54 tracked 13F filers disclose a position in SMIZ as of the latest SEC 13F filings, a combined $180.9M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Avior Wealth Management, LLC | $32.9M | 888K | ▲+30% Added · +206K sh | Q1 2026 | |
| 2 | TRUE Private Wealth Advisors | $34.7M | 777K | ▲+16% Added · +105K sh | Q2 2026 | |
| 3 | CreativeOne Wealth, LLC | $15.3M | 412K | ▲+1.5% Added · +6K sh | Q1 2026 | |
| 4 | GeoWealth Management, LLC | $16.8M | 377K | ▲+28% Added · +82K sh | Q2 2026 | |
| 5 | Sanchez Wealth Management Group | $9.7M | 218K | ▲+2.9% Added · +6K sh | Q2 2026 | |
| 6 | Strive Financial Group ,LLC | $9.2M | 206K | ▲+354% Added · +161K sh | Q2 2026 | |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 205K | ▲New +205K sh | Q1 2026 | |
| 8 | CONTINENTAL INVESTORS SERVICES, INC. | $7.6M | 179K | ▲+89% Added · +84K sh | Q1 2026 | |
| 9 | TRUIST FINANCIAL CORP | $6.3M | 167K | ▲New +167K sh | Q1 2026 | |
| 10 | Arete Wealth Advisors, LLC | $4.3M | 116K | ▼−19% Reduced · −27K sh | Q1 2026 | |
| 11 | LPL Financial LLC | $4.0M | 108K | ▲+4.8% Added · +5K sh | Q1 2026 | |
| 12 | Strategic Blueprint, LLC | $3.5M | 79K | ▲+8.3% Added · +6K sh | Q2 2026 | |
| 13 | Advisory Services Network, LLC | $2.9M | 78K | ▼−24% Reduced · −24K sh | Q1 2026 | |
| 14 | Maia Wealth LLC | $3.2M | 72K | ▲+12% Added · +8K sh | Q2 2026 | |
| 15 | Prosperity Financial Group, Inc. | $2.3M | 52K | ▲+1.1% Added · +540 sh | Q2 2026 | |
| 16 | Alteri Wealth LLC | $1.8M | 41K | ▼−2.7% Reduced · −1K sh | Q2 2026 | |
| 17 | Golden State Wealth Management, LLC | $1.8M | 40K | ▲New +40K sh | Q2 2026 | |
| 18 | Ignite Planners, LLC | $1.5M | 34K | ▲+6.1% Added · +2K sh | Q2 2026 | |
| 19 | AXXCESS WEALTH MANAGEMENT, LLC | $1.3M | 30K | ▲Added Added · +30K sh | Q2 2026 | |
| 20 | Paragon Private Wealth Management, LLC | $1.2M | 27K | ▼−2.3% Reduced · −640 sh | Q2 2026 | |
| 21 | Creative Planning | $956K | 26K | ▼−15% Reduced · −4K sh | Q1 2026 | |
| 22 | Westside Investment Management, Inc. | $1.0M | 23K | ▲+8.1% Added · +2K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | $804K | 22K | ▲+17% Added · +3K sh | Q1 2026 | |
| 24 | PKS Advisory Services, LLC | $940K | 21K | ▲New +21K sh | Q2 2026 | |
| 25 | GK Wealth Management LLC | $862K | 19K | ▲New +19K 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, 4 funds opened a new position in SMIZ and 12 added to an existing one, while 6 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| APPLE INCAAPL | 25 funds | $1.5B |
| NVIDIA CORPNVDA | 25 funds | $1.2B |
| MICROSOFT CORPMSFT | 25 funds | $722.4M |
| AMAZON.COM INCAMZN | 25 funds | $708.7M |
| ALPHABET INC-CL CGOOG | 25 funds | $383.2M |
| BROADCOM INCAVGO | 25 funds | $371.8M |
| WALMART INCWMT | 25 funds | $345.9M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $328.8M |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $306.1M |
| TESLA INCTSLA | 25 funds | $264.7M |
| ABBVIE INCABBV | 25 funds | $201.0M |
| ADVANCED MICRO DEVICESAMD | 25 funds | $176.3M |
Ranked by how many of SMIZ's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ZECPmc | 57 funds | $184.7M |
| SMIZthis pagemc | 54 funds | $180.9M |
| GROZmc | 35 funds | $60.5M |
| QUIZmc | 35 funds | $49.0M |
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.