SMIZ — Zacks Trust Institutional Holders · Q3 2026
Who owns Zacks Trust (SMIZ)? 6 institutions reported holding $3.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($1.8M), Vann Equity Management LLC ($410,855), GK Wealth Management LLC ($394,378).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $1.8M | 44,755 | Trimmed |
| 2 | Vann Equity Management LLC | $410,855 | 10,038 | Trimmed |
| 3 | GK Wealth Management LLC | $394,378 | 9,636 | Trimmed |
| 4 | Cooper Financial Group | $361,476 | 8,832 | Added |
| 5 | CoreCap Advisors, LLC | $353,758 | 8,643 | Added |
| 6 | VALLEY WEALTH MANAGERS, INC. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30