SMIZ

ZACKS TRUST

Institutional Ownership · Q4 2025

Filing: Q4 2025

ZACKS TRUST (SMIZ) is held by 77 institutional investors with combined holdings of $427M. Major holders include Advisory Services Network, CreativeOne Wealth, LLC, TRUE Private Wealth Advis.

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Institutional Holders

Total Value

$427.4M

Ownership %

—

🏦 Top Institutional Holders

Advisory Services Network, LLC

1.5M shares

$51.2M

CreativeOne Wealth, LLC

1.2M shares

$41.0M

TRUE Private Wealth Advisors

1.0M shares

$35.2M

Menard Financial Group LLC

794.5K shares

$27.6M

Avior Wealth Management, LLC

681.6K shares

$25.2M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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