Zacks Small/Mid Cap Core Portfolio ETF (SMIZ) Institutional Ownership $32.30 -1.07 (-3.21%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for Zacks Small/Mid Cap Core Portfolio ETF (NYSEARCA:SMIZ)Number ofInstitutional Buyers(last 12 months)3TotalInstitutional Inflows(last 12 months)$14.83MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$114.31K Get SMIZ Insider Trade Alerts Want to know when executives and insiders are buying or selling Zacks Small/Mid Cap Core Portfolio ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SMIZ Institutional Buying and Selling by Quarter Zacks Small/Mid Cap Core Portfolio ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/11/2025 Wayfinding Financial LLC139,166$4.76M2.5%-2.4%8.434% 1/23/2025 Strategic Blueprint LLC61,042$2.03M0.1%+12.0%3.700% 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% 10/25/2024 Strategic 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), Wayfinding Financial LLC ($4.76M), and Strategic Blueprint LLC ($2.03M), 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 ($61.04K), 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 456,660 shares in the last 24 months. This purchase volume represents approximately $14.83M in transactions. Which Zacks Small/Mid Cap Core Portfolio ETF major shareholders have been selling company stock? The following institutional investors have sold Zacks Small/Mid Cap Core Portfolio ETF stock in the last 24 months: Wayfinding Financial LLC ($3.45K). How much institutional selling is happening at Zacks Small/Mid Cap Core Portfolio ETF? Institutional investors have sold a total of 3,445 shares in the last 24 months. This volume of shares sold represents approximately $114.31K in transactions. Related Companies NBSM Major Shareholders FSCS Major Shareholders MCHS Major Shareholders CSMD Major Shareholders TMSL Major Shareholders RSMC Major Shareholders FSMD Major Shareholders QGRW Major Shareholders This page (NYSEARCA:SMIZ) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersThe Real Hillbilly ElegyThe mountains of Appalachia are incredible to behold. 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