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Disclosery

SMTH ALPS ETF TR

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SMITH CORE PLUS (fund)

58 managers (60 13F filers) reported a position in SMTH shares at 2025-03-31, 61,209,941 shares in all. 18 filers opened a position and 5 filers sold out during the quarter.

Managers
58
13F filers
60
New
18
Added
30
Reduced
8
Sold out
5
Shares held by filers
61,209,941

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,822,260$1B1.92%+3,155,00413F-HRTimeline
SHUFRO ROSE & CO LLC4,543,908$118M9.29%+2,699,82013F-HRTimeline
Annex Advisory Services, LLC3,496,658$90.5M2.57%+529,88813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding2,741,799$71M+782,159Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,932,956$50M0.01%new13F-HRTimelineGroup
Hamilton Wealth, LLC1,619,820$41.9M10.1%+29,47813F-HRTimeline
Lineweaver Wealth Advisors, LLC1,010,919$26.2M4.46%+417,60413F-HRTimeline
Principle Wealth Partners LLC997,835$25.8M1.85%-84,74313F-HRTimeline
Traction Financial Partners, LLC680,889$17.6M13.76%new13F-HRTimeline
ADAPT WEALTH ADVISORS, LLC593,317$15.4M7.49%+178,86613F-HRTimeline
Advisory Resource Group545,393$14.1M2.88%-30,94113F-HRTimeline
Prasad Wealth Partners, LLC540,723$14M4.57%+52,88113F-HRTimeline
Guardian Financial Partners, LLC413,213$10.7M5.12%+10,74213F-HRTimeline
Gallacher Capital Management LLC323,342$8.37M4.08%+36,66413F-HRTimeline
World Investment Advisors294,502$7.62M0.2%+28,88213F-HRTimeline
Integrated Wealth Concepts LLC273,026$7.07M0.08%-77,96413F-HRTimeline
NorthCrest Asset Manangement, LLC238,408$6.17M0.19%+151,39313F-HRTimeline
Old Port Advisors217,146$5.62M1.67%+183,98313F-HRTimeline
Ethos Financial Group, LLC211,720$5.48M0.52%new13F-HRTimeline
NIXON PEABODY TRUST CO205,180$5.31M0.45%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC180,582$4.67M0.03%+27,54513F-HRTimelineGroup
Spectrum Investment Advisors, Inc.165,544$4.29M2.77%+3,87313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC130,446$3.38M<0.01%-35,16313F-HR/ATimelineGroup
Riverbend Wealth Management, LLC113,955$2.95M2.64%+7,12513F-HRTimeline
Arax Advisory Partners113,619$2.94M0.19%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC106,071$2.75M<0.01%new13F-HRTimelineGroup
Triumph Capital Management90,173$2.33M0.78%+14,59513F-HRTimeline
Fermata Advisors, LLC84,791$2.19M0.4%+4,95213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS73,495$1.9M0.08%+48,47413F-HRTimelineGroup
Sovereign Investment Advisors, LLC58,378$1.5M0.52%-318,34113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC48,874$1.27M<0.01%+12,59113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,627$1.21M<0.01%-50,22213F-HR/ATimelineGroup
LPL Financial LLC44,747$1.16M<0.01%+9,74613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,063$882K<0.01%+813F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC33,435$865K0.21%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,901$696K0.02%+7813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC20,657$535K<0.01%-1,65213F-HRTimeline
G&S Capital LLC18,859$488K0.21%new13F-HRTimeline
Coastal Bridge Advisors, LLC15,125$392K0.04%+4113F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,108$391K<0.01%+5,00013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,400$373K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.12,219$316K<0.01%+63313F-HRTimelineGroup
ABLE Financial Group, LLC10,818$280K0.08%new13F-HRTimeline
Strategic Financial Concepts, LLC9,016$233K0.04%+1,15913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,693$225K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,107$210K<0.01%+3,61513F-HRTimelineGroup
COMERICA BANK7,336$190K<0.01%+4,12213F-HRTimeline
Blue Trust, Inc.5,080$131K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,567$118K<0.01%+2,88213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,642$42.5K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources934$24.2K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC650$16.8K<0.01%-8,67513F-HRTimeline
IFP Advisors, Inc620$16K<0.01%new13F-HRTimeline
Family Capital Trust Co576$14.9K0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…385$9.97K<0.01%new13F-HRTimelineGroup
Operose Advisors LLC256$6.63K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC178$4.62K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.