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☆SMIZ

83 in-universe funds with a nonzero position in SMIZ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#1525
Score / z0.008 / -0.01
Consensus22.32 over 51 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 45.5 1.2% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUE Private Wealth Advisors CIK 0001667074 0.345 283 34.7 3.0% 5 +0.6 pp +0.8 pp +0.7 pp +0.4 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 16.8 0.5% 5 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 13.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 11.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 10.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆CONTINENTAL INVESTORS SERVICES, INC. CIK 0000883634 0.307 81 10.6 8.3% 5 +1.1 pp +3.5 pp +5.1 pp +5.8 pp
☆Sanchez Wealth Management Group CIK 0001697740 0.746 52 9.7 1.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strive Financial Group ,LLC CIK 0002090040 0.068 850 9.2 4.0% 2 +3.1 pp +4.0 pp +4.0 pp +4.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 6.6 0.4% 5 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 5.1 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 3.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 3.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maia Wealth LLC CIK 0002010858 0.212 354 3.2 0.5% 5 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 3.2 1.2% 6 -0.0 pp +0.2 pp +0.3 pp +0.6 pp
☆Navigation Wealth Management, Inc. CIK 0001839930 0.050 33 3.0 4.1% 1 +4.1 pp +0.9 pp +1.1 pp +4.1 pp
☆Balboa Wealth Partners CIK 0001929008 0.294 476 2.4 0.3% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆FOCUSED ALPHA, LLC CIK 0002105062 0.164 264 2.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 2.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 2.3 0.7% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alteri Wealth LLC CIK 0002054980 0.233 296 1.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 1.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 1.5 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆EJMK Ventures LLC CIK 0002113915 0.239 162 1.5 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Rothschild Wealth LLC CIK 0001811345 0.247 656 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Paragon Private Wealth Management, LLC CIK 0001922684 0.230 226 1.2 0.3% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Wayfinding Financial, LLC CIK 0001898131 0.240 171 1.1 0.4% 5 -2.0 pp -2.0 pp -2.0 pp -1.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Westside Investment Management, Inc. CIK 0001538383 0.328 1446 1.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Faithward Advisors, LLC CIK 0001695078 0.111 339 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Axim Planning & Wealth CIK 0001950607 0.146 89 0.9 1.3% 4 +0.3 pp +0.5 pp +0.8 pp +1.3 pp
☆Stirlingshire Investments, Inc. CIK 0001829271 0.056 221 0.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 0.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Simplicity Wealth,LLC CIK 0001913243 0.194 1022 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vantus Wealth LLC CIK 0002109783 0.080 236 0.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 0.6 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Vann Equity Management LLC CIK 0002018412 0.119 168 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Latitude Advisors, LLC CIK 0001843715 0.190 239 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆INVESTMENT ADVISORY SERVICES INC /TX /ADV CIK 0000925953 0.434 140 0.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Empirical Asset Management, LLC CIK 0001926596 0.100 448 0.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Wealth Network Inc. CIK 0001891240 0.224 338 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Axiom Financial Strategies, LLC CIK 0001831985 0.880 34 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Bauman Advisory Group, LLC CIK 0002111802 0.251 81 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just SMIZ). Qtrs Held counts distinct quarters this fund has actually held SMIZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMIZ position size. Δ columns are the percentage-point change in SMIZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status