Question 1

Who owns SMIZ?

Accepted Answer

ZACKS TRUST (SMIZ) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Question 2

Are institutions buying or selling SMIZ?

Accepted Answer

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for ZACKS TRUST, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

Question 3

What is the Smart Money Verdict on SMIZ?

Accepted Answer

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for ZACKS TRUST.

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	102,927(+83.9%)	$3.8M	0.0%	+10.89%	41
JANE STREET GROUP, LLC	New	31,579	$1.2M	0.0%	+4.94%	35
Creative Planning	Decreased	30,171(-31.6%)	$1.1M	0.0%	+30.66%	0
PNC FINANCIAL SERVICES GROUP, INC.	Unchanged	5,986	$221,422	0.0%	+20.38%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	5,985(-28.2%)	$221,385	0.0%	+5.99%	0

ZACKS TRUST

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