13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
SMIG

ETF SER SOLUTIONS

67 institutions still hold ETF SER SOLUTIONS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922b832·67 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.1%
vs prior quarter
13F value held
$757M
73.0% inst. owned
of float
Holders
67
+43 QoQ
filers reporting
Activity
+43 / −16
+812 added · −734 reduced
this quarter
Concentration
39.17%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

67 institutions reported SMIG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 39.2% of the visible book. +43 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$296M10.1M0.02%Q1 202602
MORGAN STANLEY
CIK 0000895421
$195M6.6M0.01%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$70M2.4M0.01%Q1 202604
UBS Group AG
CIK 0001610520
$49M1.7M0.01%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$21M729K0.01%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$18M617K0.00%Q1 202607
Sanctuary Advisors, LLC
CIK 0001777271
$16M559K0.09%Q1 202608
LPL Financial LLC
CIK 0001403438
$13M444K0.00%Q1 202609
Prime Capital Investment Advisors, LLC
CIK 0001731446
$10M337K0.11%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$10M336K0.01%Q1 202611
US BANCORP \DE\
CIK 0000036104
$9M308K0.01%Q1 202612
TRUIST FINANCIAL CORP
CIK 0000092230
$7M244K0.01%Q1 202613
FIFTH THIRD BANCORP
CIK 0000035527
$7M228K0.01%Q1 202614
CASTLE WEALTH MANAGEMENT LLC
CIK 0001936420
$6M220K2.10%Q1 202615
Joseph Group Capital Management
CIK 0001910383
$6M206K1.51%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$5M169K0.01%Q1 202617
JPMORGAN CHASE & CO
CIK 0000019617
$5M159K0.00%Q1 202618
Pine Valley Investments Ltd Liability Co
CIK 0001975417
$4M147K0.20%Q1 202619
Gotham Asset Management, LLC
CIK 0001510387
$4M145K0.01%Q1 202620
Bank of New York Mellon Corp
CIK 0001390777
$4M141K0.00%Q1 2026
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