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 57 institutions that hold shares in the stock, with a total of 26.5 Million shares, which have been reported (via 13F filing form) to have a value of $750 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
9,647,664
shares
|
$273 Million
0.02% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
6,170,703
shares
|
$175 Million
0.01% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,310,789
shares
|
$65.5 Million
0.01% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,941,243
shares
|
$55 Million
0.01% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
733,096
shares
|
$20.8 Million
0.01% of portfolio
|
Q3 2025
Added 19.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
457,620
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
430,964
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
401,534
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2025
Added 207.17%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
334,410
shares
|
$9.47 Million
0.58% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
321,702
shares
|
$9.11 Million
0.01% of portfolio
|
Q3 2025
Added 108.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
316,849
shares
|
$8.98 Million
0.12% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
300,001
shares
|
$8.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Nov 14, 2025 Q3 2025 |
252,199
shares
|
$7.14 Million
2.64% of portfolio
|
Q3 2025
Added 93.04%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
246,111
shares
|
$6.97 Million
0.01% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2025 Q3 2025 |
217,175
shares
|
$6.15 Million
3.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
189,268
shares
|
$5.36 Million
1.7% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
185,012
shares
|
$5.24 Million
0.02% of portfolio
|
Q3 2025
Added 9.02%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
170,000
shares
|
$4.82 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
146,686
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2025
Added 20.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
141,504
shares
|
$4.01 Million
0.03% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
140,492
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
130,719
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.01%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
129,543
shares
|
$3.67 Million
0.03% of portfolio
|
Q3 2025
Added 7.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
120,523
shares
|
$3.41 Million
0.01% of portfolio
|
Q3 2025
Added 51.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
103,998
shares
|
$2.95 Million
0.01% of portfolio
|
Q3 2025
Added 6.66%
|
|