Who owns SMTH (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-Q1 13F filings. 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 SMTH is one-sided between 2025-Q4 and 2026-Q1: 30 added or opened and 10 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
SMTH’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 2.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.3pp 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 2025-Q4 and 2026-Q1, across 82 tracked filers holding SMTH, 53 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 SMTH between the 2025-Q4 and 2026-Q1 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 4
- BANK OF AMERICA CORP /DE/$3M
- Signal Advisors Wealth, LLC$1M
- GOLDMAN SACHS GROUP INC$1M
- ENVESTNET ASSET MANAGEMENT INC$891K
Full exits 3
- Curbstone Financial Management Corp$557K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$525K
- SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$513K
Largest adds
- Hamilton Wealth, LLC$60M
- Annex Advisory Services, LLC$26M
- Trilogy Capital Inc.$8M
- SHUFRO ROSE & CO LLC$5M
- Stratos Investment Management, LLC$3M
- Blue Line Capital, LLC / IL$2M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$373M
- Thrivent Financial for Lutherans$14M
- Traction Financial Partners, LLC$4M
- LEVEL FOUR ADVISORY SERVICES, LLC$3M
- CITADEL ADVISORS LLC$1M
- Principle Wealth Partners LLC$1M
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 trimmed | 42,086,273 | $1.1B | 52.2% | 2026-Q1 |
| Annex Advisory Services, LLC added | 8,057,413 | $208M | 10.1% | 2026-Q1 |
| SHUFRO ROSE & CO LLC added | 5,106,384 | $132M | 6.4% | 2026-Q1 |
| Stratos Investment Management, LLC added | 3,427,061 | $88M | 4.3% | 2026-Q1 |
| Hamilton Wealth, LLC added | 2,653,258 | $68M | 3.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,208,173 | $57M | 2.8% | 2026-Q1 |
| Trilogy Capital Inc. added | 1,943,212 | $50M | 2.4% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC added | 1,465,774 | $38M | 1.8% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 1,238,142 | $32M | 1.6% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 855,270 | $22M | 1.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 731,969 | $19M | 0.9% | 2026-Q1 |
| ADAPT WEALTH ADVISORS, LLC added | 721,532 | $19M | 0.9% | 2026-Q1 |
| Traction Financial Partners, LLC trimmed | 677,125 | $17M | 0.8% | 2026-Q1 |
| Principle Wealth Partners LLC trimmed | 676,565 | $17M | 0.8% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC added | 530,146 | $14M | 0.7% | 2026-Q1 |
| Guardian Financial Partners, LLC added | 495,650 | $13M | 0.6% | 2026-Q1 |
| Vise Technologies, Inc. | 464,880 | $12M | 0.6% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 437,659 | $11M | 0.5% | 2026-Q1 |
| World Investment Advisors added | 436,043 | $11M | 0.5% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 399,373 | $10M | 0.5% | 2026-Q1 |
| Old Port Advisors added | 385,989 | $10M | 0.5% | 2026-Q1 |
| Gallacher Capital Management LLC added | 379,430 | $10M | 0.5% | 2026-Q1 |
| Sovereign Investment Advisors, LLC added | 373,742 | $10M | 0.5% | 2026-Q1 |
| Ethos Financial Group, LLC added | 298,441 | $8M | 0.4% | 2026-Q1 |
| Tenzing Financial LLC added | 292,878 | $8M | 0.4% | 2026-Q1 |
| NIXON PEABODY TRUST CO added | 289,257 | $7M | 0.4% | 2026-Q1 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS added | 218,318 | $6M | 0.3% | 2026-Q1 |
| Spectrum Investment Advisors, Inc. added | 194,520 | $5M | 0.2% | 2026-Q1 |
| Riverbend Wealth Management, LLC added | 194,177 | $5M | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC | 147,517 | $4M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 141,460 | $4M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 135,082 | $3M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ new | 116,201 | $3M | 0.1% | 2026-Q1 |
| FIRST FOUNDATION ADVISORS trimmed | 114,592 | $3M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 94,547 | $2M | 0.1% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 91,161 | $2M | 0.1% | 2026-Q1 |
| Blue Line Capital, LLC / IL added | 87,352 | $2M | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC trimmed | 82,372 | $2M | 0.1% | 2026-Q1 |
| Arsenal Capital Advisors LLC added | 79,161 | $2M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 65,017 | $2M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 60,870 | $2M | 0.1% | 2026-Q1 |
| Signal Advisors Wealth, LLC new | 56,677 | $1M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 49,627 | $1M | 0.1% | 2026-Q1 |
| Boyer Financial Services, Inc. trimmed | 39,699 | $1M | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 39,733 | $1M | 0.0% | 2026-Q1 |
| G&S Capital LLC trimmed | 38,814 | $1,000K | 0.0% | 2026-Q1 |
| Triumph Capital Management trimmed | 35,378 | $911K | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 34,596 | $891K | 0.0% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC | 33,627 | $866K | 0.0% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 30,565 | $787K | 0.0% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 26,720 | $688K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 24,545 | $632K | 0.0% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 24,006 | $618K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 23,917 | $616K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 23,163 | $597K | 0.0% | 2026-Q1 |
| Arax Advisory Partners added | 19,900 | $513K | 0.0% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 18,014 | $464K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 17,190 | $443K | 0.0% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 16,191 | $417K | 0.0% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 15,187 | $391K | 0.0% | 2026-Q1 |
| Tribridge Partners Financial LLC trimmed | 12,791 | $331K | 0.0% | 2026-Q1 |
| Summit Financial, LLC trimmed | 10,714 | $276K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 10,010 | $258K | 0.0% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 9,612 | $248K | 0.0% | 2026-Q1 |
| PEOPLES BANK /OH new | 9,000 | $232K | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP new | 8,019 | $207K | 0.0% | 2026-Q1 |
| Madrid Financial Services new | 7,887 | $203K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 7,486 | $193K | 0.0% | 2026-Q1 |
| MAI Capital Management trimmed | 2,225 | $57K | 0.0% | 2026-Q1 |
| Johnson Financial Group, Inc. added | 2,087 | $54K | 0.0% | 2026-Q1 |
| Clearstead Advisors, LLC new | 976 | $25K | 0.0% | 2026-Q1 |
| FRANKLIN RESOURCES INC | 934 | $24K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 631 | $16K | 0.0% | 2026-Q1 |
| Family Capital Trust Co | 613 | $16K | 0.0% | 2026-Q1 |
| HARBOR INVESTMENT ADVISORY, LLC new | 466 | $12K | 0.0% | 2026-Q1 |
| Advisory Resource Group trimmed | 477,093 | $12M | 0.6% | 2025-Q3 stale |
| Integrated Wealth Concepts LLC trimmed | 273,026 | $7M | 0.3% | 2025-Q1 stale |
| Main Street Financial Solutions, LLC added | 77,618 | $2M | 0.1% | 2025-Q3 stale |
| Stratos Wealth Advisors, LLC new | 69,271 | $2M | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC added | 31,897 | $825K | 0.0% | 2025-Q2 stale |
| HighTower Advisors, LLC new | 29,912 | $782K | 0.0% | 2025-Q3 stale |
| Curbstone Financial Management Corp new | 21,366 | $557K | 0.0% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 20,120 | $525K | 0.0% | 2025-Q4 stale |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 19,695 | $513K | 0.0% | 2025-Q4 stale |
| Stratos Wealth Partners, LTD. added | 18,258 | $476K | 0.0% | 2025-Q4 stale |
| ABLE Financial Group, LLC new | 10,818 | $280K | 0.0% | 2025-Q1 stale |
| Rockefeller Capital Management L.P. trimmed | 9,994 | $261K | 0.0% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 9,250 | $242K | 0.0% | 2025-Q3 stale |
| COMERICA BANK added | 7,486 | $195K | 0.0% | 2025-Q4 stale |
| CWM, LLC new | 6,152 | $161K | 0.0% | 2025-Q3 stale |
| Blue Trust, Inc. new | 5,080 | $131K | 0.0% | 2025-Q1 stale |
| BlackRock, Inc. trimmed | 4,808 | $125K | 0.0% | 2025-Q4 stale |
| ROYAL BANK OF CANADA added | 3,331 | $87K | 0.0% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,941 | $77K | 0.0% | 2025-Q4 stale |
| JONES FINANCIAL COMPANIES LLLP new | 1,950 | $50K | 0.0% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC trimmed | 1,720 | $45K | 0.0% | 2025-Q3 stale |
| CoreCap Advisors, LLC new | 1,577 | $41K | 0.0% | 2025-Q3 stale |
| IFP Advisors, Inc new | 620 | $16K | 0.0% | 2025-Q1 stale |
| Fairway Wealth LLC new | 570 | $15K | 0.0% | 2025-Q4 stale |
| Ancora Advisors LLC new | 500 | $13K | 0.0% | 2025-Q3 stale |
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.