SMIZ · Insider trading · 13F holders · Congress trades
Zacks Trust (SMIZ)
Who is buying and selling SMIZ: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 15
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SMIZ at a glance
- No open-market insider purchases or sales of SMIZ were filed in the last 90 days.
- 15 13F filers hold SMIZ among their 50 largest positions, worth $138.6M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (8.3%), Navigation Wealth Management, Inc. (4.1%) and Strive Financial Group ,LLC (4.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in SMIZ.
SMIZ insider trading
No open-market insider purchases or sales of SMIZ were filed in the last 90 days.
Who owns SMIZ? Hedge funds and superinvestors
15 13F filers hold SMIZ among their 50 largest positions, worth $138.6M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (8.3%), Navigation Wealth Management, Inc. (4.1%) and Strive Financial Group ,LLC (4.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Avior Wealth Management, LLCWealth manager | 1.2% | $44.0M | 1,074,859 | +5.4% shares | Q3 2026 |
| TRUE Private Wealth AdvisorsWealth manager | 2.7% | $32.1M | 785,199 | +1.1% shares | Q3 2026 |
| GeoWealth Management, LLCWealth manager | 0.5% | $16.8M | 377,337 | +27.7% shares | Q2 2026 |
| Continental Investors Services, Inc.Wealth manager | 8.3% | $10.6M | 244,244 | +36.4% shares | Q2 2026 |
| Sanchez Wealth Management GroupWealth manager | 1.7% | $9.7M | 218,094 | +2.9% shares | Q2 2026 |
| Strive Financial Group ,LLCWealth manager | 4.0% | $9.2M | 205,799 | +354.4% shares | Q2 2026 |
| M1 Capital Management LLCWealth manager | 1.2% | $3.2M | 71,943 | +2.2% shares | Q2 2026 |
| Navigation Wealth Management, Inc.Wealth manager | 4.1% | $3.0M | 67,317 | +14.6% shares | Q2 2026 |
| Focused Alpha, LLCWealth manager | 0.5% | $2.2M | 52,822 | -2.0% shares | Q3 2026 |
| Prosperity Financial Group, Inc.Wealth manager | 0.6% | $2.0M | 50,018 | -3.4% shares | Q3 2026 |
| Alteri Wealth LLCWealth manager | 0.5% | $1.8M | 40,908 | -2.7% shares | Q2 2026 |
| EJMK Ventures LLCWealth manager | 0.5% | $1.2M | 29,186 | -10.5% shares | Q3 2026 |
| Wayfinding Financial, LLCWealth manager | 0.4% | $1.1M | 25,334 | -83.0% shares | Q2 2026 |
| Stirlingshire Investments, Inc.Wealth manager | 0.6% | $815K | 18,257 | -1.3% shares | Q2 2026 |
| Integrity Wealth Partners, LLCWealth manager | 0.6% | $712K | 17,397 | +16.2% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 9). Screen SMIZ in the grand portfolio →
SMIZ stock trades by members of Congress
No member of Congress has disclosed a trade in SMIZ.
SMIZ questions and answers
Are insiders buying SMIZ stock?
No open-market insider purchases or sales of SMIZ were filed in the last 90 days.
Which hedge funds own SMIZ?
15 13F filers hold SMIZ among their 50 largest positions, worth $138.6M combined. The biggest bets by portfolio weight are Continental Investors Services, Inc. (8.3%), Navigation Wealth Management, Inc. (4.1%) and Strive Financial Group ,LLC (4.0%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded SMIZ?
No member of Congress has disclosed a trade in SMIZ.
Who is the largest holder of SMIZ?
Among 13F filers, Avior Wealth Management, LLC reports the largest SMIZ position, $44.0M (1,074,859 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Continental Investors Services, Inc.'s: 8.3% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.