Who Owns Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG)?Hedge Fund & Institutional Holders

$29.57+0.04 (+0.13%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$25.57$27.16$28.74$30.32$31.91Sep 24Jun 25Mar 26

SMIG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CASTLE WEALTH MANAGEMENT LLCNew Position+217K+$6.2B
Joseph Group Capital ManagementNew Position+199K+$5.7B
Heritage Wealth Management, Inc.New Position+86K+$2.5B
TWO SIGMA INVESTMENTS, LPNew Position+71K+$2.0B
TRANSCEND CAPITAL ADVISORS, LLCNew Position+46K+$1.3B
Wealth Dimensions Group, Ltd.New Position+42K+$1.2B
WELLS FARGO & COMPANY/MNIncreased+77K+$1.1B
Atria Investments, IncNew Position+38K+$1.0B
EdgeRock Capital LLCNew Position+30K+$863.0M
PUREfi Wealth, LLCNew Position+13K+$374.0M
PFG Investments, LLCNew Position+12K+$355.0M
Argentarii, LLCNew Position+8K+$232.0M
ORBA Wealth Advisors, L.L.C.New Position+7K+$203.0M
Blue Trust, Inc.New Position+2K+$48.0M
Pine Valley Investments Ltd Liability CoNew Position+1.4M+$39.7M

SMIG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-278K-$9.6B
INTEGRITY WEALTH ADVISORS, INC.Closed Position-252K-$7.4B
RAYMOND JAMES FINANCIAL INCDecreased-109K-$4.7B
Waverly Advisors, LLCDecreased-4K-$2.7B
JANE STREET GROUP, LLCClosed Position-77K-$2.3B
MML INVESTORS SERVICES, LLCDecreased-18K-$1.1B
&PARTNERSDecreased-12K-$974.6M
Equitable Holdings, Inc.Decreased-6K-$837.1M
ELEVATION POINT WEALTH PARTNERS, LLCDecreased-7K-$445.1M
OSAIC HOLDINGS, INC.Decreased-3K-$153.6M
Wealthcare Advisory Partners LLCDecreased-789-$68.8M
COMERICA BANKDecreased-959-$58.6M
MORGAN STANLEYDecreased-137K-$9.8M
Nemes Rush Group LLCDecreased-113-$6.8M
U.S. Capital Wealth Advisors, LLCClosed Position-104K-$3.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/7,036,468$202.0B0.01%Share
2ROYAL BANK OF CANADA2,363,815$68.0B0.01%Share
3BANK OF AMERICA CORP /DE/2,387,349$68.0B0.00%Share
4UBS Group AG1,661,150$47.8B0.01%Share
5RAYMOND JAMES FINANCIAL INC454,846$13.0B0.00%Share
6STIFEL FINANCIAL CORP329,976$9.0B0.01%Share
7WELLS FARGO & COMPANY/MN279,398$8.0B0.00%Share
8CASTLE WEALTH MANAGEMENT LLC216,559$6.2B2.07%Share
9US BANCORP \DE\214,452$6.2B0.01%Share
10Joseph Group Capital Management198,931$5.7B1.51%Share
11FIFTH THIRD BANCORP186,512$5.4B0.02%Share
12WELLS FARGO & COMPANY/MN198,726$5.0B0.00%Share
13Gotham Asset Management, LLC170,000$4.0B0.01%Share
14RAYMOND JAMES FINANCIAL INC162,094$4.0B0.00%Share
15Rockefeller Capital Management L.P.122,169$3.0B0.01%Share
16JPMORGAN CHASE & CO129,350$3.0B0.00%Share
17BANK OF AMERICA CORP /DE/109,368$3.0B0.00%Share
18Equitable Holdings, Inc.123,728$3.0B0.02%Share
19US BANCORP \DE\91,126$2.6B0.00%Share
20Heritage Wealth Management, Inc.85,820$2.5B0.69%Share
21TWO SIGMA INVESTMENTS, LP70,600$2.0B0.00%Share
22Wealthcare Advisory Partners LLC54,371$1.6B0.03%Share
23TRANSCEND CAPITAL ADVISORS, LLC46,460$1.3B0.10%Share
24Wealth Dimensions Group, Ltd.41,775$1.2B0.24%Share
25Atria Investments, Inc37,989$1.0B0.01%Share
26ELEVATION POINT WEALTH PARTNERS, LLC42,183$1.0B0.05%Share
27EdgeRock Capital LLC29,996$863.0M0.23%Share
28COMERICA BANK24,093$693.0M0.00%Share
29PUREfi Wealth, LLC13,000$374.0M0.29%Share
30PFG Investments, LLC12,335$355.0M0.02%Share
31COMERICA BANK10,822$311.0M0.00%Share
32Weaver Consulting Group9,550$275.0M0.07%Share
33Argentarii, LLC8,058$232.0M0.08%Share
34Stratos Wealth Partners, LTD.7,327$211.0M0.00%Share
35ORBA Wealth Advisors, L.L.C.7,075$203.0M0.18%Share
36MORGAN STANLEY6,033,636$173.0M0.00%Share
37UBS Group AG2,013$57.0M0.00%Share
38Blue Trust, Inc.1,677$48.0M0.00%Share
39Farther Finance Advisors, LLC812$23.0M0.00%Share
40LPL Financial LLC442,766$12.0M0.00%Share
41Pine Valley Investments Ltd Liability Co353,085$10.5M0.51%Share
42Pine Valley Investments Ltd Liability Co348,299$10.0M0.47%Share
43Pine Valley Investments Ltd Liability Co336,554$9.7M0.54%Share
44Pine Valley Investments Ltd Liability Co331,955$9.5M0.57%Share
45Prime Capital Investment Advisors, LLC319,621$9.2M0.11%Share
46TRUIST FINANCIAL CORP223,669$6.4M0.01%Share
47Sanctuary Advisors, LLC183,714$5.3M0.03%Share
48Sanctuary Advisors, LLC161,879$4.7M0.03%Share
49Sanctuary Advisors, LLC152,253$4.3M0.03%Share
50Sanctuary Advisors, LLC152,253$4.3M0.03%Share

SMIG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202559$481.5B+26
Q3 202533$237.1B-18
Q2 202551$495.6B+2
Q1 202549$545.8B+5
Q4 202444$5.8T+11
Q3 202433$24.3T+10
Q2 202423$17.4T+1
Q1 202422$16.1T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold SMIG (Bahl & Gaynor Small/Mid Cap Income Growth ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $202.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SMIG?

As of Q4 2025, 50 institutional investors report holding SMIG (Bahl & Gaynor Small/Mid Cap Income Growth ETF) in their 13F filings.

Who is the largest institutional holder of SMIG?

The largest institutional holder of SMIG is BANK OF AMERICA CORP /DE/ with $202.0B in shares.

Is institutional ownership of SMIG increasing or decreasing?

This quarter, 14 institutions opened new positions in SMIG and 3 closed their positions.