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Zacks Small/Mid Cap ETF
SMIZ

57 hedge funds and large institutions have $139M invested in Zacks Small/Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

12% more funds holding

Funds holding: 51 → 57 (+6)

10% more capital invested

Capital invested by funds: $127M → $139M (+$12.4M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 84.37% → 84.29% (-0.07%)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
31
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$3.11M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$2.72M
3
LPL Financial
LPL Financial
California
+$1.75M
4
CIS
Continental Investors Services
Washington
+$1.37M
5
Jane Street
Jane Street
New York
+$1.18M

Top Sellers

1
VBA
von Borstel & Associates
Oregon
-$5.59M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.77M
3
AWM
Avior Wealth Management
Nebraska
-$795K
4
Creative Planning
Creative Planning
Kansas
-$519K
5
SW
Simplicity Wealth
New Jersey
-$329K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$1.12M -$519K -13,911 -32%
PPWM
27
Paragon Private Wealth Management
Kentucky
$1.05M +$117K +3,142 +12%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$956K +$52.6K +1,410 +6%
APW
29
Axim Planning & Wealth
Ohio
$763K +$117K +3,131 +18%
SI
30
Stirlingshire Investments
New York
$690K +$691K +18,530 New
SA
31
Sanctuary Advisors
Indiana
$688K +$78.3K +2,099 +13%
FA
32
Faithward Advisors
Pennsylvania
$656K +$75.9K +2,034 +13%
SW
33
Simplicity Wealth
New Jersey
$652K -$329K -8,815 -33%
VFG
34
Victory Financial Group
Texas
$553K +$7.8K +209 +1%
VT
35
Vise Technologies
New York
$535K +$539K +14,456 New
UW
36
Unique Wealth
Florida
$510K +$59.8K +1,603 +13%
CFG
37
Carter Financial Group
Illinois
$494K -$96K -2,573 -16%
HI
38
Harbour Investments
Wisconsin
$407K +$35.3K +946 +9%
VW
39
Vantus Wealth
Pennsylvania
$387K +$390K +10,451 New
RF
40
Rossby Financial
Florida
$386K +$112K +3,006 +40%
AI
41
Atria Investments
North Carolina
$362K +$19K +509 +5%
SF
42
Summit Financial
New Jersey
$307K +$31.1K +833 +11%
AFS
43
Axiom Financial Strategies
Indiana
$282K – – –
IAS
44
Investment Advisory Services
Texas
$256K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$221K – – –
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$221K -$87.6K -2,347 -28%
BPA
47
Beacon Pointe Advisors
California
$211K +$212K +5,692 New
EAM
48
Empirical Asset Management
Massachusetts
$207K -$68.2K -1,829 -25%
WIM
49
Westside Investment Management
California
$194K +$63.4K +1,700 +48%
AAP
50
Arax Advisory Partners
Colorado
$141K +$143K +3,822 New
1
2
3

SMIZ Hedge Fund Activity: Q4 2025 in Review

57 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Zacks Small/Mid Cap ETF (SMIZ) for Q4 2025, worth a combined $139M — up 9.8% from $127M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SMIZ positions and 4 closed out — a net gain of 6 holders — while 31 added to existing stakes and 11 trimmed.

The largest buyer was GeoWealth Management, adding an estimated $3.11M. The largest seller was von Borstel & Associates, exiting entirely with an estimated $5.59M sold.

  • 57 institutional investors held Zacks Small/Mid Cap ETF (SMIZ) as of Q4 2025, up from 51 in Q3 2025.
  • Funds reported $139M of Zacks Small/Mid Cap ETF stock for Q4 2025, up 9.8% quarter-over-quarter.
  • 10 funds opened new Zacks Small/Mid Cap ETF positions in Q4 2025 and 4 closed out, a net change of +6 holders.
  • The largest Zacks Small/Mid Cap ETF buyer in Q4 2025 was GeoWealth Management, an estimated $3.11M added.
  • The largest Zacks Small/Mid Cap ETF seller in Q4 2025 was von Borstel & Associates, an estimated $5.59M sold.

Based on aggregated 13F filings for Q4 2025.