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Disclosery

SMTH ALPS ETF TR

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SMITH CORE PLUS (fund)

82 managers (82 13F filers) reported a position in SMTH shares at 2026-03-31, 77,779,568 shares in all. 14 filers opened a position and 10 filers sold out during the quarter.

Managers
82
13F filers
82
New
14
Added
39
Reduced
19
Sold out
10
Shares held by filers
77,779,568

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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,086,273$1.07B2.36%-13,379,83213F-HRTimeline
Annex Advisory Services, LLC8,057,413$208M3.89%+1,082,50213F-HRTimeline
SHUFRO ROSE & CO LLC5,106,384$132M8.96%+248,34313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding3,427,061$88.3M+148,986Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,208,173$56.9M0.01%+69,18213F-HRTimelineGroup
Trilogy Capital Inc.1,943,212$50M2.23%+321,66113F-HRTimeline
Lineweaver Wealth Advisors, LLC1,465,774$37.8M5.09%+81,87113F-HRTimeline
Hamilton Wealth, LLC1,326,629$34.2M6.65%-10,86713F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…1,238,142$31.9M1.05%-104,10013F-HRTimelineGroup
Meridian Wealth Management, LLC855,270$22M0.78%+23,05213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…731,969$18.9M0.04%-527,86813F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC721,532$18.6M6.73%+9,37513F-HRTimeline
Traction Financial Partners, LLC677,125$17.4M10.74%-129,56413F-HRTimeline
Principle Wealth Partners LLC676,565$17.4M1%-34,37313F-HRTimeline
NorthCrest Asset Manangement, LLC530,146$13.7M0.43%+48,49013F-HRTimeline
Guardian Financial Partners, LLC495,650$12.8M5.39%+45,02913F-HRTimeline
Vise Technologies, Inc.464,880$12.1M0.24%013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC437,659$11.3M1.67%+50,99013F-HRTimeline
World Investment Advisors436,043$11.2M0.18%+41,22213F-HRTimeline
Prasad Wealth Partners, LLC399,373$10.3M2.8%+12,35313F-HRTimeline
Old Port Advisors385,989$9.94M2.29%+46,60113F-HRTimeline
Gallacher Capital Management LLC379,430$9.77M3.75%+5,03113F-HRTimeline
Sovereign Investment Advisors, LLC373,742$9.63M2.04%+24,04713F-HRTimeline
Ethos Financial Group, LLC298,441$7.66M0.56%+25,11413F-HRTimeline
Tenzing Financial LLC292,878$7.6M5.7%+46,15713F-HRTimeline
NIXON PEABODY TRUST CO289,257$7.45M0.59%+11,94013F-HRTimeline
SBE LLC DBA CEDAR COVE WEALTH PARTNERS218,318$5.62M2.95%+13,81713F-HRTimeline
Spectrum Investment Advisors, Inc.194,520$5.01M2.49%+13,90313F-HRTimeline
Riverbend Wealth Management, LLC194,177$5M3.11%+24,58413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC147,517$3.8M0.02%013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC141,460$3.64M<0.01%+3,73013F-HRTimelineGroup
LPL Financial LLC135,082$3.48M<0.01%+39,72313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/116,201$2.99M<0.01%new13F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS114,592$2.95M0.12%-2,73313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC94,547$2.44M<0.01%-53,59513F-HRTimelineGroup
Crestwood Advisors Group, LLC91,161$2.35M0.04%+14,08613F-HRTimeline
Blue Line Capital, LLC / IL87,352$2.25M2.55%+70,51813F-HRTimeline
Fermata Advisors, LLC82,372$2.12M0.48%-20313F-HRTimeline
Arsenal Capital Advisors LLC79,161$2.04M1.48%+1,60513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN65,017$1.67M<0.01%+11,70013F-HR/ATimelineGroup
Tidal Investments LLCin group Tidal Investments LLC60,870$1.57M<0.01%+19,47913F-HRTimelineGroup
Signal Advisors Wealth, LLC56,677$1.46M0.1%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC49,627$1.28M<0.01%new13F-HRTimelineGroup
Boyer Financial Services, Inc.39,699$1.02M1.08%-17,90713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,733$1.02M<0.01%-4,38313F-HR/ATimelineGroup
G&S Capital LLC38,814$1000K0.35%-2,01813F-HRTimeline
Triumph Capital Management35,378$911K0.19%-2,12713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC34,596$891K<0.01%new13F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC33,627$866K0.18%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.30,565$787K0.1%+3,73013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC26,720$688K0.01%-7713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,545$632K<0.01%+2,12313F-HRTimeline
Coastal Bridge Advisors, LLC24,006$618K0.04%+3913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,917$616K<0.01%+15,57013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,163$597K<0.01%+6,51613F-HRTimelineGroup
Arax Advisory Partners19,900$513K0.01%+1,52213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,014$464K<0.01%+10,34013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY17,190$443K<0.01%013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,191$417K<0.01%-39813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,187$391K<0.01%+3,57613F-HRTimelineGroup
Tribridge Partners Financial LLC12,791$331K0.14%-67013F-HRTimeline
Summit Financial, LLC10,714$276K<0.01%-6,23613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP10,010$258K<0.01%+78913F-HRTimelineGroup
Strategic Financial Concepts, LLC9,612$248K0.06%new13F-HRTimeline
PEOPLES BANK /OH9,000$232K0.14%new13F-HRTimeline
Quantinno Capital Management LP8,019$207K<0.01%new13F-HRTimeline
Madrid Financial Services7,887$203K0.12%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,486$193K<0.01%new13F-HRTimelineGroup
MAI Capital Management2,225$57.3K<0.01%-1,02513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,087$53.8K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC976$25.1K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources934$24.1K<0.01%013F-HRTimelineGroup
Family Capital Trust Co633$16.3K0.01%+2013F-HR/ATimeline
AE Wealth Management LLC631$16.3K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC466$12K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…414$10.7K0.01%new13F-HRTimeline
Operose Advisors LLC256$6.59K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.206$5.32K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC178$4.6K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC96$2.47K<0.01%-20813F-HRTimelineGroup
Allworth Financial LP36$928<0.01%013F-HRTimeline
Smartleaf Asset Management LLC5$128<0.01%new13F-HRTimeline