Creative Planning has opened a new $9.4M position in $SMIZ, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $SMIZ.
$SMIZ Hedge Fund Activity
We have seen 32 institutional investors add shares of $SMIZ stock to their portfolio, and 10 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CREATIVE PLANNING added 311,077 shares (+inf%) to their portfolio in Q1 2025, for an estimated $9,412,070
- SANCHEZ WEALTH MANAGEMENT GROUP added 178,765 shares (+inf%) to their portfolio in Q1 2025, for an estimated $5,408,785
- CREATIVEONE WEALTH, LLC added 168,426 shares (+105.8%) to their portfolio in Q1 2025, for an estimated $5,095,964
- AVIOR WEALTH MANAGEMENT, LLC added 78,541 shares (+14.0%) to their portfolio in Q1 2025, for an estimated $2,376,367
- TRUE PRIVATE WEALTH ADVISORS added 68,192 shares (+11.7%) to their portfolio in Q4 2024, for an estimated $2,262,562
- PROSPERITY FINANCIAL GROUP, INC. removed 50,181 shares (-48.2%) from their portfolio in Q1 2025, for an estimated $1,518,296
- ENVESTNET ASSET MANAGEMENT INC added 42,333 shares (+inf%) to their portfolio in Q1 2025, for an estimated $1,280,844
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $SMIZ ticker page for more data.
