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 45 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $337 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,134,429
shares
|
$92.9 Million
0.01% of portfolio
|
Q3 2024
Added 36.27%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,842,325
shares
|
$84.2 Million
0.01% of portfolio
|
Q3 2024
Added 10.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,559,220
shares
|
$46.2 Million
0.01% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
727,115
shares
|
$21.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
457,620
shares
|
$13.6 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
|
$9.91 Million
0.58% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
288,637
shares
|
$8.55 Million
0.01% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
264,298
shares
|
$7.83 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Castle Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
205,552
shares
|
$6.09 Million
3.28% of portfolio
|
Q4 2024
Reduced 7.18%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
174,057
shares
|
$5.16 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
148,540
shares
|
$4.4 Million
0.02% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
142,063
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 55.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
141,504
shares
|
$4.19 Million
0.03% of portfolio
|
Q4 2024
Added 23.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
137,081
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
124,905
shares
|
$3.7 Million
0.0% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
108,124
shares
|
$3.2 Million
0.0% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,097
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 60.29%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
79,620
shares
|
$2.36 Million
0.77% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
68,789
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
49,831
shares
|
$1.48 Million
0.04% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
34,041
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
33,850
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
30,555
shares
|
$905,344
0.04% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
29,183
shares
|
$864,692
0.06% of portfolio
|
Q4 2024
Added 88.58%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
22,552
shares
|
$668,215
0.34% of portfolio
|
Q4 2024
Added 4.64%
|