Who Owns BAHL & GAYNOR S/M INC GROWTH (SMIG)? -- Institutional Holders (2026-06-30)

72 institutions reported holding $950.4M of BAHL & GAYNOR S/M INC GROWTH (SMIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($342.0M), MORGAN STANLEY ($257.6M), Royal Bank of Canada ($77.2M), UBS Group AG ($49.0M), WELLS FARGO & COMPANY/MN ($24.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$342.0M10.4MAdded
2MORGAN STANLEY$257.6M7.9MAdded
3Royal Bank of Canada$77.2M2.4MTrimmed
4UBS Group AG$49.0M1.5MTrimmed
5WELLS FARGO & COMPANY/MN$24.5M747,940Added
6RAYMOND JAMES FINANCIAL INC$21.5M654,984Trimmed
7Sanctuary Advisors, LLC$20.4M621,620Added
8Prime Capital Investment Advisors, LLC$14.7M446,824Added
9LPL Financial LLC$14.5M442,089Trimmed
10STIFEL FINANCIAL CORP$11.3M344,586Added
11US BANCORP \DE\$11.1M338,697Added
12TRUIST FINANCIAL CORP$8.1M247,500Added
13FIFTH THIRD BANCORP$8.0M243,529Added
14TWO SIGMA INVESTMENTS, LP$7.5M228,500New
15CASTLE WEALTH MANAGEMENT LLC$7.0M214,231Trimmed
16Joseph Group Capital Management$6.7M203,388Trimmed
17JPMORGAN CHASE & CO$5.8M178,139Added
18Cetera Investment Advisers$5.4M165,983Trimmed
19Gotham Asset Management, LLC$4.8M145,154Hold
20Bank of New York Mellon Corp$4.4M132,749Trimmed
21Rockefeller Capital Management L.P.$4.2M127,513Added
22Pine Valley Investments Ltd Liability Co$4.0M120,600Trimmed
23ENVESTNET ASSET MANAGEMENT INC$3.8M116,553Added
24Cambridge Investment Research Advisors, Inc.$3.7M113,974Trimmed
25Equitable Holdings, Inc.$3.5M106,795Trimmed

Source: SEC Form 13F filings · as of 2026-06-30