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Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Institutional Ownership

$34.81 +0.66 (+1.93%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ)

Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$14.62M
Number of
Institutional Sellers
(last 12 months)
0
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SMIZ Institutional Buying and Selling by Quarter

Zacks Small/Mid Cap Core Portfolio ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Avior Wealth Management LLC560,743$18.61M0.7%+36.3%33.984%
11/8/2024 Avior Wealth Management LLC411,352$13.61M0.5%+12.3%24.930%
10/25/2024Strategic Blueprint LLC54,519$1.80M0.1%N/A3.304%
5/1/2024 Avior Wealth Management LLC199,298$6.31M0.3%N/A18.454%
4/19/2024 Westside Investment Management Inc.1,822$57K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SMIZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMIZ shares?

During the previous two years, the following institutional investors and hedge funds held shares of Zacks Small/Mid Cap Core Portfolio ETF shares: Avior Wealth Management LLC ($18.61M), and Strategic Blueprint LLC ($1.80M), Westside Investment Management Inc. ($57K).Learn more on SMIZ's institutional investors.

Which institutional investors have been buying Zacks Small/Mid Cap Core Portfolio ETF stock?

The following institutional investors have purchased Zacks Small/Mid Cap Core Portfolio ETF stock in the last 24 months: Avior Wealth Management LLC ($393.80K), Strategic Blueprint LLC ($54.52K), and Westside Investment Management Inc. ($1.82K).

How much institutional buying is happening at Zacks Small/Mid Cap Core Portfolio ETF?

Institutional investors have bought a total of 450,137 shares in the last 24 months. This purchase volume represents approximately $14.62M in transactions.



This page (NYSEARCA:SMIZ) was last updated on 1/21/2025 by MarketBeat.com Staff
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