Who owns SMTH
Which tracked institutional funds hold SMTH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMTH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
25 tracked funds added or opened SMTH while 18 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
SMTH’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMTH 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 82 tracked filers holding SMTH, 42 increased or opened the position and 38 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 SMTH 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
- MGO ONE SEVEN LLC$2M
- Integras Partners LLC$744K
- ROYAL BANK OF CANADA$573K
Full exits 4
- Thrivent Financial for Lutherans$19M
- GOLDMAN SACHS GROUP INC$1M
- Boyer Financial Services, Inc.$1M
- JANE STREET GROUP, LLC$616K
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$184M
- Trilogy Capital Inc.$58M
- BANK OF AMERICA CORP /DE/$34M
- Annex Advisory Services, LLC$30M
- Vise Technologies, Inc.$8M
- SHUFRO ROSE & CO LLC$5M
Largest trims
- Hamilton Wealth, LLC$34M
- Stratos Investment Management, LLC$4M
- Gallacher Capital Management LLC$2M
- ADAPT WEALTH ADVISORS, LLC$1M
- Principle Wealth Partners LLC$888K
- Signal Advisors Wealth, LLC$882K
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 |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 49,724,983 | $1.3B | 53.7% | 2026-Q2 |
| Annex Advisory Services, LLC added | 9,237,012 | $238M | 10.2% | 2026-Q2 |
| SHUFRO ROSE & CO LLC added | 5,299,519 | $136M | 5.8% | 2026-Q2 |
| Trilogy Capital Inc. added | 4,184,387 | $108M | 4.6% | 2026-Q2 |
| Stratos Investment Management, LLC trimmed | 3,279,310 | $84M | 3.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,257,775 | $58M | 2.5% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC added | 1,579,639 | $41M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,441,110 | $37M | 1.6% | 2026-Q2 |
| Hamilton Wealth, LLC trimmed | 1,336,672 | $34M | 1.5% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 1,255,537 | $32M | 1.4% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 923,625 | $24M | 1.0% | 2026-Q2 |
| Vise Technologies, Inc. added | 790,997 | $20M | 0.9% | 2026-Q2 |
| ADAPT WEALTH ADVISORS, LLC trimmed | 682,887 | $18M | 0.8% | 2026-Q2 |
| Traction Financial Partners, LLC added | 677,300 | $17M | 0.7% | 2026-Q2 |
| Principle Wealth Partners LLC trimmed | 642,470 | $17M | 0.7% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 557,618 | $14M | 0.6% | 2026-Q2 |
| Guardian Financial Partners, LLC added | 529,672 | $14M | 0.6% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 481,227 | $12M | 0.5% | 2026-Q2 |
| World Investment Advisors | 436,043 | $11M | 0.5% | 2026-Q2 |
| Old Port Advisors added | 431,023 | $11M | 0.5% | 2026-Q2 |
| Ethos Financial Group, LLC added | 424,943 | $11M | 0.5% | 2026-Q2 |
| Prasad Wealth Partners, LLC trimmed | 378,849 | $10M | 0.4% | 2026-Q2 |
| Sovereign Investment Advisors, LLC | 373,742 | $10M | 0.4% | 2026-Q2 |
| Gallacher Capital Management LLC trimmed | 309,268 | $8M | 0.3% | 2026-Q2 |
| NIXON PEABODY TRUST CO added | 306,809 | $8M | 0.3% | 2026-Q2 |
| Tenzing Financial LLC trimmed | 291,152 | $7M | 0.3% | 2026-Q2 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 284,270 | $7M | 0.3% | 2026-Q2 |
| Spectrum Investment Advisors, Inc. added | 246,241 | $6M | 0.3% | 2026-Q2 |
| Riverbend Wealth Management, LLC trimmed | 169,716 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 159,183 | $4M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 131,627 | $3M | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC trimmed | 131,117 | $3M | 0.1% | 2026-Q2 |
| Blue Line Capital, LLC / IL added | 107,187 | $3M | 0.1% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 107,036 | $3M | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 104,582 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 96,686 | $2M | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 80,196 | $2M | 0.1% | 2026-Q2 |
| Arsenal Capital Advisors LLC trimmed | 69,082 | $2M | 0.1% | 2026-Q2 |
| Tidal Investments LLC added | 66,900 | $2M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 64,514 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 56,672 | $1M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 34,679 | $893K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 34,290 | $883K | 0.0% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC | 33,627 | $866K | 0.0% | 2026-Q2 |
| Integras Partners LLC new | 28,913 | $744K | 0.0% | 2026-Q2 |
| G&S Capital LLC trimmed | 28,910 | $744K | 0.0% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 26,835 | $700K | 0.0% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 25,700 | $662K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 24,278 | $625K | 0.0% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 24,048 | $619K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 23,410 | $603K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 23,260 | $599K | 0.0% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 22,444 | $578K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 22,263 | $573K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 21,198 | $546K | 0.0% | 2026-Q2 |
| Triumph Capital Management trimmed | 20,996 | $540K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 19,942 | $513K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 16,772 | $432K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 16,142 | $415K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 13,180 | $339K | 0.0% | 2026-Q2 |
| Tribridge Partners Financial LLC | 12,791 | $324K | 0.0% | 2026-Q2 |
| Summit Financial, LLC added | 11,396 | $293K | 0.0% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 9,259 | $238K | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 8,821 | $227K | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,048 | $207K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 7,953 | $205K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 7,486 | $193K | 0.0% | 2026-Q2 |
| BlackRock, Inc. trimmed | 4,796 | $123K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 2,147 | $55K | 0.0% | 2026-Q2 |
| Johnson Financial Group, Inc. | 2,087 | $54K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 1,095 | $28K | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 934 | $24K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 630 | $16K | 0.0% | 2026-Q2 |
| Meramec Financial Planners, LLC new | 624 | $16K | 0.0% | 2026-Q2 |
| Family Capital Trust Co trimmed | 553 | $14K | 0.0% | 2026-Q2 |
| Signature Resources Capital Management, LLC | 414 | $11K | 0.0% | 2026-Q2 |
| Operose Advisors LLC | 256 | $7K | 0.0% | 2026-Q2 |
| FWL INVESTMENT MANAGEMENT, LLC | 178 | $5K | 0.0% | 2026-Q2 |
| Golden State Wealth Management, LLC new | 72 | $2K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 56 | $1K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 36 | $927 | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 5 | $129 | 0.0% | 2026-Q2 |
| Thrivent Financial for Lutherans trimmed | 731,969 | $19M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC trimmed | 49,627 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Boyer Financial Services, Inc. trimmed | 39,699 | $1M | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 23,917 | $616K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PEOPLES BANK /OH new | 9,000 | $232K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Madrid Financial Services trimmed | 7,887 | $203K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Curbstone Financial Management Corp new | 21,366 | $557K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 19,695 | $513K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Stratos Wealth Partners, LTD. added | 18,258 | $476K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. trimmed | 9,994 | $261K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 7,486 | $195K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,941 | $77K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Advisory Resource Group trimmed | 477,093 | $12M | 0.5% | 2025-Q3 stale (3 quarters behind) |
| Main Street Financial Solutions, LLC added | 77,618 | $2M | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HighTower Advisors, LLC new | 29,912 | $782K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 9,250 | $242K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC new | 6,152 | $161K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC added | 31,897 | $825K | 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.