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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
AWM
1
Avior Wealth Management
Nebraska
$25.2M -$795K -21,294 -3%
TPWA
2
TRUE Private Wealth Advisors
Oregon
$21.9M -$90.2K -2,418 -0.4%
CW
3
CreativeOne Wealth
Kansas
$15M +$482K +12,915 +3%
SWMG
4
Sanchez Wealth Management Group
Florida
$7.73M +$686K +18,380 +10%
WF
5
Wayfinding Financial
Washington
$5.62M +$71.3K +1,912 +1%
AWA
6
Arete Wealth Advisors
Illinois
$5.3M +$278K +7,445 +5%
GM
7
GeoWealth Management
Illinois
$4.9M +$3.11M +83,372 +170%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$4.15M +$2.72M +72,851 +186%
LPL Financial
9
LPL Financial
California
$3.81M +$1.75M +46,968 +84%
ASN
10
Advisory Services Network
Georgia
$3.79M -$127K -3,393 -3%
CIS
11
Continental Investors Services
Washington
$3.76M +$1.37M +36,812 +64%
SB
12
Strategic Blueprint
Georgia
$2.54M +$206K +5,532 +9%
MCM
13
M1 Capital Management
Michigan
$2.43M +$322K +8,642 +15%
NWM
14
Navigation Wealth Management
Colorado
$2.2M +$141K +3,782 +7%
EV
15
EJMK Ventures
Illinois
$2.2M +$2.22M +59,514 New
BWP
16
Balboa Wealth Partners
Arizona
$2.12M +$296K +7,945 +16%
PFG
17
Prosperity Financial Group
California
$1.97M -$4.96K -133 -0.2%
BAG
18
Bauman Advisory Group
Nevada
$1.85M +$1.87M +50,050 New
AWM
19
Axxcess Wealth Management
California
$1.84M -$40.3K -1,080 -2%
MW
20
Maia Wealth
Colorado
$1.77M +$1.12M +29,918 +193%
SFG
21
Strive Financial Group
Indiana
$1.53M +$1.54M +41,345 New
AW
22
Alteri Wealth
California
$1.44M +$88.4K +2,370 +6%
AIM
23
Advyzon Investment Management
Illinois
$1.35M +$532K +14,258 +64%
Jane Street
24
Jane Street
New York
$1.17M +$1.18M +31,579 New
IP
25
Ignite Planners
California
$1.14M +$155K +4,146 +16%
1
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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.