SMRI Institutional Ownership
Bushido Capital US Equity ETF
1W: -0.5%
1M: -8.2%
3M: +6.8%
YTD: +24.3%
1Y: +29.1%
3Y: +87.6%
$44.92
-0.29 (-0.64%)
Weekly Expected Move ±1.8%
$43
$44
$45
$46
$47
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — SMRI
9
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
562M
Total Invested
2
New Positions
3
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (10 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Sepio Capital, LP | 13,553,115 | $609M | -13,908 | -0.1% | 12Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO NEW | 79,502 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 3 | GTS SECURITIES LLC NEW | 26,486 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 11,803 | $530K | +2,024 | +20.7% | 3Q | SEC ↗ |
| 5 | Beacon Pointe Advisors, LLC | 10,974 | $493K | +1,350 | +14.0% | 2Q | SEC ↗ |
| 6 | Black Diamond Financial, LLC | 8,926 | $401K | -709 | -7.4% | 3Q | SEC ↗ |
| 7 | MARATHON CAPITAL MANAGEMENT | 8,640 | $388K | +5 | +0.1% | 8Q | SEC ↗ |
| 8 | BLAIR WILLIAM & CO/IL | 30 | $1K | — | +0.0% | 4Q | SEC ↗ |
| 9 | UBS Group AG | 0 | $0K | -10 | -100.0% | 1Q | SEC ↗ |
| 10 | Geneos Wealth Management Inc. | 0 | $0K | -63 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 79,502 | $4M |
| GTS SECURITIES LLC | 26,486 | $1M |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Geneos Wealth Management Inc. | 63 | $3K |
| UBS Group AG | 10 | $0K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | +2,024 | +20.7% | 11,803 |
| Beacon Pointe Advisors, LLC | +1,350 | +14.0% | 10,974 |
| MARATHON CAPITAL MANAGEMENT | +5 | +0.1% | 8,640 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Sepio Capital, LP | -13,908 | -0.1% | 13,553,115 |
| Black Diamond Financial, LLC | -709 | -7.4% | 8,926 |