$24.53

-0.05 (-0.20%)

Weekly Expected Move ±0.7%

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ETF AMEX · AUM $2.9B

Overview Chart Holdings Changes Technicals Analysis Peers Institutions Dark Pool Short Interest Dividends Weather

Institutional Ownership — SMTH

Institutional Holders

+2 vs prior quarter

0.0%

Ownership

+0.00pp

Total Invested

New Positions

Increased

Reduced

Closed

0.00

Put/Call Ratio

Ownership Trends

Top Institutional Holders (101 total)

#	Holder	Shares	Value	Change	Change %	Holding Period	Filing
1	WEALTH ENHANCEMENT ADVISORY SERVICES,	49,724,983	1.2B	+7,638,710	+18.2%	10Q	SEC ↗
2	Annex Advisory Services, LLC	9,237,012	227M	+1,179,599	+14.6%	10Q	SEC ↗
3	SHUFRO ROSE & CO LLC	5,299,519	130M	+193,135	+3.8%	7Q	SEC ↗
4	Trilogy Capital Inc.	4,184,387	103M	+2,241,175	+115.3%	3Q	SEC ↗
5	Stratos Investment Management, LLC	3,279,310	80M	-147,751	-4.3%	11Q	SEC ↗
6	Bank of New York Mellon Corp	2,257,775	55M	+49,602	+2.2%	6Q	SEC ↗
7	Lineweaver Wealth Advisors, LLC	1,579,639	39M	+113,865	+7.8%	9Q	SEC ↗
8	BANK OF AMERICA CORP /DE	1,441,110	35M	+1,324,909	+1140.2%	2Q	SEC ↗
9	Hamilton Wealth, LLC	1,336,672	33M	+10,043	+0.8%	9Q	SEC ↗
10	LEVEL FOUR ADVISORY SERVICES, LLC	1,255,537	31M	+17,395	+1.4%	5Q	SEC ↗
11	Thrivent Financial for Lutherans	976,388	24M	+244,419	+33.4%	5Q	SEC ↗
12	Meridian Wealth Management, LLC	923,625	23M	+68,355	+8.0%	3Q	SEC ↗
13	Vise Technologies, Inc.	790,997	19M	+326,117	+70.2%	5Q	SEC ↗
14	ADAPT WEALTH ADVISORS, LLC	682,887	17M	-38,645	-5.4%	9Q	SEC ↗
15	Traction Financial Partners, LLC	677,300	17M	+175	+0.0%	6Q	SEC ↗
16	Principle Wealth Partners LLC	642,470	16M	-34,095	-5.0%	11Q	SEC ↗
17	NorthCrest Asset Manangement, LLC	557,618	14M	+27,472	+5.2%	9Q	SEC ↗
18	Guardian Financial Partners, LLC	529,672	13M	+34,022	+6.9%	10Q	SEC ↗
19	SENTINEL PENSION ADVISORS, LLC	481,227	12M	+43,568	+10.0%	5Q	SEC ↗
20	World Investment Advisors	436,043	11M	—	+0.0%	9Q	SEC ↗
21	Old Port Advisors	431,023	11M	+45,034	+11.7%	7Q	SEC ↗
22	Ethos Financial Group, LLC	424,943	10M	+126,502	+42.4%	6Q	SEC ↗
23	Prasad Wealth Partners, LLC	378,849	9M	-20,524	-5.1%	7Q	SEC ↗
24	Sovereign Investment Advisors, LLC	373,742	9M	—	+0.0%	8Q	SEC ↗
25	Gallacher Capital Management LLC	309,268	8M	-70,162	-18.5%	8Q	SEC ↗
26	NIXON PEABODY TRUST CO	306,809	8M	+17,552	+6.1%	6Q	SEC ↗
27	Tenzing Financial LLC	291,152	7M	-1,726	-0.6%	3Q	SEC ↗
28	SBE LLC DBA CEDAR COVE WEALTH PARTNERS	284,270	7M	+65,952	+30.2%	3Q	SEC ↗
29	Spectrum Investment Advisors, Inc.	246,241	6M	+51,721	+26.6%	7Q	SEC ↗
30	Riverbend Wealth Management, LLC	169,716	4M	-24,461	-12.6%	7Q	SEC ↗
31	RAYMOND JAMES FINANCIAL INC	159,183	4M	+17,723	+12.5%	6Q	SEC ↗
32	LPL Financial LLC	131,627	3M	-3,455	-2.6%	9Q	SEC ↗
33	ALPS ADVISORS INC	131,117	3M	-16,400	-11.1%	7Q	SEC ↗
34	Blue Line Capital, LLC / IL	107,187	3M	+19,835	+22.7%	3Q	SEC ↗
35	Crestwood Advisors Group, LLC	107,036	3M	+15,875	+17.4%	5Q	SEC ↗
36	FIRST FOUNDATION ADVISORS	104,582	3M	-10,010	-8.7%	7Q	SEC ↗
37	CITADEL ADVISORS LLC	96,686	2M	+2,139	+2.3%	10Q	SEC ↗
38	Fermata Advisors, LLC	80,196	2M	-2,176	-2.6%	10Q	SEC ↗
39	Arsenal Capital Advisors LLC	69,082	2M	-10,079	-12.7%	3Q	SEC ↗
40	Tidal Investments LLC	66,900	2M	+6,030	+9.9%	3Q	SEC ↗
41	MGO ONE SEVEN LLC NEW	64,514	2M	—	+0.0%	1Q	SEC ↗
42	JPMORGAN CHASE & CO	56,672	1M	+16,939	+42.6%	7Q	SEC ↗
43	WELLS FARGO & COMPANY/MN	34,679	851K	-30,338	-46.7%	6Q	SEC ↗
44	ENVESTNET ASSET MANAGEMENT INC	34,290	841K	-306	-0.9%	2Q	SEC ↗
45	Legacy Capital Wealth Partners, LLC	33,627	825K	—	+0.0%	7Q	SEC ↗
46	Wealth Enhancement Trust Services, Inc	31,194	765K	+629	+2.1%	3Q	SEC ↗
47	Integras Partners LLC NEW	28,913	709K	—	+0.0%	1Q	SEC ↗
48	G&S Capital LLC	28,910	709K	-9,904	-25.5%	6Q	SEC ↗
49	Apollon Wealth Management, LLC	25,700	630K	-1,020	-3.8%	8Q	SEC ↗
50	Concurrent Investment Advisors, LLC	24,278	596K	+9,091	+59.9%	3Q	SEC ↗

Recent Activity

New Positions (12)

Holder	Shares	Value
MGO ONE SEVEN LLC	64,514	2M
Integras Partners LLC	28,913	709K
ROYAL BANK OF CANADA	22,263	546K
APPLETON PARTNERS INC/MA	10,000	245K
SUSQUEHANNA INTERNATIONAL GROUP, LL	8,048	197K
TWO SIGMA SECURITIES, LLC	7,953	195K
BlackRock, Inc.	4,796	118K
Integrated Wealth Concepts LLC	2,147	53K
Farther Finance Advisors, LLC	1,095	27K
SECURITY NATIONAL BANK OF SIOUX CIT	680	17K
Meramec Financial Planners, LLC	624	15K
Golden State Wealth Management, LLC	72	2K

Sold Out (16)

Holder	Prev Shares	Prev Value
GOLDMAN SACHS GROUP INC	49,627	1M
Boyer Financial Services, Inc.	39,699	974K
JANE STREET GROUP, LLC	23,917	587K
Curbstone Financial Management Corp	21,366	524K
SIGNATURE ESTATE & INVESTMENT ADVIS	19,695	483K
Stratos Wealth Partners, LTD.	18,258	448K
Rockefeller Capital Management L.P.	9,994	245K
PEOPLES BANK /OH	9,000	221K
Madrid Financial Services	7,887	193K
NORTHWESTERN MUTUAL WEALTH MANAGEME	2,941	72K
MAI Capital Management	2,225	55K
Clearstead Advisors, LLC	976	24K
Fairway Wealth LLC	570	14K
HARBOR INVESTMENT ADVISORY, LLC	466	11K
SOA Wealth Advisors, LLC.	206	5K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	19	0K

Biggest Increases (20)

Holder	Added	Change %	Total Shares
WEALTH ENHANCEMENT ADVISORY SERVICE	+7,638,710	+18.2%	49,724,983
Trilogy Capital Inc.	+2,241,175	+115.3%	4,184,387
BANK OF AMERICA CORP /DE	+1,324,909	+1140.2%	1,441,110
Annex Advisory Services, LLC	+1,179,599	+14.6%	9,237,012
Vise Technologies, Inc.	+326,117	+70.2%	790,997
Thrivent Financial for Lutherans	+244,419	+33.4%	976,388
SHUFRO ROSE & CO LLC	+193,135	+3.8%	5,299,519
Ethos Financial Group, LLC	+126,502	+42.4%	424,943
Lineweaver Wealth Advisors, LLC	+113,865	+7.8%	1,579,639
Meridian Wealth Management, LLC	+68,355	+8.0%	923,625
SBE LLC DBA CEDAR COVE WEALTH PARTN	+65,952	+30.2%	284,270
Spectrum Investment Advisors, Inc.	+51,721	+26.6%	246,241
Bank of New York Mellon Corp	+49,602	+2.2%	2,257,775
Old Port Advisors	+45,034	+11.7%	431,023
SENTINEL PENSION ADVISORS, LLC	+43,568	+10.0%	481,227
Guardian Financial Partners, LLC	+34,022	+6.9%	529,672
NorthCrest Asset Manangement, LLC	+27,472	+5.2%	557,618
Blue Line Capital, LLC / IL	+19,835	+22.7%	107,187
RAYMOND JAMES FINANCIAL INC	+17,723	+12.5%	159,183
NIXON PEABODY TRUST CO	+17,552	+6.1%	306,809

Biggest Decreases (20)

Holder	Reduced	Change %	Total Shares
Stratos Investment Management, LLC	-147,751	-4.3%	3,279,310
Gallacher Capital Management LLC	-70,162	-18.5%	309,268
ADAPT WEALTH ADVISORS, LLC	-38,645	-5.4%	682,887
Signal Advisors Wealth, LLC	-34,233	-60.4%	22,444
Principle Wealth Partners LLC	-34,095	-5.0%	642,470
WELLS FARGO & COMPANY/MN	-30,338	-46.7%	34,679
Riverbend Wealth Management, LLC	-24,461	-12.6%	169,716
Prasad Wealth Partners, LLC	-20,524	-5.1%	378,849
ALPS ADVISORS INC	-16,400	-11.1%	131,117
Triumph Capital Management	-14,382	-40.7%	20,996
Arsenal Capital Advisors LLC	-10,079	-12.7%	69,082
FIRST FOUNDATION ADVISORS	-10,010	-8.7%	104,582
G&S Capital LLC	-9,904	-25.5%	28,910
LPL Financial LLC	-3,455	-2.6%	131,627
Kestra Advisory Services, LLC	-3,011	-18.6%	13,180
Fermata Advisors, LLC	-2,176	-2.6%	80,196
Tenzing Financial LLC	-1,726	-0.6%	291,152
COMMONWEALTH EQUITY SERVICES, LLC	-1,285	-5.2%	23,260
STIFEL FINANCIAL CORP	-1,189	-11.9%	8,821
Apollon Wealth Management, LLC	-1,020	-3.8%	25,700

SMTH Institutional Ownership

Institutional Ownership — SMTH

Ownership Trends

Top Institutional Holders (101 total)

Recent Activity

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