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 |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
103,620
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2025
Reduced 37.8%
|
|
|
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 |
Nov 07, 2025 Q3 2025 |
55,160
shares
|
$1.56 Million
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
48,712
shares
|
$1.38 Million
0.1% of portfolio
|
Q3 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
|
Oct 28, 2025 Q3 2025 |
30,501
shares
|
$864,093
0.33% of portfolio
|
Q3 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
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
14,884
shares
|
$421,663
0.09% of portfolio
|
Q3 2025
Reduced 21.99%
|
|
|
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 |
Oct 21, 2025 Q3 2025 |
13,000
shares
|
$368,290
0.3% 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 |
Oct 27, 2025 Q3 2025 |
7,883
shares
|
$223,325
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 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%
|
|