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Zacks Small/Mid Cap ETF

56 hedge funds and large institutions have $137M invested in Zacks Small/Mid Cap ETF in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
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
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
26
Paragon Private Wealth Management
Kentucky
$1.05M
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$956K
APW
28
Axim Planning & Wealth
Ohio
$763K
SI
29
Stirlingshire Investments
New York
$690K
SA
30
Sanctuary Advisors
Indiana
$688K
FA
31
Faithward Advisors
Pennsylvania
$656K
SW
32
Simplicity Wealth
New Jersey
$652K
VFG
33
Victory Financial Group
Texas
$553K
VT
34
Vise Technologies
New York
$535K
UW
35
Unique Wealth
Florida
$510K
CFG
36
Carter Financial Group
Illinois
$494K
HI
37
Harbour Investments
Wisconsin
$407K
VW
38
Vantus Wealth
Pennsylvania
$387K
RF
39
Rossby Financial
Florida
$386K
AI
40
Atria Investments
North Carolina
$362K
SF
41
Summit Financial
New Jersey
$307K
AFS
42
Axiom Financial Strategies
Indiana
$282K
IAS
43
Investment Advisory Services
Texas
$256K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$221K
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$221K
BPA
46
Beacon Pointe Advisors
California
$211K
EAM
47
Empirical Asset Management
Massachusetts
$207K
WIM
48
Westside Investment Management
California
$194K
AAP
49
Arax Advisory Partners
Colorado
$141K
CA
50
CoreCap Advisors
Michigan
$126K