Who owns SMIG
Which tracked institutional funds hold SMIG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMIG company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SMIG is one-sided between 2026-Q1 and 2026-Q2: 28 added or opened and 5 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMIG’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMIG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 60 tracked filers holding SMIG, 31 increased or opened the position and 29 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMIG between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- TWO SIGMA INVESTMENTS, LP$7M
- Darden Wealth Group Inc$742K
- Freestone Capital Holdings, LLC$506K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$3M
- Dorsey & Whitney Trust CO LLC$979K
Largest adds
- MORGAN STANLEY$62M
- BANK OF AMERICA CORP /DE/$46M
- ROYAL BANK OF CANADA$7M
- WELLS FARGO & COMPANY/MN$6M
- Prime Capital Investment Advisors, LLC$5M
- Sanctuary Advisors, LLC$4M
Largest trims
- GOLDMAN SACHS GROUP INC$3M
- Equitable Holdings, Inc.$502K
- Pine Valley Investments Ltd Liability Co$358K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 10,425,025 | $342M | 35.0% | 2026-Q2 |
| MORGAN STANLEY added | 7,851,152 | $258M | 26.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 2,352,255 | $77M | 7.9% | 2026-Q2 |
| UBS Group AG trimmed | 1,493,573 | $49M | 5.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 747,940 | $25M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 654,984 | $21M | 2.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 621,620 | $20M | 2.1% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 446,824 | $15M | 1.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 442,089 | $15M | 1.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 344,586 | $11M | 1.2% | 2026-Q2 |
| US BANCORP \DE\ added | 338,697 | $11M | 1.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 247,500 | $8M | 0.8% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 243,529 | $8M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 228,500 | $7M | 0.8% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC trimmed | 214,231 | $7M | 0.7% | 2026-Q2 |
| Joseph Group Capital Management trimmed | 203,388 | $7M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 178,139 | $6M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 165,983 | $5M | 0.6% | 2026-Q2 |
| Gotham Asset Management, LLC | 145,154 | $5M | 0.5% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 132,749 | $4M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 127,513 | $4M | 0.4% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co trimmed | 120,600 | $4M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 116,553 | $4M | 0.4% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 106,795 | $4M | 0.4% | 2026-Q2 |
| Heritage Wealth Management, Inc. | 85,820 | $3M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 82,789 | $3M | 0.3% | 2026-Q2 |
| Atria Investments, Inc added | 74,000 | $2M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 71,135 | $2M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 50,194 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 47,387 | $2M | 0.2% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 44,391 | $1M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 44,392 | $1M | 0.1% | 2026-Q2 |
| Wealth Dimensions Group, Ltd. | 41,775 | $1M | 0.1% | 2026-Q2 |
| EdgeRock Capital LLC added | 38,359 | $1M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 30,772 | $1M | 0.1% | 2026-Q2 |
| Philadelphia Investment Partners, LLC trimmed | 28,016 | $919K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 27,072 | $888K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 26,326 | $864K | 0.1% | 2026-Q2 |
| Darden Wealth Group Inc new | 22,600 | $742K | 0.1% | 2026-Q2 |
| TRANSCEND CAPITAL ADVISORS, LLC trimmed | 21,401 | $702K | 0.1% | 2026-Q2 |
| Freestone Capital Holdings, LLC new | 15,437 | $506K | 0.1% | 2026-Q2 |
| PFG Investments, LLC added | 15,356 | $504K | 0.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC | 15,321 | $503K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC new | 13,591 | $446K | 0.0% | 2026-Q2 |
| PUREfi Wealth, LLC | 13,000 | $427K | 0.0% | 2026-Q2 |
| Argentarii, LLC added | 10,115 | $335K | 0.0% | 2026-Q2 |
| Weaver Consulting Group | 9,550 | $313K | 0.0% | 2026-Q2 |
| MCF Advisors LLC | 9,000 | $296K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,769 | $288K | 0.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 7,770 | $255K | 0.0% | 2026-Q2 |
| Strait & Sound Wealth Management LLC new | 6,772 | $222K | 0.0% | 2026-Q2 |
| ORBA Wealth Advisors, L.L.C. trimmed | 6,557 | $215K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 6,124 | $201K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 6,113 | $201K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. added | 2,941 | $96K | 0.0% | 2026-Q2 |
| Cornerstone Financial Management LLC | 2,800 | $92K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,503 | $49K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 812 | $27K | 0.0% | 2026-Q2 |
| Signature Equity Partners, LLC | 223 | $7K | 0.0% | 2026-Q2 |
| Nemes Rush Group LLC | 116 | $4K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 116,444 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Dorsey & Whitney Trust CO LLC new | 33,365 | $979K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 13,551 | $398K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 12,844 | $377K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SAPIENT CAPITAL LLC new | 10,560 | $310K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 8,360 | $245K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Qube Research & Technologies Ltd added | 4,030 | $118K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management added | 3,365 | $99K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allworth Financial LP new | 208 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JONES FINANCIAL COMPANIES LLLP new | 165 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FMR LLC | 1 | $29 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Wealth Intelligence, LLC new | 79,570 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 34,915 | $1M | 0.1% | 2025-Q4 stale (2 quarters behind) |
| D. E. Shaw & Co., Inc. added | 16,122 | $464K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| IFP Advisors, Inc new | 33 | $950 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| INTEGRITY WEALTH ADVISORS, INC. added | 252,199 | $7M | 0.8% | 2025-Q3 stale (3 quarters behind) |
| U.S. Capital Wealth Advisors, LLC trimmed | 103,620 | $3M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| FINANCIAL MANAGEMENT NETWORK INC trimmed | 14,884 | $440K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 8,218 | $243K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Abich Financial Wealth Management LLC new | 69 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 57 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 269,775 | $8M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Kestra Advisory Services, LLC added | 34,874 | $1M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Gladstone Institutional Advisory LLC added | 32,752 | $945K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| MGO ONE SEVEN LLC added | 11,225 | $324K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BLAIR WILLIAM & CO/IL trimmed | 9,378 | $271K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| COWA, LLC new | 8,034 | $232K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 2,024 | $58K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| BlackRock, Inc. new | 465 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group | 436 | $13K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.