Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Zacks Trust (SMIZ)

74 + Investors. Track Smart Money conviction in SMIZ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
10Q ▲
Buyers last Q
66%

Smart Money Signals — SMIZ

Based on 74 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added SMIZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
74 hedge funds hold SMIZ right now — the highest count in 2.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +72% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+72% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

50 buying26 selling
Last quarter: 50 funds were net buyers (20 opened a brand new position + 30 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new SMIZ position: 12 → 11 → 9 → 20. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 38% entered in last year

■ 14% conviction (2yr+) ■ 49% medium ■ 38% new
Only 10 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +51% but shares only +23% — price-driven

Value
+51%
Shares
+22%
Last quarter: the total dollar value of institutional holdings rose +51%, but actual share count only changed +23%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

8 → 12 → 11 → 9 → 20 new funds/Q
New funds entering each quarter: 12 → 11 → 9 → 20. A growing number of institutions are discovering SMIZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 12% veterans, 50% new entrants

■ 12% veterans ■ 38% 1-2yr ■ 50% new
Of 74 current holders: 9 (12%) held 2+ years, 28 held 1–2 years, 37 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
5 of 74 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMIZ

In 2026 Q2, 50 hedge funds were net buyers of SMIZ (20 opened a new position, 30 added to an existing one), while 26 reduced or exited (19 trimmed, 7 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 74.

Hedge Fund Ownership: SMIZ

How many hedge funds hold SMIZ — quarterly history vs. share price
Quarterly hedge fund ownership of SMIZ vs. share price

Market Analysis: SMIZ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMIZ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: SMIZ
74 + Investors

Track Smart Money conviction in SMIZ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 74 61 21.31%
13F Shares 6M 5M 22.91%
Total Value $252M $167M 51.18%
New Positions 20 9 +11
Increased Positions 30 27 +3
Closed Positions 7 5 +2
Reduced Positions 19 18 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMIZ

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Financial Highlights

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Institutional Holders (2026 Q2)

74 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMIZ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SMIZ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Continental Investors Services, INC. 8.30% 244,244 $10.6M
2 Navigation Wealth Management, Inc. 4.14% 67,317 $3.0M
3 Strive Financial Group ,LLC 3.98% 205,799 $9.2M
4 TRUE Private Wealth Advisors 2.99% 776,904 $34.7M
5 Sanchez Wealth Management Group 1.71% 218,094 $9.7M
6 Axim Planning & Wealth 1.30% 20,917 $933K
7 Avior Wealth Management, LLC 1.20% 1,019,930 $45.5M
8 M1 Capital Management LLC 1.19% 71,943 $3.2M
9 Prosperity Financial Group, Inc. 0.72% 51,779 $2.3M
10 EJMK Ventures LLC 0.66% 32,623 $1.5M
11 Focused Alpha, LLC 0.62% 53,882 $2.4M
12 Stirlingshire Investments, Inc. 0.60% 18,257 $815K
13 GeoWealth Management, LLC 0.53% 377,337 $16.8M
14 Alteri Wealth LLC 0.50% 40,908 $1.8M
15 Maia Wealth LLC 0.47% 72,018 $3.2M
16 GK Wealth Management LLC 0.45% 19,312 $862K
17 Vantus Wealth LLC 0.38% 15,716 $701K
18 Koshinski Asset Management, Inc. 0.35% 148,231 $6.6M
19 Balboa Wealth Partners 0.33% 54,640 $2.4M
20 Vann Equity Management LLC 0.32% 11,959 $534K
21 Paragon Private Wealth Management, LLC 0.31% 26,596 $1.2M
22 Carter Financial Group, INC. 0.30% 13,103 $585K
23 CreativeOne Wealth, LLC 0.24% 244,611 $10.9M
24 Ignite Planners, LLC 0.21% 34,400 $1.5M
25 Strategic Blueprint, LLC 0.18% 79,321 $3.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Zacks Trust (SMIZ)

What does the Smart Money Trend signal show for SMIZ?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added SMIZ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMIZ?

More buyers than sellers — 66% buying: Last quarter: 50 funds were net buyers (20 opened a brand new position + 30 added to an existing one). Only 26 were sellers (19 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMIZ holders?

Smaller funds dominant — 10% AUM from top-100: 5 of 74 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SMIZ?

Mostly new holders — 38% entered in last year: Only 10 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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