Who Owns SMIG?
Bahl & Gaynor Small/Mid Cap Income Growth ETF — Institutional Ownership & 13F Holdings
$31.40
+0.43 (+1.39%)
Market Cap
$1.3B
Shares Outstanding
40,208,187
Institutional Holders
49
Total Inst. Value
$540.0M
% of Float Held
—
QoQ Holder Change
+27
Institutional data as of Q1 2025
New Positions
11
Closed Positions
6
Increased
25
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $209.6M | 7,347,035 |
| 2 | MORGAN STANLEY | $140.8M | 4,935,299 |
| 3 | ROYAL BANK OF CANADA | $62.6M | 2,193,043 |
| 4 | UBS Group AG | $41.7M | 1,460,701 |
| 5 | RAYMOND JAMES FINANCIAL INC | $19.4M | 679,992 |
| 6 | US BANCORP \DE\ | $8.3M | 292,461 |
| 7 | CASTLE WEALTH MANAGEMENT LLCNew | $5.8M | 203,170 |
| 8 | TRUIST FINANCIAL CORPNew | $5.6M | 195,491 |
| 9 | U.S. Capital Wealth Advisors, LLC | $4.8M | 168,217 |
| 10 | FIFTH THIRD BANCORP | $4.7M | 165,540 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +3.0M | $209.6M |
| MORGAN STANLEY | +1.2M | $140.8M |
| ROYAL BANK OF CANADA | +378K | $62.6M |
| UBS Group AG | +571K | $41.7M |
| US BANCORP \DE\ | +4K | $8.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| INTEGRITY WEALTH ADVISORS, INC. | -56K | $3.5M |
| RAYMOND JAMES FINANCIAL INC | -47K | $19.4M |
| ENVESTNET ASSET MANAGEMENT INC | -15K | $4K |
| U.S. Capital Wealth Advisors, LLC | -6K | $4.8M |
| Stratos Wealth Partners, LTD. | -4K | $205K |
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Frequently Asked Questions
How many institutional investors hold SMIG?
As of Q1 2025, 49 institutional investors report holding SMIG (Bahl & Gaynor Small/Mid Cap Income Growth ETF) in their 13F filings.
Which hedge fund owns the most SMIG?
The largest institutional holder of SMIG is BANK OF AMERICA CORP /DE/ with $209.6M in shares.
Are institutions buying or selling SMIG?
This quarter, 11 institutions opened new positions in SMIG and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.