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 9 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 Nelson Van Denburg & Campbell Wealth Management Group LLC. For more details on the positions held by Nelson Van Denburg & Campbell Wealth Management 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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Nelson Van Denburg & Campbell Wealth Management Group LLC | 199,298 | $6,306 | 03/31/2024 |
SMIZ | 199,298 | $6,306 | 03/31/2024 |
Kowal Investment Group LLC | 51,275 | $1,622 | 03/31/2024 |
SMIZ | 51,275 | $1,622 | 03/31/2024 |
LifePro Asset Management | 17,000 | $538 | 03/31/2024 |
SMIZ | 17,000 | $538 | 03/31/2024 |
Ignite Planners LLC | 7,990 | $251 | 03/31/2024 |
SMIZ | 7,990 | $251 | 03/31/2024 |
Westside Investment Management Inc. | 1,822 | $57 | 03/31/2024 |
SMIZ | 1,822 | $57 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
SMIZ | 0 | $0 | 03/31/2024 |
Zacks Investment Management | 236,134 | $0 | 12/31/2023 |
SMIZ | 236,134 | $0 | 12/31/2023 |
Advisory Services Network LLC | 13,361 | $0 | 12/31/2023 |
SMIZ | 13,361 | $0 | 12/31/2023 |
Arete Wealth Advisors LLC | 45,986 | $0 | 12/31/2023 |
SMIZ | 45,986 | $0 | 12/31/2023 |
Ethos Financial Group LLC | 7,034 | $0 | 12/31/2023 |
SMIZ | 7,034 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SMIZ
See Details: Top 10 Hedge Funds Holding SMIZ
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