EdgeMarketInstruments › SMIZ

SMIZ — Zacks Small/Mid Cap ETF

US equity
42.61 +0.46% today
USD · as of 2026-08-21

Price · 2024-08-26 → 2026-08-21

499 daily closes shown
52w low 35.23 · high 44.62

Anonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2023-10-03.

Performance

1 day+0.46%
1 week-3.37%
1 month-0.12%
3 months+1.99%
6 months+7.38%
Year to date+13.72%
1 year+20.60%

Technicals

RSI 1449.2
vs 50-day avg-1.27%
vs 200-day avg+6.25%
Volatility 1y18.1%
Max drawdown 1y-10.51%
Avg volume 30d26.7K
Daily bars held724
History from2023-10-03

Dividends

Yield (trailing 12m)0.54%
Paid last 12m0.2289
Payments in 12m1
Paying since2023-12-22

Largest institutional holders

managervalueshares
Avior Wealth Management, LLC32.9M888.0K
TRUE Private Wealth Advisors24.9M671.5K
CreativeOne Wealth, LLC15.3M411.6K
GeoWealth Management, LLC11.0M295.5K
Sanchez Wealth Management Group7.9M212.0K
ENVESTNET ASSET MANAGEMENT INC7.6M205.2K
CONTINENTAL INVESTORS SERVICES, INC.7.6M179.1K
TRUIST FINANCIAL CORP6.3M167.1K
Koshinski Asset Management, Inc.5.1M138.5K
Arete Wealth Advisors, LLC4.3M116.4K

13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →

Short selling

Avg short volume, 90d54.8% of tape
Days observed61

This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →

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