BAHL & GAYNOR S/M INC GROWTH SMIG
$32.97
+0.6% 52w: $27.37 – $32.97
Latest 13F among current holders filed 13 days ago (Jun 22, 2026)
Price — last 12 months
research preview data27.3730.1732.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
64
+5 QoQ
13F value
$800.2M
+9.6% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SMIG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 10.1M | $296.4M | 0.0% | +5.9% |
| MORGAN STANLEY | Bank broker | 6.6M | $195.1M | 0.0% | +10.2% |
| ROYAL BANK OF CANADA | Bank broker | 2.4M | $70.2M | 0.0% | +1.0% |
| UBS Group AG | Bank broker | 1.7M | $48.6M | 0.0% | -0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 729.4K | $21.4M | 0.0% | +16.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 616.7K | $18.1M | 0.0% | +29.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 559.4K | $16.4M | 0.1% | +204.5% |
| LPL Financial LLC | Bank broker | 443.8K | $13.0M | 0.0% | +0.2% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 336.6K | $9.9M | 0.1% | +5.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 336.0K | $9.9M | 0.0% | +1.8% |
| US BANCORP \DE\ | Wealth advisor | 307.8K | $9.0M | 0.0% | +0.7% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 243.7K | $7.2M | 0.0% | +0.5% |
| FIFTH THIRD BANCORP | Diversified mechanical | 228.5K | $6.7M | 0.0% | +22.5% |
| CASTLE WEALTH MANAGEMENT LLC | Wealth advisor | 220.3K | $6.5M | 2.1% | +1.7% |
| Joseph Group Capital Management | Wealth advisor | 205.5K | $6.0M | 1.5% | +3.3% |
| Cetera Investment Advisers | Wealth advisor | 168.8K | $5.0M | 0.0% | +5.6% |
| JPMORGAN CHASE & CO | Bank broker | 159.2K | $4.6M | 0.0% | +4.2% |
| Pine Valley Investments Ltd Liability Co | Other | 147.1K | $4.3M | 0.2% | -57.8% |
| Gotham Asset Management, LLC | Diversified mechanical | 145.2K | $4.3M | 0.0% | -14.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 140.6K | $4.1M | 0.0% | New |
| Equitable Holdings, Inc. | Wealth advisor | 139.1K | $4.0M | 0.0% | +12.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 133.9K | $3.9M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 116.5K | $3.4M | 0.0% | -5.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 116.4K | $3.4M | 0.0% | -1.4% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 104.0K | $3.1M | 0.0% | -14.9% |
| Heritage Wealth Management, Inc. | Other | 85.8K | $2.5M | 1.2% | Held |
| Waverly Advisors, LLC | Wealth advisor | 83.0K | $2.4M | 0.0% | -4.5% |
| Atria Investments, Inc | Wealth advisor | 73.6K | $2.2M | 0.0% | +93.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 70.0K | $2.1M | 0.0% | +2.0% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 53.3K | $1.6M | 0.0% | -2.0% |
| &PARTNERS | Diversified mechanical | 51.4K | $1.5M | 0.0% | +149.4% |
| ELEVATION POINT WEALTH PARTNERS, LLC | Other | 44.1K | $1.3M | 0.0% | +4.4% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 43.9K | $1.3M | 0.0% | +4.1% |
| Wealth Dimensions Group, Ltd. | Wealth advisor | 41.8K | $1.2M | 0.2% | Held |
| Dorsey & Whitney Trust CO LLC | Other | 33.4K | $979K | 0.1% | New |
| EdgeRock Capital LLC | Wealth advisor | 30.6K | $897K | 0.2% | +1.9% |
| Philadelphia Investment Partners, LLC | Wealth advisor | 28.2K | $828K | 0.6% | — |
| TRANSCEND CAPITAL ADVISORS, LLC | Other | 27.1K | $796K | 0.1% | -41.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 26.0K | $763K | 0.0% | +1.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 21.1K | $620K | 0.0% | +4.8% |
| PFG Investments, LLC | Diversified mechanical | 15.3K | $450K | 0.0% | +24.4% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 15.3K | $450K | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 15.0K | $439K | 0.0% | +8.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 13.6K | $398K | 0.0% | -17.0% |
| PUREfi Wealth, LLC | Other | 13.0K | $382K | 0.2% | Held |
| JANE STREET GROUP, LLC | Market maker | 12.8K | $377K | 0.0% | New |
| SAPIENT CAPITAL LLC | Other | 10.6K | $310K | 0.0% | New |
| Argentarii, LLC ★2 | Fundamental diversified | 9.6K | $281K | 0.1% | +18.9% |
| Weaver Consulting Group | Wealth advisor | 9.6K | $280K | 0.1% | Held |
| MCF Advisors LLC | Wealth advisor | 9.0K | $264K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.