Zacks Small/Mid Cap ETF (SMIZ)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals for a capital-allocation analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders61of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.57x

62th percentile

36 buying23 selling

+9

New

-5

Closed

+894K

Net shares

Ownership Concentration

Top 5: 53.4%Top 10: 71.4%

Avior Wealth Management,19.1%

TRUE Private Wealth Advisors14.5%

CreativeOne Wealth,8.9%

GeoWealth Management,6.4%

Sanchez Wealth Management Group4.6%

Others (56)46.6%

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Institutional Trends (8 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.66%Avg weight: 1.57%Max: 7.17%High conviction (>1%): 4

Avior Wealth Management,

TRUE Private Wealth Advisors

CreativeOne Wealth,

GeoWealth Management,

Sanchez Wealth Management Group

ENVESTNET ASSET MANAGEMENT

CONTINENTAL INVESTORS SERVICES,

TRUIST FINANCIAL

Wayfinding Financial,

Koshinski Asset Management,

Crowding AnalysisCrowded

Holders61of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.57x

62th percentile

36 buying23 selling

+9

New

-5

Closed

+894K

Net shares

Ownership Concentration

Top 5: 53.4%Top 10: 71.4%

Avior Wealth Management,19.1%

TRUE Private Wealth Advisors14.5%

CreativeOne Wealth,8.9%

GeoWealth Management,6.4%

Sanchez Wealth Management Group4.6%

Others (56)46.6%

Crowding AnalysisCrowded

Holders61of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.57x

62th percentile

36 buying23 selling

+9

New

-5

Closed

+894K

Net shares

Ownership Concentration

Top 5: 53.4%Top 10: 71.4%

Avior Wealth Management,19.1%

TRUE Private Wealth Advisors14.5%

CreativeOne Wealth,8.9%

GeoWealth Management,6.4%

Sanchez Wealth Management Group4.6%

Others (56)46.6%

Performance vs. S&P 500

Total return (dividends reinvested) vs the market, from quarter-end prices.

$10,000 invested 2023-12

$15,953

SMIZ · +60%

$16,185

S&P 500 · +62%

−$232

behind the index

Total return (5Y)

+60%

S&P 500

+62%

vs. market

-2%

underperformed

Annualized

20.5%

mkt 21.2%

Volatility

17%

annualized

Beta

1.23

vs S&P 500

Growth of $10,000

Hover the chart to read any quarter

SMIZS&P 500

Year by year

Annual return vs the market

Hover a year to compare.

SMIZ (solid)S&P 500 (outline)Green = positive year, red = negative. Number = SMIZ's return.

Beat the market

1 / 3 yrs

33% win rate

Best year

+21%

2026

Worst year

+12%

2025

Worst drawdown

-9%

recovered in 1 qtr

Relative strength

Cumulative lead over the S&P 500

Above 0 = ahead of the S&P 500 since the window start; below 0 = behind. Rising means it's pulling ahead.

Downside

Drawdown from peak · max -9%

How far the stock fell below its prior peak. Deeper, longer drawdowns = a rougher ride to the same return.

Quarter-end, dividend-adjusted (total return). Beta & volatility from quarterly returns (annualized). Benchmark is the S&P 500 (SPY total return). Annual returns compound the quarters ending in each calendar year; the first and last years in a window may be partial. Past performance doesn't predict future results.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position