Who owns SMIZ
Which tracked institutional funds hold SMIZ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMIZ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
12 tracked funds added or opened SMIZ while 5 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMIZ’s largest tracked holder by dollar value, Avior Wealth Management, LLC, sizes it at 0.9% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMIZ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 61 tracked filers holding SMIZ, 36 increased or opened the position and 23 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMIZ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- ENVESTNET ASSET MANAGEMENT INC$8M
- TRUIST FINANCIAL CORP$6M
- Integrity Wealth Partners, LLC$555K
Full exits 1
- AXXCESS WEALTH MANAGEMENT, LLC$2M
Largest adds
- Avior Wealth Management, LLC$8M
- GeoWealth Management, LLC$6M
- CONTINENTAL INVESTORS SERVICES, INC.$4M
- TRUE Private Wealth Advisors$3M
- Koshinski Asset Management, Inc.$988K
- Maia Wealth LLC$617K
Largest trims
- Arete Wealth Advisors, LLC$998K
- Advisory Services Network, LLC$896K
- EJMK Ventures LLC$711K
- JANE STREET GROUP, LLC$519K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Avior Wealth Management, LLC added | 887,974 | $33M | 18.0% | 2026-Q1 |
| TRUE Private Wealth Advisors added | 671,534 | $25M | 13.6% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 411,647 | $15M | 8.3% | 2026-Q1 |
| GeoWealth Management, LLC added | 295,505 | $11M | 6.0% | 2026-Q1 |
| Sanchez Wealth Management Group added | 211,983 | $8M | 4.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 205,224 | $8M | 4.2% | 2026-Q1 |
| CONTINENTAL INVESTORS SERVICES, INC. added | 179,114 | $8M | 4.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP new | 167,134 | $6M | 3.4% | 2026-Q1 |
| Wayfinding Financial, LLC trimmed | 149,398 | $6M | 3.0% | 2026-Q1 |
| Koshinski Asset Management, Inc. added | 138,522 | $5M | 2.8% | 2026-Q1 |
| Arete Wealth Advisors, LLC trimmed | 116,404 | $4M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 107,849 | $4M | 2.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 78,015 | $3M | 1.6% | 2026-Q1 |
| Strategic Blueprint, LLC added | 73,254 | $3M | 1.5% | 2026-Q1 |
| M1 Capital Management LLC added | 70,414 | $3M | 1.4% | 2026-Q1 |
| Maia Wealth LLC added | 64,516 | $2M | 1.3% | 2026-Q1 |
| Balboa Wealth Partners added | 63,395 | $2M | 1.3% | 2026-Q1 |
| Navigation Wealth Management, Inc. trimmed | 58,744 | $2M | 1.2% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 51,239 | $2M | 1.0% | 2026-Q1 |
| Bauman Advisory Group, LLC trimmed | 47,845 | $2M | 1.0% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 45,700 | $2M | 0.9% | 2026-Q1 |
| Strive Financial Group ,LLC added | 45,293 | $2M | 0.9% | 2026-Q1 |
| Alteri Wealth LLC added | 42,047 | $2M | 0.9% | 2026-Q1 |
| EJMK Ventures LLC trimmed | 40,208 | $1M | 0.8% | 2026-Q1 |
| Ignite Planners, LLC added | 32,413 | $1M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 29,122 | $1M | 0.6% | 2026-Q1 |
| Paragon Private Wealth Management, LLC trimmed | 27,236 | $1M | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 25,791 | $956K | 0.5% | 2026-Q1 |
| Faithward Advisors, LLC added | 22,285 | $826K | 0.5% | 2026-Q1 |
| Axim Planning & Wealth added | 21,870 | $811K | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 21,695 | $804K | 0.4% | 2026-Q1 |
| Westside Investment Management, Inc. added | 20,917 | $778K | 0.4% | 2026-Q1 |
| Stirlingshire Investments, Inc. trimmed | 18,490 | $685K | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 17,508 | $649K | 0.4% | 2026-Q1 |
| Simplicity Wealth,LLC trimmed | 17,380 | $644K | 0.4% | 2026-Q1 |
| Integrity Wealth Partners, LLC new | 14,972 | $555K | 0.3% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 14,781 | $548K | 0.3% | 2026-Q1 |
| Vise Technologies, Inc. | 14,456 | $535K | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 13,109 | $486K | 0.3% | 2026-Q1 |
| Carter Financial Group, INC. trimmed | 13,092 | $485K | 0.3% | 2026-Q1 |
| Rossby Financial, LCC trimmed | 10,319 | $386K | 0.2% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 10,032 | $372K | 0.2% | 2026-Q1 |
| Baer Investment Advisory LLC new | 10,032 | $372K | 0.2% | 2026-Q1 |
| Revisor Wealth Management LLC new | 9,641 | $357K | 0.2% | 2026-Q1 |
| Summit Financial, LLC trimmed | 8,177 | $303K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,050 | $261K | 0.1% | 2026-Q1 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 6,932 | $257K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 5,986 | $222K | 0.1% | 2026-Q1 |
| Empirical Asset Management, LLC added | 5,903 | $219K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC | 5,692 | $211K | 0.1% | 2026-Q1 |
| Latitude Advisors, LLC new | 5,620 | $208K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC added | 5,394 | $200K | 0.1% | 2026-Q1 |
| Arax Advisory Partners trimmed | 3,782 | $140K | 0.1% | 2026-Q1 |
| Cornerstone Planning Group LLC | 671 | $28K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 613 | $23K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 356 | $13K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 171 | $6K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 102 | $4K | 0.0% | 2026-Q1 |
| ASSETMARK, INC new | 99 | $4K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 62 | $2K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 40 | $1K | 0.0% | 2026-Q1 |
| von Borstel & Associates, Inc. new | 149,605 | $6M | 3.1% | 2025-Q3 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 49,829 | $2M | 1.0% | 2025-Q4 stale |
| Freedom Investment Management, Inc. trimmed | 13,087 | $444K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 11,826 | $401K | 0.2% | 2025-Q2 stale |
| Vantus Wealth LLC new | 10,451 | $387K | 0.2% | 2025-Q4 stale |
| Atria Investments, Inc added | 9,791 | $362K | 0.2% | 2025-Q4 stale |
| Axiom Financial Strategies, LLC | 7,614 | $282K | 0.2% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC trimmed | 8,775 | $265K | 0.1% | 2025-Q1 stale |
| B.O.S.S. Retirement Advisors, LLC added | 6,136 | $229K | 0.1% | 2025-Q3 stale |
| Allworth Financial LP new | 959 | $36K | 0.0% | 2025-Q3 stale |
| US BANCORP \DE\ new | 853 | $29K | 0.0% | 2025-Q2 stale |
| Retirement Wealth Solutions LLC added | 496 | $18K | 0.0% | 2025-Q4 stale |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 500 | $17K | 0.0% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC new | 431 | $15K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.