BUSHIDO CAP US EQUITY ETF SMRI

US
$42.03
+1.5%
52w: $31.40 – $43.25

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
31.4037.3243.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
7
-1 QoQ
13F value
$481.4M
+1.0% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$183.4M
Q1 2024
$146.3M
Q2 2024
$234.4M
Q3 2024
$193.7M
Q4 2024
$231.8M
Q1 2025
$254.2M
Q2 2025
$451.8M
Q3 2025
$476.5M
Q4 2025
$481.4M
Q1 2026

Number of holders

3
Q1 2024
4
Q2 2024
5
Q3 2024
4
Q4 2024
4
Q1 2025
5
Q2 2025
6
Q3 2025
8
Q4 2025
7
Q1 2026

Who owns SMRI?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Sepio Capital, LP Wealth advisor13.6M$480.1M26.1%+3.4%
Cambridge Investment Research Advisors, Inc. Wealth advisor9.8K$346K0.0%-0.3%
Black Diamond Financial, LLC Wealth advisor9.6K$341K0.0%-13.1%
Beacon Pointe Advisors, LLC Wealth advisor9.6K$341K0.0%New
MARATHON CAPITAL MANAGEMENT ★2Fundamental diversified8.6K$306K0.1%+1.5%
Geneos Wealth Management Inc. Wealth advisor63$2K0.0%New
BLAIR WILLIAM & CO/IL Diversified mechanical30$1K0.0%Held

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.