ZACKS TRUST SMALL/MID CAP is a security (CUSIP 98888G204) tracked across SEC portfolio filings. 70 institutional managers reported $227.5M on Form 13F as of 2026-06-30.
Showing 15 of 70 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Avior Wealth Management, LLC | OMAHA, NE | $45.5M | 1,019,930 |
| TRUE Private Wealth Advisors | Salem, OR | $34.7M | 776,904 |
| GeoWealth Management, LLC | CHICAGO, IL | $16.8M | 377,337 |
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | $15.3M | 411,647 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $13.1M | 293,193 |
| TRUIST FINANCIAL CORP | CHARLOTTE, NC | $11.4M | 254,812 |
| Sanchez Wealth Management Group | JACKSONVILLE, FL | $9.7M | 218,094 |
| Strive Financial Group ,LLC | CARMEL, IN | $9.2M | 205,799 |
| CONTINENTAL INVESTORS SERVICES, INC. | LONGVIEW, WA | $7.6M | 179,114 |
| Koshinski Asset Management, Inc. | DECATUR, IL | $6.6M | 148,231 |
| Arete Wealth Advisors, LLC | CHICAGO, IL | $4.3M | 116,404 |
| LPL Financial LLC | FORT MILL, SC | $4.0M | 107,849 |
| Strategic Blueprint, LLC | ATLANTA, GA | $3.5M | 79,321 |
| Maia Wealth LLC | DENVER, CO | $3.2M | 72,018 |
| Navigation Wealth Management, Inc. | FORT COLLINS, CO | $3.0M | 67,317 |