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Zacks Small Cap ETF (SMIZ)

CUSIP: 98888G204 | NYSE | 99 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Avior Wealth Management, LLC1,074,859
1.2% of portfolio›$44.0M
True Private Wealth Advisors785,199
2.7% of portfolio›$32.1M
Truist Financial Corp260,577
0.0% of portfolio›$10.7M
LPL Financial LLC257,721
0.0% of portfolio›$10.5M
Koshinski Asset Management, Inc.155,079
0.3% of portfolio›$6.3M
Maia Wealth LLC83,739
0.5% of portfolio›$3.4M
Strategic Blueprint, LLC76,758
0.2% of portfolio›$3.1M
Navigation Wealth Management, Inc.62,106
3.9% of portfolio›$2.6M
Focused Alpha, LLC52,822
0.5% of portfolio›$2.2M
Prosperity Financial Group, Inc.50,018
0.6% of portfolio›$2.0M
Balboa Wealth Partners46,426
0.3% of portfolio›$1.9M
Cambridge Investment Research Advisors, Inc.45,311
0.0% of portfolio›$1.9K
Farther Finance Advisors, LLC44,755
0.0% of portfolio›$1.8M
Ignite Planners, LLC43,262
0.2% of portfolio›$1.8M
Advisory Solutions Group, LLC34,746
0.3% of portfolio›$1.4M
Ejmk Ventures LLC29,186
0.5% of portfolio›$1.2M
Westside Investment Management, Inc.24,285
0.1% of portfolio›$999.4K
Creative Planning21,407
0.0% of portfolio›$876.2K
PKS Advisory Services, LLC21,075
0.2% of portfolio›$940.4K
Stirlingshire Investments, Inc.18,362
0.5% of portfolio›$751.6K
Sanchez Wealth Management Group17,506
2.2% of portfolio›$716.5K
Integrity Wealth Partners, LLC17,397
0.6% of portfolio›$712.1K
Unique Wealth, LLC15,359
0.1% of portfolio›$628.6K
Revisor Wealth Management LLC14,905
0.2% of portfolio›$608.1K
Simplicity Wealth,LLC14,280
0.0% of portfolio›$584.5K
Carter Financial Group, Inc.12,186
0.3% of portfolio›$498.8K
Vann Equity Management LLC10,038
0.2% of portfolio›$410.9K
Rossby Financial, LCC9,979
0.1% of portfolio›$408.4K
GK Wealth Management LLC9,636
0.2% of portfolio›$394.4K
Latitude Advisors, LLC9,430
0.1% of portfolio›$386.0K
Cooper Financial Group8,832
0.0% of portfolio›$361.5K
CoreCap Advisors, LLC8,643
0.0% of portfolio›$353.8K
Independent Wealth Network Inc.8,232
0.1% of portfolio›$336.9K
Investment Advisory Services Inc6,932
0.1% of portfolio›$283.7K
PNC Financial Services Group, Inc.5,986
0.0% of portfolio›$245.0K
Compass Financial Management LLC970
0.0% of portfolio›$39.7K
Nova Financial LLC679
0.0% of portfolio›$27.8K
IFP Advisors, Inc77
0.0% of portfolio›$3.2K
StyleTurnoverLocationFiled
Avior Wealth Management, LLC
1,074,859$44.0M1.2%ETFMediumOmaha, NE2026-10-13
True Private Wealth Advisors
785,199$32.1M2.7%ETFMediumSalem, OR2026-10-19
Truist Financial Corp
260,577$10.7M0.0%CoreLowCharlotte, NC2026-10-30
LPL Financial LLC
257,721$10.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Koshinski Asset Management, Inc.
155,079$6.3M0.3%ETFLowDecatur, IL2026-10-29
Maia Wealth LLC
83,739$3.4M0.5%ETFMediumDenver, CO2026-10-19
Strategic Blueprint, LLC
76,758$3.1M0.2%ETFLowAtlanta, GA2026-10-22
Navigation Wealth Management, Inc.
62,106$2.6M3.9%ETFLowFort Collins, CO2026-11-03
Focused Alpha, LLC
52,822$2.2M0.5%CoreMediumDenver, CO2026-10-20
Prosperity Financial Group, Inc.
50,018$2.0M0.6%GrowthMediumSan Ramon, CA2026-10-29
Balboa Wealth Partners
46,426$1.9M0.3%Agg GrowthMediumScottsdale, AZ2026-10-20
Cambridge Investment Research Advisors, Inc.
45,311$1.9K0.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
44,755$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Ignite Planners, LLC
43,262$1.8M0.2%CoreLowSan Clemente, CA2026-10-14
Advisory Solutions Group, LLC
34,746$1.4M0.3%ETFN/APlymouth, MN2026-10-14
Ejmk Ventures LLC
29,186$1.2M0.5%GrowthMediumItasca, IL2026-10-21
Westside Investment Management, Inc.
24,285$999.4K0.1%GrowthLowSanta Monica, CA2026-11-02
Creative Planning
21,407$876.2K0.0%IndexVery LowOverland Park, KS2026-11-02
PKS Advisory Services, LLC
21,075$940.4K0.2%ETFMediumAlbany, NY2026-10-26
Stirlingshire Investments, Inc.
18,362$751.6K0.5%ETFMediumNew York, NY2026-11-05
Sanchez Wealth Management Group
17,506$716.5K2.2%ETFVery LowJacksonville, FL2026-11-02
Integrity Wealth Partners, LLC
17,397$712.1K0.6%ETFN/AWalnut Creek, CA2026-10-14
Unique Wealth, LLC
15,359$628.6K0.1%ETFMediumTampa, FL2026-10-16
Revisor Wealth Management LLC
14,905$608.1K0.2%CoreLowAkron, OH2026-10-20
Simplicity Wealth,LLC
14,280$584.5K0.0%ETFLowSummit, NJ2026-10-23
Carter Financial Group, Inc.
12,186$498.8K0.3%GrowthLowBarrington, IL2026-10-21
Vann Equity Management LLC
10,038$410.9K0.2%GrowthMediumPlano, TX2026-10-08
Rossby Financial, LCC
9,979$408.4K0.1%ETFMediumMelbourne, FL2026-11-05
GK Wealth Management LLC
9,636$394.4K0.2%GARPVery HighReno, NV2026-10-09
Latitude Advisors, LLC
9,430$386.0K0.1%ETFLowYorkville, IL2026-10-27
Cooper Financial Group
8,832$361.5K0.0%GrowthMediumIrvine, CA2026-10-07
CoreCap Advisors, LLC
8,643$353.8K0.0%ETFMediumSouthfield, MI2026-10-08
Independent Wealth Network Inc.
8,232$336.9K0.1%ETFMediumUrbandale, IA2026-10-19
Investment Advisory Services Inc
6,932$283.7K0.1%CoreLowThe Woodlands, TX2026-10-27
PNC Financial Services Group, Inc.
5,986$245.0K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Compass Financial Management LLC
970$39.7K0.0%CoreN/ATampa, FL2026-10-30
Nova Financial LLC
679$27.8K0.0%N/AN/ATucson, AZ2026-11-04
IFP Advisors, Inc
77$3.2K0.0%GrowthLowTampa, FL2026-10-16