Who Owns SMART Earnings Growth 30 ETF (SGRT)?Hedge Fund & Institutional Holders
Institutional Holders
7
as of Q4 2025
Total Institutional Value
$4.70700037880004e+24T
% of Float Held
—
QoQ Change in Holders
+4 / -3
Price History
SGRT — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | New Position | +151K | +$3.8B |
| SMART Wealth LLC | Increased | +33K | +$1.1B |
| Quest 10 Wealth Builders, Inc. | New Position | +534 | +$13.0M |
| MORGAN STANLEY | New Position | +116K | +$2.0M |
| AE Wealth Management LLC | New Position | +15K | +$0 |
| Brookstone Capital Management | Increased | +229K | +$-6.4B |
SGRT — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| CITADEL ADVISORS LLC | Closed Position | -21K | -$500.7M |
| JANE STREET GROUP, LLC | Closed Position | -13K | -$301.5M |
| JPMORGAN CHASE & CO | Closed Position | -8K | -$188.0M |
| UBS Group AG | Decreased | -3K | -$67.0M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SMART Wealth LLC | 188,236 | $4.7B | 1.43% | Share |
| 2 | Authentikos Wealth Advisory, LLC | 151,483 | $3.8B | 2.51% | Share |
| 3 | UBS Group AG | 1,616 | $40.0M | 0.00% | Share |
| 4 | Quest 10 Wealth Builders, Inc. | 534 | $13.0M | 0.01% | Share |
| 5 | Brookstone Capital Management | 502,265 | $12.6M | 0.14% | Share |
| 6 | MORGAN STANLEY | 116,245 | $2.0M | 0.00% | Share |
| 7 | AE Wealth Management LLC | 15,232 | $0 | 0.00% | Share |
SGRT Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 7 | $8.6B | +1 |
| Q3 2025 | 6 | $11.2B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 7 institutional investors hold SGRT (SMART Earnings Growth 30 ETF). The largest holder is SMART Wealth LLC with $4.7B in shares. This quarter, 4 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own SGRT?
As of Q4 2025, 7 institutional investors report holding SGRT (SMART Earnings Growth 30 ETF) in their 13F filings.
Who is the largest institutional holder of SGRT?
The largest institutional holder of SGRT is SMART Wealth LLC with $4.7B in shares.
Is institutional ownership of SGRT increasing or decreasing?
This quarter, 4 institutions opened new positions in SGRT and 3 closed their positions.