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Funds Holding SMIZ

On this page, we present all of the funds holding SMIZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SMIZ, with a link to that fund's top holdings. The next columns indicate the amount of SMIZ stock held by each of the funds holding SMIZ, followed by the SMIZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 8 funds holding SMIZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Kowal Investment Group LLC. For more details on the positions held by Kowal Investment Group LLC (or by any of the other funds holding SMIZ), click the fund name in the "Holder" column of the funds-holding-SMIZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Kowal Investment Group LLC51,275$1,622 03/31/2024
     SMIZ51,275$1,622 03/31/2024
LifePro Asset Management17,000$538 03/31/2024
     SMIZ17,000$538 03/31/2024
Ignite Planners LLC7,990$251 03/31/2024
     SMIZ7,990$251 03/31/2024
Westside Investment Management Inc.1,822$57 03/31/2024
     SMIZ1,822$57 03/31/2024
Proequities Inc.0$0 12/31/2023
     SMIZ0$0 12/31/2023
Zacks Investment Management236,134$0 12/31/2023
     SMIZ236,134$0 12/31/2023
Advisory Services Network LLC13,361$0 12/31/2023
     SMIZ13,361$0 12/31/2023
Arete Wealth Advisors LLC45,986$0 12/31/2023
     SMIZ45,986$0 12/31/2023
Ethos Financial Group LLC7,034$0 12/31/2023
     SMIZ7,034$0 12/31/2023

See Summary: Institutional Holders of SMIZ
See Details: Top 10 Hedge Funds Holding SMIZ

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