SMTH institutional holders

ALPS ETF TR · 13F, 2026Q2

Managers holding84
Shares held91,239,929
Reported value$2.3bn
Quarter flows11 new, 35 added, 25 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC49,724,983$1.3bn2.1%
Annex Advisory Services, LLC9,237,012$237.8m4.1%
SHUFRO ROSE & CO LLC5,299,519$136.4m7.8%
Trilogy Capital Inc.4,184,387$107.7m4.2%
Stratos Investment Management, LLC3,279,310$84.4m3.1%
Bank of New York Mellon Corp2,257,775$58.1m0.0%
Lineweaver Wealth Advisors, LLC1,579,639$40.7m4.8%
BANK OF AMERICA CORP /DE/1,441,110$37.1m0.0%
Hamilton Wealth, LLC1,336,672$34.4m6.3%
LEVEL FOUR ADVISORY SERVICES, LLC1,255,537$32.3m0.9%
Thrivent Financial for Lutherans976,388$25.1m0.0%
Meridian Wealth Management, LLC923,625$23.8m0.7%
Vise Technologies, Inc.790,997$20.4m0.2%
ADAPT WEALTH ADVISORS, LLC682,887$17.6m5.7%
Traction Financial Partners, LLC677,300$17.4m9.3%
Principle Wealth Partners LLC642,470$16.5m0.8%
NorthCrest Asset Manangement, LLC557,618$14.3m0.4%
Guardian Financial Partners, LLC529,672$13.6m5.3%
SENTINEL PENSION ADVISORS, LLC481,227$12.3m1.6%
World Investment Advisors436,043$11.2m0.2%
Old Port Advisors431,023$11.1m2.2%
Ethos Financial Group, LLC424,943$10.9m0.7%
Prasad Wealth Partners, LLC378,849$9.8m2.3%
Sovereign Investment Advisors, LLC373,742$9.6m1.8%
Gallacher Capital Management LLC309,268$8.0m4.5%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SMTH"). SMTH price history · All 13F data

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