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Disclosery

SMIG ETF SER SOLUTIONS

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ETF (fund)

64 managers (64 13F filers) reported a position in SMIG shares at 2026-03-31, 27,267,852 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
64
13F filers
64
New
11
Added
32
Reduced
12
Sold out
6
Shares held by filers
27,267,852

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/10,098,541$296M0.02%+565,35613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY6,648,831$195M0.01%+615,19513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,390,250$70.2M0.01%+24,37713F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,656,212$48.6M0.01%-6,95113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC729,413$21.4M0.01%+105,30413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN616,677$18.1M<0.01%+138,55313F-HR/ATimelineGroup
Sanctuary Advisors, LLC559,405$16.4M0.09%+375,69113F-HRTimeline
LPL Financial LLC443,778$13M<0.01%+1,01213F-HRTimeline
Prime Capital Investment Advisors, LLC336,636$9.88M0.11%+17,01513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP336,015$9.86M0.01%+6,03913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\307,828$9.03M0.01%+2,25013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP243,740$7.15M0.01%+1,10613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…228,492$6.71M0.01%+41,98013F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC220,316$6.47M2.1%+3,75713F-HRTimeline
Joseph Group Capital Management205,528$6.03M1.51%+6,59713F-HRTimeline
Cetera Investment Advisers168,798$4.95M0.01%+8,91113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO159,237$4.61M<0.01%+6,40513F-HR/ATimelineGroup
Pine Valley Investments Ltd Liability Co147,123$4.32M0.21%-201,17613F-HRTimeline
Gotham Asset Management, LLC145,154$4.26M0.01%-24,84613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp140,618$4.13M<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,087$4.01M0.03%+15,35913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC133,921$3.93M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,470$3.42M<0.01%-7,31313F-HRTimelineGroup
Cambridge Investment Research Advisors,…116,444$3.42M0.01%-1,67413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…104,014$3.05M0.01%-18,15513F-HRTimelineGroup
Heritage Wealth Management, Inc.85,820$2.52M1.25%013F-HRTimeline
Waverly Advisors, LLC82,981$2.44M0.02%-3,87213F-HRTimeline
Atria Investments, Inc73,625$2.16M0.02%+35,63613F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC69,996$2.05M0.03%+1,35713F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …53,266$1.56M0.03%-1,10513F-HRTimelineGroup
&PARTNERS51,393$1.53M0.01%+30,78913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC44,057$1.29M0.03%+1,87413F-HRTimeline
Vestmark Advisory Solutions, Inc.43,904$1.29M0.01%+1,72113F-HRTimeline
Wealth Dimensions Group, Ltd.41,775$1.23M0.24%013F-HRTimeline
Dorsey & Whitney Trust CO LLC33,365$979K0.05%new13F-HRTimeline
EdgeRock Capital LLC30,561$897K0.24%+56513F-HRTimeline
Philadelphia Investment Partners, LLC28,222$828K0.56%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC27,121$796K0.06%-19,33913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.25,986$763K<0.01%+47913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC21,118$620K<0.01%+96813F-HRTimeline
PFG Investments, LLC15,347$450K0.02%+3,01213F-HRTimeline
OpenArc Corporate Advisory, LLC15,321$450K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,952$439K<0.01%+1,14313F-HRTimelineGroup
Janney Montgomery Scott LLC13,551$398K<0.01%-2,76613F-HRTimeline
PUREfi Wealth, LLC13,000$382K0.25%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,844$377K<0.01%new13F-HRTimelineGroup
SAPIENT CAPITAL LLC10,560$310K<0.01%new13F-HR/ATimeline
Argentarii, LLC9,578$281K0.1%+1,52013F-HRTimeline
Weaver Consulting Group9,550$280K0.07%013F-HRTimeline
MCF Advisors LLC9,000$264K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,360$245K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC7,935$233K<0.01%+6,98513F-HR/ATimeline
Arkadios Wealth Advisors7,290$214K<0.01%-26513F-HRTimeline
Qube Research & Technologies Ltd4,030$118K<0.01%+2,68913F-HRTimeline
MAI Capital Management3,365$98.8K<0.01%+40913F-HRTimeline
Blue Trust, Inc.2,926$85.9K<0.01%+1,24913F-HRTimeline
Cornerstone Financial Management LLC2,800$82.2K0.08%013F-HR/ATimeline
Farther Finance Advisors, LLC812$23.9K<0.01%013F-HRTimeline
Signature Equity Partners, LLC223$6.54K<0.01%013F-HRTimeline
Allworth Financial LP208$6.11K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.200$5.87K<0.01%-1,49113F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP165$4.77K<0.01%new13F-HRTimelineGroup
Nemes Rush Group LLC116$3.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$29<0.01%new13F-HRTimelineGroup