SMCO Institutional Ownership
Hilton Small-MidCap Opportunity ETF
1W: +0.9%
1M: -3.0%
3M: -7.8%
YTD: +2.8%
1Y: +3.2%
$27.95
+0.30 (+1.09%)
Weekly Expected Move ±1.3%
$27
$28
$28
$28
$29
Overview
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Institutional Ownership — SMCO
21
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
74M
Total Invested
3
New Positions
10
Increased
6
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (22 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | 461,501 | $13M | +11,716 | +2.6% | 8Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 361,007 | $10M | +9,304 | +2.6% | 7Q | SEC ↗ |
| 3 | &PARTNERS | 343,476 | $10M | -4,980 | -1.4% | 7Q | SEC ↗ |
| 4 | Hilton Capital Management, LLC | 229,066 | $6M | — | +0.0% | 3Q | SEC ↗ |
| 5 | Fulton Bank, N.A. | 228,516 | $6M | +80,684 | +54.6% | 8Q | SEC ↗ |
| 6 | UBS Group AG | 157,569 | $4M | +60,734 | +62.7% | 2Q | SEC ↗ |
| 7 | Janney Montgomery Scott LLC | 146,864 | $4M | +68,845 | +88.2% | 2Q | SEC ↗ |
| 8 | Visionary Wealth Advisors | 139,304 | $4M | -698 | -0.5% | 11Q | SEC ↗ |
| 9 | Snowden Capital Advisors LLC | 122,411 | $3M | +3,182 | +2.7% | 10Q | SEC ↗ |
| 10 | LPL Financial LLC | 115,901 | $3M | +2,205 | +1.9% | 3Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE NEW | 76,758 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | OSAIC HOLDINGS, INC. | 53,378 | $1M | -5,256 | -9.0% | 11Q | SEC ↗ |
| 13 | BENJAMIN EDWARDS INC | 24,086 | $673K | +225 | +0.9% | 6Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 23,675 | $662K | +3,798 | +19.1% | 5Q | SEC ↗ |
| 15 | Steward Partners Investment Advisory, NEW | 19,717 | $551K | — | +0.0% | 1Q | SEC ↗ |
| 16 | PIER 88 INVESTMENT PARTNERS LLC | 19,300 | $539K | +1,800 | +10.3% | 5Q | SEC ↗ |
| 17 | GTS SECURITIES LLC | 11,244 | $314K | -17,559 | -61.0% | 3Q | SEC ↗ |
| 18 | WealthShield Partners, LLC NEW | 7,039 | $197K | — | +0.0% | 1Q | SEC ↗ |
| 19 | FIFTH THIRD BANCORP | 1,948 | $54K | -90 | -4.4% | 2Q | SEC ↗ |
| 20 | JPMORGAN CHASE & CO | 450 | $13K | -450 | -50.0% | 2Q | SEC ↗ |
| 21 | MORGAN STANLEY | 29 | $1K | — | +0.0% | 7Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 0 | $0K | -9,656 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 76,758 | $2M |
| Steward Partners Investment Advisor | 19,717 | $551K |
| WealthShield Partners, LLC | 7,039 | $197K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 9,656 | $270K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fulton Bank, N.A. | +80,684 | +54.6% | 228,516 |
| Janney Montgomery Scott LLC | +68,845 | +88.2% | 146,864 |
| UBS Group AG | +60,734 | +62.7% | 157,569 |
| Crumly & Associates Inc. | +11,716 | +2.6% | 461,501 |
| ENVESTNET ASSET MANAGEMENT INC | +9,304 | +2.6% | 361,007 |
| COMMONWEALTH EQUITY SERVICES, LLC | +3,798 | +19.1% | 23,675 |
| Snowden Capital Advisors LLC | +3,182 | +2.7% | 122,411 |
| LPL Financial LLC | +2,205 | +1.9% | 115,901 |
| PIER 88 INVESTMENT PARTNERS LLC | +1,800 | +10.3% | 19,300 |
| BENJAMIN EDWARDS INC | +225 | +0.9% | 24,086 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GTS SECURITIES LLC | -17,559 | -61.0% | 11,244 |
| OSAIC HOLDINGS, INC. | -5,256 | -9.0% | 53,378 |
| &PARTNERS | -4,980 | -1.4% | 343,476 |
| Visionary Wealth Advisors | -698 | -0.5% | 139,304 |
| JPMORGAN CHASE & CO | -450 | -50.0% | 450 |
| FIFTH THIRD BANCORP | -90 | -4.4% | 1,948 |