Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ZACKS TRUST (SMIZ)

56 + 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
↑ +8
Streak
8Q ▲
Buyers last Q
73%

Smart Money Signals — SMIZ

Based on 56 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
56 hedge funds hold SMIZ right now — the highest count in 2.2 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 — +75% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+75% 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 — 73% buying

40 buying15 selling
Last quarter: 40 funds were net buyers (11 opened a brand new position + 29 added to an existing one). Only 15 were sellers (12 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 7 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 38% entered in last year

■ 4% conviction (2yr+) ■ 59% medium ■ 38% new
Only 2 funds (4%) 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.
📈

Growing discovery — still being found

13 → 9 → 7 → 11 → 11 new funds/Q
New funds entering each quarter: 9 → 7 → 11 → 11. A growing number of institutions are discovering SMIZ each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 62% of holders entered in last year

■ 0% veterans ■ 38% 1-2yr ■ 62% new
Of 56 current holders: 35 (62%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
2 of 56 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — 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.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SMIZ
2026 Q1 Stats Unlock in 10 days 56 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 56 48 16.67%
13F Shares 4M 3M 11.25%
Total Value $139M $125M 10.55%
New Positions 11 11 -
Increased Positions 29 20 +9
Closed Positions 3 5 -2
Reduced Positions 12 13 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMIZ

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

56 + investors

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

Top 25 institutional holders of SMIZ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Navigation Wealth Management, Inc. 7.85% 58,744 $2.2M
2 Sanchez Wealth Management Group 1.70% 211,983 $7.9M
3 Bauman Advisory Group, LLC 1.24% 47,845 $1.8M
4 M1 Capital Management LLC 1.20% 70,414 $2.6M
5 Avior Wealth Management, LLC 0.93% 887,974 $32.9M
6 EJMK Ventures LLC 0.83% 40,208 $1.5M
7 Stirlingshire Investments, Inc. 0.60% 18,490 $685K
8 Alteri Wealth LLC 0.51% 42,047 $1.6M
9 Integrity Wealth Partners, LLC 0.50% 14,972 $555K
10 Maia Wealth LLC 0.40% 64,516 $2.4M
11 Balboa Wealth Partners 0.39% 63,395 $2.4M
12 Koshinski Asset Management, Inc. 0.32% 138,522 $5.1M
13 Carter Financial Group, INC. 0.30% 13,092 $485K
14 Ignite Planners, LLC 0.19% 32,413 $1.2M
15 Strategic Blueprint, LLC 0.16% 73,254 $2.7M
16 Westside Investment Management, Inc. 0.12% 20,917 $778K
17 Faithward Advisors, LLC 0.12% 22,285 $826K
18 Revisor Wealth Management LLC 0.10% 9,641 $357K
19 Latitude Advisors, LLC 0.10% 5,620 $208K
20 INVESTMENT ADVISORY SERVICES INC /TX /ADV 0.08% 6,932 $257K
21 UNIQUE WEALTH, LLC 0.08% 14,781 $548K
22 Baer Investment Advisory LLC 0.05% 10,032 $372K
23 VICTORY FINANCIAL GROUP, LLC 0.05% 10,032 $372K
24 Simplicity Wealth,LLC 0.04% 17,380 $644K
25 Vise Technologies, Inc. 0.01% 14,456 $535K
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 — 8 quarters in a row: For 8 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 — 73% buying: Last quarter: 40 funds were net buyers (11 opened a brand new position + 29 added to an existing one). Only 15 were sellers (12 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SMIZ holders?

Smaller funds dominant — 3% AUM from top-100: 2 of 56 holders rank in the top 100 by AUM, but together hold only 3% 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 2 funds (4%) 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.