, LLC RIA/Wealth | $7.7K 205.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Eqis Capital Management, Inc. RIA/Wealth | $443.5K 13.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $400.8K 11.8K shares |
US BANCORP \DE\ Institution | $28.9K 853.0 shares |
 CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | $16.9K 500.0 shares |
 Ameritas Advisory Services, LLC RIA/Wealth | $14.6K 431.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in SMIZ as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SMIZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
C CONTINENTAL INVESTORS SERVICES, INC. RIA/Wealth | 3.27% $2.1M |
N Navigation Wealth Management, Inc. RIA/Wealth | 3.17% $2.1M |
Wayfinding Financial, LLC RIA/Wealth | 2.69% $5.6M |
TRUE Private Wealth Advisors RIA/Wealth | 2.28% $22.2M |
Sanchez Wealth Management Group RIA/Wealth | 1.58% $7.1M |
M1 Capital Management LLC RIA/Wealth | 0.93% $2.1M |
V von Borstel & Associates, Inc. RIA/Wealth | 0.90% $5.6M |
0.85% $26.3M | |
 Prosperity Financial Group, Inc. RIA/Wealth | 0.76% $2.0M |
Axim Planning & Wealth RIA/Wealth | 0.52% $653.1K |