Who Owns SMCO?
Hilton Small-MidCap Opportunity ETF — Institutional Ownership & 13F Holdings
$29.55
+0.62 (+2.15%)
Market Cap
$156.5M
Shares Outstanding
4,998,103
Institutional Holders
13
Total Inst. Value
$26.1M
% of Float Held
—
QoQ Holder Change
+9
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
7
Decreased
0
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Crumly & Associates Inc.New | $9.6M | 409,061 |
| 2 | Hilton Capital Management, LLC | $7.2M | 304,564 |
| 3 | Visionary Wealth Advisors | $3.5M | 147,684 |
| 4 | OSAIC HOLDINGS, INC.New | $1.9M | 82,349 |
| 5 | FULTON BANK, N.A. | $1.6M | 67,056 |
| 6 | GTS SECURITIES LLC | $765K | 32,462 |
| 7 | Snowden Capital Advisors LLC | $732K | 31,058 |
| 8 | BENJAMIN EDWARDS INCNew | $406K | 17,211 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $290K | 12,293 |
| 10 | COMERICA BANK | $32K | 1,373 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Crumly & Associates Inc.New | +409K | $9.6M |
| Hilton Capital Management, LLC | +290K | $7.2M |
| Visionary Wealth Advisors | +112 | $3.5M |
| OSAIC HOLDINGS, INC.New | +82K | $1.9M |
| FULTON BANK, N.A. | +26K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|
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Frequently Asked Questions
How many institutional investors hold SMCO?
As of Q1 2025, 13 institutional investors report holding SMCO (Hilton Small-MidCap Opportunity ETF) in their 13F filings.
Which hedge fund owns the most SMCO?
The largest institutional holder of SMCO is Crumly & Associates Inc. with $9.6M in shares.
Are institutions buying or selling SMCO?
This quarter, 4 institutions opened new positions in SMCO and 2 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.