Institutional Ownership ETF Ser Solutions Aam Bahl Gay (SMIG)
This table provides information about the institutional ownership of ETF Ser Solutions Aam Bahl Gay (SMIG). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $444 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,386,641
shares
|
$131 Million
0.01% of portfolio
|
Q4 2024
Added 39.95%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,758,184
shares
|
$113 Million
0.01% of portfolio
|
Q4 2024
Added 32.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,815,038
shares
|
$54.3 Million
0.01% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
889,927
shares
|
$26.6 Million
0.0% of portfolio
|
Q4 2024
Added 236.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
727,115
shares
|
$21.8 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
457,620
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
334,410
shares
|
$10 Million
0.58% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
288,637
shares
|
$8.64 Million
0.01% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
205,552
shares
|
$6.15 Million
3.28% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
178,708
shares
|
$5.35 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
174,057
shares
|
$5.21 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
164,214
shares
|
$4.92 Million
0.0% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
152,625
shares
|
$4.57 Million
0.0% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
148,540
shares
|
$4.45 Million
0.02% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
147,830
shares
|
$4.43 Million
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
141,504
shares
|
$4.24 Million
0.03% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
113,984
shares
|
$3.41 Million
0.0% of portfolio
|
Q4 2024
Added 65.7%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
108,229
shares
|
$3.24 Million
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,097
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Added 60.29%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
79,620
shares
|
$2.38 Million
0.77% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
49,831
shares
|
$1.49 Million
0.04% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
42,000
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 23.38%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
40,409
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 19.38%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,720
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
30,555
shares
|
$914,816
0.04% of portfolio
|
Q4 2024
Added 3.49%
|