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 52 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $421 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| 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
|
$122 Million
0.01% of portfolio
|
Q4 2024
Added 39.95%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,758,184
shares
|
$104 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
|
$50.4 Million
0.01% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
889,927
shares
|
$24.7 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
|
$20.2 Million
0.01% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
457,620
shares
|
$12.7 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
|
$9.28 Million
0.58% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
288,637
shares
|
$8.01 Million
0.01% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
203,170
shares
|
$5.64 Million
3.26% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
195,491
shares
|
$5.42 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Feb 13, 2025 Q4 2024 |
178,708
shares
|
$4.96 Million
3.79% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
168,217
shares
|
$4.67 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
165,540
shares
|
$4.59 Million
0.02% of portfolio
|
Q1 2025
Added 11.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
152,625
shares
|
$4.24 Million
0.0% of portfolio
|
Q4 2024
Added 22.19%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
149,660
shares
|
$4.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
144,718
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
141,504
shares
|
$3.93 Million
0.03% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
113,984
shares
|
$3.16 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 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
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 60.29%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
81,620
shares
|
$2.26 Million
0.79% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
71,870
shares
|
$1.99 Million
0.01% of portfolio
|
Q1 2025
Added 71.12%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
59,887
shares
|
$1.66 Million
0.03% of portfolio
|
Q1 2025
Added 182.43%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
49,414
shares
|
$1.37 Million
0.1% of portfolio
|
Q1 2025
Added 69.32%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
46,245
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Reduced 7.2%
|