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-Q2 13F filings (latest filed 2026-08-18). 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
The tracked-fund tape on SMIZ is one-sided between 2026-Q1 and 2026-Q2: 32 added or opened and 6 trimmed or exited — on balance accumulating.
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 1.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.1pp 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 2026-Q1 and 2026-Q2, across 71 tracked filers holding SMIZ, 48 increased or opened the position and 27 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 2026-Q1 and 2026-Q2 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 9
- FOCUSED ALPHA, LLC$2M
- Golden State Wealth Management, LLC$2M
- GOLDMAN SACHS GROUP INC$2M
- AXXCESS WEALTH MANAGEMENT, LLC$1M
- Rothschild Wealth LLC$1M
- PKS Advisory Services, LLC$940K
Full exits 4
- Wayfinding Financial, LLC$6M
- Bauman Advisory Group, LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
- Integrity Wealth Partners, LLC$555K
Largest adds
- Avior Wealth Management, LLC$13M
- Steward Partners Investment Advisory, LLC$12M
- TRUE Private Wealth Advisors$10M
- Strive Financial Group ,LLC$8M
- GeoWealth Management, LLC$6M
- LPL Financial LLC$6M
Largest trims
- CreativeOne Wealth, LLC$4M
- JANE STREET GROUP, LLC$446K
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 | 1,019,930 | $46M | 16.9% | 2026-Q2 |
| TRUE Private Wealth Advisors added | 776,904 | $35M | 12.9% | 2026-Q2 |
| GeoWealth Management, LLC added | 377,337 | $17M | 6.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 293,193 | $13M | 4.9% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 266,062 | $12M | 4.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 254,812 | $11M | 4.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 244,611 | $11M | 4.1% | 2026-Q2 |
| CONTINENTAL INVESTORS SERVICES, INC. added | 244,244 | $11M | 3.9% | 2026-Q2 |
| Sanchez Wealth Management Group added | 218,094 | $10M | 3.6% | 2026-Q2 |
| LPL Financial LLC added | 213,976 | $10M | 3.6% | 2026-Q2 |
| Strive Financial Group ,LLC added | 205,799 | $9M | 3.4% | 2026-Q2 |
| Koshinski Asset Management, Inc. added | 148,231 | $7M | 2.5% | 2026-Q2 |
| Arete Wealth Advisors, LLC trimmed | 113,896 | $5M | 1.9% | 2026-Q2 |
| Strategic Blueprint, LLC added | 79,321 | $4M | 1.3% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 76,306 | $3M | 1.3% | 2026-Q2 |
| Maia Wealth LLC added | 72,018 | $3M | 1.2% | 2026-Q2 |
| M1 Capital Management LLC added | 71,943 | $3M | 1.2% | 2026-Q2 |
| Navigation Wealth Management, Inc. added | 67,317 | $3M | 1.1% | 2026-Q2 |
| Balboa Wealth Partners trimmed | 54,640 | $2M | 0.9% | 2026-Q2 |
| FOCUSED ALPHA, LLC new | 53,882 | $2M | 0.9% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 52,211 | $2M | 0.9% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 51,779 | $2M | 0.9% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 47,553 | $2M | 0.8% | 2026-Q2 |
| Alteri Wealth LLC trimmed | 40,908 | $2M | 0.7% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 39,660 | $2M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 38,907 | $2M | 0.6% | 2026-Q2 |
| Ignite Planners, LLC added | 34,400 | $2M | 0.6% | 2026-Q2 |
| EJMK Ventures LLC trimmed | 32,623 | $1M | 0.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 30,080 | $1M | 0.5% | 2026-Q2 |
| Rothschild Wealth LLC new | 27,618 | $1M | 0.5% | 2026-Q2 |
| Paragon Private Wealth Management, LLC trimmed | 26,596 | $1M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 23,713 | $1M | 0.4% | 2026-Q2 |
| Westside Investment Management, Inc. added | 22,607 | $1M | 0.4% | 2026-Q2 |
| Faithward Advisors, LLC added | 22,344 | $997K | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 21,733 | $970K | 0.4% | 2026-Q2 |
| PKS Advisory Services, LLC new | 21,075 | $940K | 0.3% | 2026-Q2 |
| Axim Planning & Wealth trimmed | 20,917 | $933K | 0.3% | 2026-Q2 |
| GK Wealth Management LLC new | 19,312 | $862K | 0.3% | 2026-Q2 |
| Stirlingshire Investments, Inc. trimmed | 18,257 | $815K | 0.3% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 16,003 | $714K | 0.3% | 2026-Q2 |
| Simplicity Wealth,LLC trimmed | 15,956 | $712K | 0.3% | 2026-Q2 |
| Vantus Wealth LLC added | 15,716 | $701K | 0.3% | 2026-Q2 |
| Revisor Wealth Management LLC added | 14,859 | $663K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 14,832 | $662K | 0.2% | 2026-Q2 |
| Carter Financial Group, INC. added | 13,103 | $585K | 0.2% | 2026-Q2 |
| Vann Equity Management LLC new | 11,959 | $534K | 0.2% | 2026-Q2 |
| Rossby Financial, LCC | 10,319 | $460K | 0.2% | 2026-Q2 |
| Latitude Advisors, LLC added | 7,685 | $343K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 7,310 | $326K | 0.1% | 2026-Q2 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 6,932 | $309K | 0.1% | 2026-Q2 |
| Cooper Financial Group new | 6,908 | $308K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 6,471 | $289K | 0.1% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 6,118 | $273K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 6,050 | $270K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 5,986 | $267K | 0.1% | 2026-Q2 |
| Empirical Asset Management, LLC trimmed | 5,752 | $257K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 5,692 | $254K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC new | 5,475 | $244K | 0.1% | 2026-Q2 |
| Independent Wealth Network Inc. new | 5,243 | $234K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC new | 5,216 | $233K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 4,557 | $203K | 0.1% | 2026-Q2 |
| Arax Advisory Partners trimmed | 3,248 | $145K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,279 | $102K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 671 | $29K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 556 | $25K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 476 | $21K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC trimmed | 371 | $17K | 0.0% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. new | 162 | $7K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 89 | $4K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 32 | $1K | 0.0% | 2026-Q2 |
| Luminist Capital LLC new | 1 | $45 | 0.0% | 2026-Q2 |
| Wayfinding Financial, LLC trimmed | 149,398 | $6M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| Bauman Advisory Group, LLC trimmed | 47,845 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 29,122 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Integrity Wealth Partners, LLC new | 14,972 | $555K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 10,032 | $372K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 7,050 | $261K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 613 | $23K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ASSETMARK, INC new | 99 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 62 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Atria Investments, Inc added | 9,791 | $362K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Axiom Financial Strategies, LLC | 7,614 | $282K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Retirement Wealth Solutions LLC added | 496 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| von Borstel & Associates, Inc. new | 149,605 | $6M | 2.1% | 2025-Q3 stale (3 quarters behind) |
| B.O.S.S. Retirement Advisors, LLC added | 6,136 | $229K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP new | 959 | $36K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Freedom Investment Management, Inc. trimmed | 13,087 | $444K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| CITADEL ADVISORS LLC new | 11,826 | $401K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| US BANCORP \DE\ new | 853 | $29K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.