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Who holds SMIZ

ZACKS TRUST · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Avior Wealth Management, LLC1.0M$45.5M1.2%
TRUE Private Wealth Advisors776.9K$34.7M3.0%
GeoWealth Management, LLC377.3K$16.8M0.5%
ENVESTNET ASSET MANAGEMENT INC293.2K$13.1M0.0%
Steward Partners Investment Advisory, LLC266.1K$11.9M0.1%
TRUIST FINANCIAL CORP254.8K$11.4M0.0%
CreativeOne Wealth, LLC244.6K$10.9M0.2%
CONTINENTAL INVESTORS SERVICES, INC.244.2K$10.6M8.3%
Sanchez Wealth Management Group218.1K$9.7M1.7%
LPL Financial LLC214.0K$9.5M0.0%
Strive Financial Group ,LLC205.8K$9.2M4.0%
Koshinski Asset Management, Inc.148.2K$6.6M0.4%
Arete Wealth Advisors, LLC113.9K$5.1M0.3%
Strategic Blueprint, LLC79.3K$3.5M0.2%
Advisory Services Network, LLC76.3K$3.4M0.0%
Maia Wealth LLC72.0K$3.2M0.5%
M1 Capital Management LLC71.9K$3.2M1.2%
Navigation Wealth Management, Inc.67.3K$3.0M4.1%
Balboa Wealth Partners54.6K$2.4M0.3%
FOCUSED ALPHA, LLC53.9K$2.4M0.6%
Advyzon Investment Management, LLC52.2K$2.3M0.2%
Prosperity Financial Group, Inc.51.8K$2.3M0.7%
Farther Finance Advisors, LLC47.6K$2.1M0.0%
Alteri Wealth LLC40.9K$1.8M0.5%
Golden State Wealth Management, LLC39.7K$1.8M0.2%
GOLDMAN SACHS GROUP INC38.9K$1.7M0.0%
Ignite Planners, LLC34.4K$1.5M0.2%
EJMK Ventures LLC32.6K$1.5M0.7%
Cambridge Investment Research Advisors, Inc.32.2K$1.4M0.0%
AXXCESS WEALTH MANAGEMENT, LLC30.1K$1.3M0.0%
Rothschild Wealth LLC27.6K$1.2M0.1%
Paragon Private Wealth Management, LLC26.6K$1.2M0.3%
Wayfinding Financial, LLC25.3K$1.1M0.4%
Creative Planning23.7K$1.1M0.0%
Westside Investment Management, Inc.22.6K$1.0M0.1%
Faithward Advisors, LLC22.3K$996,9890.1%
Sanctuary Advisors, LLC21.7K$969,7130.0%
PKS Advisory Services, LLC21.1K$940,3670.2%
Axim Planning & Wealth20.9K$933,3171.3%
GK Wealth Management LLC19.3K$861,7470.5%
Stirlingshire Investments, Inc.18.3K$814,6410.6%
UNIQUE WEALTH, LLC16.0K$714,0540.1%
Simplicity Wealth,LLC16.0K$711,9570.0%
Vantus Wealth LLC15.7K$701,2480.4%
Revisor Wealth Management LLC14.9K$663,0440.2%
HARBOUR INVESTMENTS, INC.14.8K$661,8040.0%
Carter Financial Group, INC.13.1K$584,6720.3%
Vann Equity Management LLC12.0K$533,6110.3%
Rossby Financial, LCC10.3K$460,4340.1%
Latitude Advisors, LLC7.7K$342,9040.1%
Summit Financial, LLC7.3K$326,1720.0%
INVESTMENT ADVISORY SERVICES INC /TX /ADV6.9K$309,3060.1%
Cooper Financial Group6.9K$308,2150.0%
Vise Technologies, Inc.6.5K$288,7360.0%
VICTORY FINANCIAL GROUP, LLC6.1K$272,9850.0%
CoreCap Advisors, LLC6.0K$269,9510.0%
PNC FINANCIAL SERVICES GROUP, INC.6.0K$267,0950.0%
Empirical Asset Management, LLC5.8K$256,6500.1%
Beacon Pointe Advisors, LLC5.7K$253,9780.0%
NewEdge Advisors, LLC5.5K$244,2950.0%
Top Fund Holdings
13F
Top Fund Holdings

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