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Zacks Small/Mid Cap ETF

60 hedge funds and large institutions have $173M invested in Zacks Small/Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$1.84M
2 -$1.04M
3 -$940K
4
EV
EJMK Ventures
Illinois
-$743K
5
Jane Street
Jane Street
New York
-$542K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.08M
PPWM
27
Paragon Private Wealth Management
Kentucky
$1.01M
Creative Planning
28
Creative Planning
Kansas
$956K
FA
29
Faithward Advisors
Pennsylvania
$826K
APW
30
Axim Planning & Wealth
Ohio
$811K
SA
31
Sanctuary Advisors
Indiana
$804K
WIM
32
Westside Investment Management
California
$778K
SI
33
Stirlingshire Investments
New York
$685K
Jane Street
34
Jane Street
New York
$649K
SW
35
Simplicity Wealth
New Jersey
$644K
IWP
36
Integrity Wealth Partners
California
$555K
UW
37
Unique Wealth
Florida
$548K
VT
38
Vise Technologies
New York
$535K
HI
39
Harbour Investments
Wisconsin
$486K
CFG
40
Carter Financial Group
Illinois
$485K
RF
41
Rossby Financial
Florida
$386K
VFG
42
Victory Financial Group
Texas
$372K
RWM
43
Revisor Wealth Management
Ohio
$357K
SF
44
Summit Financial
New Jersey
$303K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$261K
IAS
46
Investment Advisory Services
Texas
$257K
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$222K
EAM
48
Empirical Asset Management
Massachusetts
$219K
BPA
49
Beacon Pointe Advisors
California
$211K
LA
50
Latitude Advisors
Florida
$208K