SGRT Institutional Ownership
SMART Earnings Growth 30 ETF
1W: +3.0%
1M: +11.9%
3M: +2.9%
YTD: +39.6%
1Y: +49.3%
$35.42
+0.74 (+2.13%)
Weekly Expected Move ±2.8%
$33
$34
$35
$36
$37
Overview
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Institutional Ownership — SGRT
15
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
7
New Positions
5
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SMART Wealth LLC | 240,266 | 9M | +128,000 | +114.0% | 4Q | SEC ↗ |
| 2 | Brookstone Capital Management | 133,917 | 5M | +101,380 | +311.6% | 4Q | SEC ↗ |
| 3 | Authentikos Wealth Advisory, LLC | 106,696 | 4M | -26,496 | -19.9% | 3Q | SEC ↗ |
| 4 | HERBST GROUP, LLC NEW | 48,646 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 5 | AE Wealth Management LLC | 21,738 | 770K | +7,316 | +50.7% | 4Q | SEC ↗ |
| 6 | Kovack Advisors, Inc. NEW | 20,500 | 726K | — | +0.0% | 1Q | SEC ↗ |
| 7 | BROWN ADVISORY INC | 19,048 | 675K | +3,270 | +20.7% | 2Q | SEC ↗ |
| 8 | JANE STREET GROUP, LLC NEW | 5,581 | 198K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Advisory Alpha, LLC NEW | 5,358 | 190K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Quest 10 Wealth Builders, Inc. | 4,997 | 177K | +4,463 | +835.8% | 4Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA NEW | 1,000 | 35K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Smartleaf Asset Management LLC | 880 | 31K | — | +0.0% | 2Q | SEC ↗ |
| 13 | UBS Group AG NEW | 440 | 16K | — | +0.0% | 1Q | SEC ↗ |
| 14 | MORGAN STANLEY | 199 | 7K | -51,211 | -99.6% | 3Q | SEC ↗ |
| 15 | Plante Moran Financial Advisors, LLC NEW | 35 | 1K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| HERBST GROUP, LLC | 48,646 | 2M |
| Kovack Advisors, Inc. | 20,500 | 726K |
| JANE STREET GROUP, LLC | 5,581 | 198K |
| Advisory Alpha, LLC | 5,358 | 190K |
| ROYAL BANK OF CANADA | 1,000 | 35K |
| UBS Group AG | 440 | 16K |
| Plante Moran Financial Advisors, LL | 35 | 1K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SMART Wealth LLC | +128,000 | +114.0% | 240,266 |
| Brookstone Capital Management | +101,380 | +311.6% | 133,917 |
| AE Wealth Management LLC | +7,316 | +50.7% | 21,738 |
| Quest 10 Wealth Builders, Inc. | +4,463 | +835.8% | 4,997 |
| BROWN ADVISORY INC | +3,270 | +20.7% | 19,048 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -51,211 | -99.6% | 199 |
| Authentikos Wealth Advisory, LLC | -26,496 | -19.9% | 106,696 |