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Disclosery

SMIG ETF SER SOLUTIONS

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ETF (fund)

59 managers (59 13F filers) reported a position in SMIG shares at 2025-12-31, 25,354,559 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
59
13F filers
59
New
11
Added
18
Reduced
20
Sold out
6
Shares held by filers
25,354,559

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/9,533,185$275M0.02%-114,47913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,033,636$174M0.01%-137,06713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,365,873$68.1M0.01%+55,08413F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,663,163$47.9M0.01%-278,08013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC624,109$18M0.01%-108,98713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN478,124$13.8M<0.01%+76,59013F-HRTimelineGroup
LPL Financial LLC442,766$12.8M<0.01%+11,80213F-HRTimeline
Pine Valley Investments Ltd Liability Co348,299$10M0.5%-4,78613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP329,976$9.5M0.01%+8,27413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC319,621$9.21M0.11%+2,77213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\305,578$8.8M0.01%+5,57713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP242,634$6.99M0.01%-3,47713F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC216,559$6.25M2.07%-61613F-HRTimeline
Joseph Group Capital Management198,931$5.73M1.51%+9,66313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…186,512$5.37M0.02%+1,50013F-HRTimelineGroup
Sanctuary Advisors, LLC183,714$5.29M0.03%+8,97013F-HRTimeline
Gotham Asset Management, LLC170,000$4.9M0.02%013F-HRTimeline
Cetera Investment Advisers159,887$4.6M0.01%+19,39513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO152,832$4.4M<0.01%+6,14613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC123,783$3.56M<0.01%-6,93613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.123,728$3.56M0.02%-5,81513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…122,169$3.52M0.01%+18,17113F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…118,118$3.4M0.01%-2,40513F-HRTimeline
Waverly Advisors, LLC86,853$2.5M0.02%-4,03313F-HRTimeline
Heritage Wealth Management, Inc.85,820$2.47M0.69%013F-HRTimeline
Wealth Intelligence, LLC79,570$2.29M1.14%13F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP70,600$2.03M<0.01%new13F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC68,639$1.98M0.02%+1,65613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …54,371$1.57M0.03%-78913F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC46,460$1.34M0.1%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC42,183$1.22M0.06%-6,52913F-HRTimeline
Vestmark Advisory Solutions, Inc.42,183$1.21M0.02%new13F-HRTimeline
Wealth Dimensions Group, Ltd.41,775$1.2M0.24%013F-HRTimeline
Atria Investments, Inc37,989$1.09M0.01%new13F-HRTimeline
COMERICA BANK34,915$1.01M<0.01%-95913F-HRTimeline
EdgeRock Capital LLC29,996$864K0.23%-50513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,507$735K<0.01%+1,15813F-HRTimelineGroup
&PARTNERS20,604$593K<0.01%-12,30113F-HRTimeline
MML INVESTORS SERVICES, LLC20,150$580K<0.01%-18,44313F-HRTimeline
Janney Montgomery Scott LLC16,317$470K<0.01%+2,65613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.16,122$464K<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,809$398K<0.01%new13F-HRTimelineGroup
PUREfi Wealth, LLC13,000$374K0.29%013F-HRTimeline
PFG Investments, LLC12,335$355K0.02%+2,42113F-HRTimeline
Weaver Consulting Group9,550$275K0.07%013F-HRTimeline
Argentarii, LLC8,058$232K0.08%+17513F-HRTimeline
Arkadios Wealth Advisors7,555$218K<0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,327$211K<0.01%013F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.7,075$204K0.18%-3,28013F-HRTimeline
MAI Capital Management2,956$85.1K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC2,800$80.6K0.08%13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,691$48.7K<0.01%-3,49613F-HRTimelineGroup
Blue Trust, Inc.1,677$48.3K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1,341$38.6K<0.01%+1,17413F-HRTimeline
Parallel Advisors, LLC950$27.4K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC812$23.4K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC223$6.42K<0.01%13F-HRTimeline
Nemes Rush Group LLC116$3.34K<0.01%-11313F-HRTimeline
IFP Advisors, Inc33$950<0.01%new13F-HRTimeline