Who Owns ETF SER SOLUTIONS (SMIG)? -- Institutional Holders (2026-03-31)
69 institutions reported holding $795.9M of ETF SER SOLUTIONS (SMIG) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($296.4M), MORGAN STANLEY ($195.1M), Royal Bank of Canada ($70.2M), UBS Group AG ($48.6M), RAYMOND JAMES FINANCIAL INC ($21.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $296.4M | 10.1M | Added |
| 2 | MORGAN STANLEY | $195.1M | 6.6M | Added |
| 3 | Royal Bank of Canada | $70.2M | 2.4M | Added |
| 4 | UBS Group AG | $48.6M | 1.7M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $21.4M | 729,413 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $18.1M | 616,677 | Added |
| 7 | Sanctuary Advisors, LLC | $16.4M | 559,405 | Added |
| 8 | LPL Financial LLC | $13.0M | 443,778 | Added |
| 9 | Prime Capital Investment Advisors, LLC | $9.9M | 336,636 | Added |
| 10 | STIFEL FINANCIAL CORP | $9.9M | 336,015 | Added |
| 11 | US BANCORP \DE\ | $9.0M | 307,828 | Added |
| 12 | TRUIST FINANCIAL CORP | $7.2M | 243,740 | Added |
| 13 | FIFTH THIRD BANCORP | $6.7M | 228,492 | Added |
| 14 | CASTLE WEALTH MANAGEMENT LLC | $6.5M | 220,316 | Added |
| 15 | Joseph Group Capital Management | $6.0M | 205,528 | Added |
| 16 | Cetera Investment Advisers | $5.0M | 168,798 | Added |
| 17 | JPMORGAN CHASE & CO | $4.6M | 159,237 | Added |
| 18 | Gotham Asset Management, LLC | $4.3M | 145,154 | Trimmed |
| 19 | Bank of New York Mellon Corp | $4.1M | 140,618 | New |
| 20 | Equitable Holdings, Inc. | $4.0M | 139,087 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $3.9M | 133,921 | New |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 116,470 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $3.4M | 116,444 | Trimmed |
| 24 | Rockefeller Capital Management L.P. | $3.1M | 104,014 | Trimmed |
| 25 | Heritage Wealth Management, Inc. | $2.5M | 85,820 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31