Among active 13F managers last quarter, 8 opened and 15 added, while 9 reduced; the largest holder to move was GeoWealth Management, LLC (+28%).
68 tracked 13F filers disclose a position in SMIZ as of the latest SEC 13F filings, a combined $207.7M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Avior Wealth Management, LLC | 888K | $32.9M | ▲+30% Added · +206K sh | Q1 2026 | |
| 2 | TRUE Private Wealth Advisors | 777K | $34.7M | ▲+16% Added · +105K sh | Q2 2026 | |
| 3 | GeoWealth Management, LLC | 377K | $16.8M | ▲+28% Added · +82K sh | Q2 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | 266K | $11.9M | ▲7k× Added · +266K sh | Q2 2026 | |
| 5 | CreativeOne Wealth, LLC | 245K | $10.9M | ▼−41% Reduced · −167K sh | Q2 2026 | |
| 6 | Continental Investors Services, Inc. | 244K | $10.6M | ▲+36% Added · +65K sh | Q2 2026 | |
| 7 | Sanchez Wealth Management Group | 218K | $9.7M | ▲+2.9% Added · +6K sh | Q2 2026 | |
| 8 | Strive Financial Group ,LLC | 206K | $9.2M | ▲+354% Added · +161K sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 205K | $7.6M | ▲New +205K sh | Q1 2026 | |
| 10 | Truist Financial Corp | 167K | $6.3M | ▲New +167K sh | Q1 2026 | |
| 11 | Arete Wealth Advisors, LLC | 114K | $5.1M | ▼−2.1% Reduced · −3K sh | Q2 2026 | |
| 12 | LPL Financial LLC | 108K | $4.0M | ▲+4.8% Added · +5K sh | Q1 2026 | |
| 13 | Strategic Blueprint, LLC | 79K | $3.5M | ▲+8.3% Added · +6K sh | Q2 2026 | |
| 14 | Advisory Services Network, LLC | 78K | $2.9M | ▼−24% Reduced · −24K sh | Q1 2026 | |
| 15 | Maia Wealth LLC | 72K | $3.2M | ▲+12% Added · +8K sh | Q2 2026 | |
| 16 | M1 Capital Management LLC | 72K | $3.2M | ▲+2.2% Added · +2K sh | Q2 2026 | |
| 17 | Balboa Wealth Partners | 55K | $2.4M | ▼−14% Reduced · −9K sh | Q2 2026 | |
| 18 | Focused Alpha, LLC | 54K | $2.4M | ▲New +54K sh | Q2 2026 | |
| 19 | Advyzon Investment Management, LLC | 52K | $2.3M | ▲+14% Added · +7K sh | Q2 2026 | |
| 20 | Prosperity Financial Group, Inc. | 52K | $2.3M | ▲+1.1% Added · +540 sh | Q2 2026 | |
| 21 | Alteri Wealth LLC | 41K | $1.8M | ▼−2.7% Reduced · −1K sh | Q2 2026 | |
| 22 | Golden State Wealth Management, LLC | 40K | $1.8M | ▲New +40K sh | Q2 2026 | |
| 23 | Ignite Planners, LLC | 34K | $1.5M | ▲+6.1% Added · +2K sh | Q2 2026 | |
| 24 | EJMK Ventures LLC | 33K | $1.5M | ▼−19% Reduced · −8K sh | Q2 2026 | |
| 25 | Axxcess Wealth Management, LLC | 30K | $1.3M | ▲Added Added · +30K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 8 funds opened a new position in SMIZ and 15 added to an existing one, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 35 funds | $1.9B |
| Microsoft CorpMSFT | 35 funds | $1.1B |
| Alphabet Inc-CL CGOOG | 35 funds | $629.8M |
| Broadcom IncAVGO | 35 funds | $626.6M |
| Walmart IncWMT | 35 funds | $465.9M |
| Meta Platforms Inc-Class AMETA | 35 funds | $461.2M |
| Abbvie IncABBV | 35 funds | $291.0M |
| Apple IncAAPL | 34 funds | $2.1B |
| Amazon.com IncAMZN | 34 funds | $936.8M |
| Alphabet Inc-CL AGOOGL | 34 funds | $787.7M |
| JPMorgan Chase & CoJPM | 34 funds | $513.7M |
| Eli Lilly & CoLLY | 34 funds | $435.0M |
Ranked by how many of SMIZ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMIZ.
| Class | 13F holders | Value held |
|---|---|---|
| ZECPmc | 73 funds | $242.9M |
| SMIZthis pagemc | 68 funds | $207.7M |
| GROZmc | 47 funds | $77.7M |
| QUIZmc | 45 funds | $65.4M |
| ZINCINCOME ETF *A* | 1 funds | $1.6M |
| PRIZPREFERRED INCOME *A* | 1 funds | $649K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SMIZ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SMIZ/capital-change-brief"
Use Arkolith's capital_change_brief for SMIZ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SMIZ. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.