# ZACKS TRUST (SMIZ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SMIZ/

- Reporting holders: 5
- Reported value: $3.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.8M | 44,755 | 0.0% | 5 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $410.9K | 10,038 | 0.2% | 2 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $394.4K | 9,636 | 0.2% | 2 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $361.5K | 8,832 | 0.0% | 2 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $353.8K | 8,643 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $3.4M |
| Q2 2026 | 74 | $283.2M |
| Q1 2026 | 60 | $172.9M |
| Q4 2025 | 57 | $144.5M |
| Q3 2025 | 51 | $127.7M |
| Q2 2025 | 45 | $106.4M |
| Q1 2025 | 39 | $91.5M |
| Q4 2024 | 33 | $75.4M |
| Q3 2024 | 23 | $64.7M |
| Q2 2024 | 20 | $48.6M |
| Q1 2024 | 15 | $20.7M |
| Q4 2023 | 6 | $10.2M |