Who Owns ALPS Funds Smith Core Plus Bond ETF (SMTH)?Hedge Fund & Institutional Holders

$25.82-0.04 (-0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -4

Price History

$25.20$25.57$25.95$26.32$26.70Aug 24May 25Mar 26

SMTH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Stratos Investment Management, LLCNew Position+3.3M+$85.0B
Trilogy Capital Inc.New Position+1.6M+$42.3B
Principle Wealth Partners LLCNew Position+711K+$18.5B
SHUFRO ROSE & CO LLCIncreased+424K+$11.9B
Prasad Wealth Partners, LLCNew Position+387K+$10.1B
Gallacher Capital Management LLCNew Position+374K+$9.8B
Sovereign Investment Advisors, LLCNew Position+350K+$9.1B
Ethos Financial Group, LLCNew Position+273K+$7.1B
Vise Technologies, Inc.Increased+244K+$6.2B
Spectrum Investment Advisors, Inc.New Position+181K+$4.7B
Riverbend Wealth Management, LLCNew Position+170K+$4.4B
ALPS ADVISORS INCNew Position+148K+$3.0B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+55.5M+$1.4B
G&S Capital LLCNew Position+41K+$1.1B
Old Port AdvisorsIncreased+39K+$1.0B

SMTH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Main Street Financial Solutions, LLCClosed Position-78K-$2.0B
CITADEL ADVISORS LLCDecreased-33K-$1.7B
FIRST FOUNDATION ADVISORSDecreased-46K-$1.2B
HighTower Advisors, LLCClosed Position-30K-$782.5M
WELLS FARGO & COMPANY/MNDecreased-9K-$622.2M
AQR CAPITAL MANAGEMENT LLCDecreased-6K-$356.7M
Rockefeller Capital Management L.P.Decreased-859-$283.9M
Guardian Financial Partners, LLCDecreased-8K-$261.4M
Strategic Financial Concepts, LLCClosed Position-9K-$243.2M
OLD MISSION CAPITAL LLCClosed Position-9K-$242.0M
Hamilton Wealth, LLCDecreased-5.5M-$137.0M
Triumph Capital ManagementDecreased-4K-$108.4M
Legacy Capital Wealth Partners, LLCDecreased-1K-$36.3M
Fermata Advisors, LLCDecreased-446-$19.8M
Summit Financial, LLCDecreased-6K-$605K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SHUFRO ROSE & CO LLC4,858,041$126.6B8.57%Share
2Stratos Investment Management, LLC3,259,817$85.0B3.41%Share
3Trilogy Capital Inc.1,621,551$42.3B1.89%Share
4LEVEL FOUR ADVISORY SERVICES, LLC1,342,242$34.0B1.11%Share
5Traction Financial Partners, LLC806,689$21.0B12.46%Share
6ADAPT WEALTH ADVISORS, LLC712,157$18.6B6.39%Share
7Principle Wealth Partners LLC710,938$18.5B1.04%Share
8Vise Technologies, Inc.464,880$12.0B0.24%Share
9Guardian Financial Partners, LLC450,621$11.7B4.95%Share
10Prasad Wealth Partners, LLC387,020$10.1B2.69%Share
11Gallacher Capital Management LLC374,399$9.8B3.77%Share
12Old Port Advisors339,388$8.8B2.17%Share
13Ethos Financial Group, LLC273,327$7.1B0.53%Share
14Spectrum Investment Advisors, Inc.180,617$4.7B2.36%Share
15Riverbend Wealth Management, LLC169,593$4.4B2.74%Share
16Sovereign Investment Advisors, LLC140,846$3.7B0.92%Share
17RAYMOND JAMES FINANCIAL INC137,155$3.0B0.00%Share
18CITADEL ADVISORS LLC148,142$3.0B0.00%Share
19ALPS ADVISORS INC147,517$3.0B0.02%Share
20FIRST FOUNDATION ADVISORS99,481$2.6B0.10%Share
21Sovereign Investment Advisors, LLC94,921$2.5B0.62%Share
22Fermata Advisors, LLC82,575$2.2B0.52%Share
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC55,466,105$1.4B1.96%Share
24G&S Capital LLC40,832$1.1B0.38%Share
25JPMORGAN CHASE & CO44,116$1.0B0.00%Share
26WELLS FARGO & COMPANY/MN42,188$1.0B0.00%Share
27Triumph Capital Management37,505$977.0M0.21%Share
28Sovereign Investment Advisors, LLC33,635$876.0M0.22%Share
29Legacy Capital Wealth Partners, LLC33,627$876.0M0.19%Share
30Coastal Bridge Advisors, LLC23,967$624.0M0.05%Share
31SIGNATURE ESTATE & INVESTMENT ADVISORS LLC19,695$513.0M0.01%Share
32Sovereign Investment Advisors, LLC19,364$504.0M0.13%Share
33Sovereign Investment Advisors, LLC18,597$484.0M0.12%Share
34Stratos Wealth Partners, LTD.18,258$475.0M0.01%Share
35FIRST FOUNDATION ADVISORS17,844$465.0M0.02%Share
36Sovereign Investment Advisors, LLC17,088$445.0M0.11%Share
37Sovereign Investment Advisors, LLC8,707$226.0M0.06%Share
38Sovereign Investment Advisors, LLC8,577$223.0M0.06%Share
39Sovereign Investment Advisors, LLC7,960$207.0M0.05%Share
40COMERICA BANK7,486$195.0M0.00%Share
41Annex Advisory Services, LLC6,974,911$181.8M3.47%Share
42Bank of New York Mellon Corp2,138,990$55.0M0.01%Share
43Lineweaver Wealth Advisors, LLC1,383,903$36.1M4.88%Share
44THRIVENT FINANCIAL FOR LUTHERANS707,024$18.0M0.03%Share
45Family Capital Trust Co613$15.0M0.00%Share
46THRIVENT FINANCIAL FOR LUTHERANS552,813$14.0M0.02%Share
47Fairway Wealth LLC570$14.0M0.00%Share
48NorthCrest Asset Manangement, LLC481,656$12.6M0.28%Share
49World Investment Advisors394,821$10.3M0.20%Share
50SENTINEL PENSION ADVISORS, LLC386,669$10.1M1.55%Share

SMTH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202578$446.6B+38
Q3 202540$249.6B-17
Q2 202557$1.6T-1
Q1 202558$1.4T+14
Q4 202444$1.9T+24
Q3 202420$11.0T+2
Q2 202418$1.4T+6
Q1 202412$80.6B—

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As of Q4 2025, 50 institutional investors hold SMTH (ALPS Funds Smith Core Plus Bond ETF). The largest holder is SHUFRO ROSE & CO LLC with $126.6B in shares. This quarter, 12 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own SMTH?

As of Q4 2025, 50 institutional investors report holding SMTH (ALPS Funds Smith Core Plus Bond ETF) in their 13F filings.

Who is the largest institutional holder of SMTH?

The largest institutional holder of SMTH is SHUFRO ROSE & CO LLC with $126.6B in shares.

Is institutional ownership of SMTH increasing or decreasing?

This quarter, 12 institutions opened new positions in SMTH and 4 closed their positions.