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 26.4 Million shares, which have been reported (via 13F filing form) to have a value of $749 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
90,886
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,097
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2024
Added 60.29%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
85,820
shares
|
$2.43 Million
0.75% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
77,209
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
66,983
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
54,371
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2025
Reduced 1.43%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
48,712
shares
|
$1.38 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
46,460
shares
|
$1.32 Million
0.11% of portfolio
|
Q4 2025
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
41,775
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
38,593
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Added 25.31%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
35,874
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
Added 26.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
32,905
shares
|
$932,198
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Edge Rock Capital LLC
|
Jan 14, 2026 Q4 2025 |
29,996
shares
|
$849,786
0.3% of portfolio
|
Q4 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
24,349
shares
|
$689,807
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
15,900
shares
|
$450,447
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
13,661
shares
|
$387,016
0.0% of portfolio
|
Q3 2025
Added 9.15%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
13,000
shares
|
$368,290
0.29% of portfolio
|
Q3 2025
Added 14.04%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
10,355
shares
|
$293,357
0.25% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
9,914
shares
|
$280,863
0.02% of portfolio
|
Q3 2025
Added 9.91%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
9,550
shares
|
$270,551
0.09% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
8,218
shares
|
$232,815
0.0% of portfolio
|
Q3 2025
Reduced 25.92%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jan 13, 2026 Q4 2025 |
8,058
shares
|
$228,283
0.08% of portfolio
|
Q4 2025
Added 2.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
7,327
shares
|
$207,573
0.0% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
6,284
shares
|
$178,025
0.0% of portfolio
|
Q2 2024
Reduced 25.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,187
shares
|
$146,947
0.0% of portfolio
|
Q3 2025
Added 30.75%
|
|