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Disclosery

SMIG ETF SER SOLUTIONS

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ETF (fund)

63 managers (63 13F filers) reported a position in SMIG shares at 2026-06-30, 28,967,722 shares in all. 8 filers opened a position and 9 filers sold out during the quarter.

Managers
63
13F filers
63
New
8
Added
24
Reduced
20
Sold out
9
Shares held by filers
28,967,722

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/10,425,025$342M0.02%+326,48413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,851,152$258M0.01%+1,202,32113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,352,255$77.2M0.01%-37,99513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,493,573$49M0.01%-162,63913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN747,940$24.5M<0.01%+131,26313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC654,984$21.5M0.01%-74,42913F-HRTimelineGroup
Sanctuary Advisors, LLC621,620$20.4M0.09%+62,21513F-HRTimeline
Prime Capital Investment Advisors, LLC446,824$14.7M0.14%+110,18813F-HRTimeline
LPL Financial LLC442,089$14.5M<0.01%-1,68913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP344,586$11.3M0.01%+8,57113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\338,697$11.1M0.01%+30,86913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP247,500$8.12M0.01%+3,76013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…243,529$7.99M0.01%+15,03713F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP228,500$7.5M0.01%new13F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC214,231$7.03M2.08%-6,08513F-HRTimeline
Joseph Group Capital Management203,388$6.67M1.4%-2,14013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO178,139$5.84M<0.01%+18,90213F-HRTimelineGroup
Cetera Investment Advisers165,983$5.45M<0.01%-2,81513F-HRTimeline
Gotham Asset Management, LLC145,154$4.76M0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp132,749$4.36M<0.01%-7,86913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…127,513$4.18M0.01%+23,49913F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co120,600$3.96M0.17%-26,52313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,553$3.82M<0.01%+8313F-HRTimelineGroup
Cambridge Investment Research Advisors,…113,974$3.74M0.01%-2,47013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.106,795$3.5M0.02%-32,29213F-HRTimelineGroup
Heritage Wealth Management, Inc.85,820$2.82M0.7%013F-HRTimeline
Waverly Advisors, LLC82,789$2.72M0.02%-19213F-HRTimeline
Atria Investments, Inc74,000$2.43M0.02%+37513F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC71,135$2.33M0.03%+1,13913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …50,194$1.65M0.03%-3,07213F-HRTimelineGroup
&PARTNERS47,387$1.55M0.01%-4,00613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC44,391$1.46M0.03%+33413F-HRTimeline
Vestmark Advisory Solutions, Inc.44,392$1.46M0.01%+48813F-HRTimeline
Wealth Dimensions Group, Ltd.41,775$1.37M0.25%013F-HRTimeline
EdgeRock Capital LLC38,359$1.26M0.29%+7,79813F-HRTimeline
MML INVESTORS SERVICES, LLC30,772$1.01M<0.01%+9,65413F-HRTimeline
Philadelphia Investment Partners, LLC28,016$919K0.57%-20613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,072$888K<0.01%-106,84913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.26,326$864K<0.01%+34013F-HRTimelineGroup
Darden Wealth Group Inc22,600$742K0.29%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC21,401$702K0.05%-5,72013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,437$506K0.01%new13F-HRTimelineGroup
PFG Investments, LLC15,356$504K0.02%+913F-HRTimeline
OpenArc Corporate Advisory, LLC15,321$503K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…13,591$446K<0.01%new13F-HRTimelineGroup
PUREfi Wealth, LLC13,000$427K0.23%013F-HRTimeline
Janney Montgomery Scott LLC12,916$424K<0.01%-63513F-HRTimeline
Argentarii, LLC10,115$335K0.1%+53713F-HRTimeline
Weaver Consulting Group9,550$313K0.06%013F-HRTimeline
MCF Advisors LLC9,000$296K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,769$288K<0.01%-6,18313F-HRTimelineGroup
Arkadios Wealth Advisors7,770$255K<0.01%+48013F-HRTimeline
Strait & Sound Wealth Management LLC6,772$222K0.08%new13F-HRTimeline
ORBA Wealth Advisors, L.L.C.6,557$215K0.18%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,124$201K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC6,113$201K<0.01%-1,82213F-HRTimeline
CENTAURUS FINANCIAL, INC.3,154$103K<0.01%new13F-HRTimeline
Blue Trust, Inc.2,941$96.5K<0.01%+1513F-HRTimeline
Cornerstone Financial Management LLC2,800$91.9K0.07%013F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,503$49.3K<0.01%+1,30313F-HRTimelineGroup
Farther Finance Advisors, LLC812$26.6K<0.01%013F-HRTimeline
Signature Equity Partners, LLC223$7.32K<0.01%013F-HRTimeline
Nemes Rush Group LLC116$3.81K<0.01%013F-HRTimeline