ALPS SMTH COR BD PLUS ETF SMTH
$25.73
+0.1% 52w: $24.44 – $25.98
Latest 13F among current holders filed 10 days ago (Jun 25, 2026)
Price — last 12 months
research preview data24.4425.2125.98
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
+3 QoQ
13F value
$1.99B
-14.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SMTH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 42.1M | $1.07B | 2.4% | -24.1% |
| Annex Advisory Services, LLC | Wealth advisor | 8.1M | $207.5M | 3.9% | +15.5% |
| SHUFRO ROSE & CO LLC | Wealth advisor | 5.1M | $131.5M | 9.0% | +5.1% |
| Stratos Investment Management, LLC | Wealth advisor | 3.4M | $88.3M | 3.5% | +5.1% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.2M | $56.9M | 0.0% | +3.2% |
| Trilogy Capital Inc. | Wealth advisor | 1.9M | $50.0M | 2.2% | +19.8% |
| Lineweaver Wealth Advisors, LLC | Wealth advisor | 1.5M | $37.8M | 5.1% | +5.9% |
| Hamilton Wealth, LLC | Wealth advisor | 1.3M | $34.2M | 6.7% | -0.8% |
| LEVEL FOUR ADVISORY SERVICES, LLC | Other | 1.2M | $31.9M | 1.0% | -7.8% |
| Meridian Wealth Management, LLC | Other | 855.3K | $22.0M | 0.8% | +2.8% |
| Thrivent Financial for Lutherans | Diversified mechanical | 732.0K | $18.9M | 0.0% | -41.9% |
| ADAPT WEALTH ADVISORS, LLC | Wealth advisor | 721.5K | $18.6M | 6.7% | +1.3% |
| Traction Financial Partners, LLC | Wealth advisor | 677.1K | $17.4M | 10.7% | -16.1% |
| Principle Wealth Partners LLC | Other | 676.6K | $17.4M | 1.0% | -4.8% |
| NorthCrest Asset Manangement, LLC | Other | 530.1K | $13.7M | 0.4% | +10.1% |
| Guardian Financial Partners, LLC | Wealth advisor | 495.6K | $12.8M | 5.4% | +10.0% |
| Vise Technologies, Inc. | Wealth advisor | 464.9K | $12.1M | 0.2% | Held |
| SENTINEL PENSION ADVISORS, LLC | Wealth advisor | 437.7K | $11.3M | 1.7% | +13.2% |
| World Investment Advisors | Wealth advisor | 436.0K | $11.2M | 0.2% | +10.4% |
| Prasad Wealth Partners, LLC | Wealth advisor | 399.4K | $10.3M | 2.8% | +3.2% |
| Old Port Advisors | Other | 386.0K | $9.9M | 2.3% | +13.7% |
| Gallacher Capital Management LLC | Other | 379.4K | $9.8M | 3.7% | +1.3% |
| Sovereign Investment Advisors, LLC | Wealth advisor | 373.7K | $9.6M | 2.0% | +6.9% |
| Ethos Financial Group, LLC | Wealth advisor | 298.4K | $7.7M | 0.6% | +9.2% |
| Tenzing Financial LLC | Wealth advisor | 292.9K | $7.6M | 5.7% | +18.7% |
| NIXON PEABODY TRUST CO | Other | 289.3K | $7.4M | 0.6% | +4.3% |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | Wealth advisor | 218.3K | $5.6M | 3.0% | +6.8% |
| Spectrum Investment Advisors, Inc. | Wealth advisor | 194.5K | $5.0M | 2.5% | +7.7% |
| Riverbend Wealth Management, LLC | Wealth advisor | 194.2K | $5.0M | 3.1% | +14.5% |
| ALPS ADVISORS INC | Diversified mechanical | 147.5K | $3.8M | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 141.5K | $3.6M | 0.0% | +2.7% |
| LPL Financial LLC | Bank broker | 135.1K | $3.5M | 0.0% | +41.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 116.2K | $3.0M | 0.0% | New |
| FIRST FOUNDATION ADVISORS | Other | 114.6K | $3.0M | 0.1% | -2.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 94.5K | $2.4M | 0.0% | -36.2% |
| Crestwood Advisors Group, LLC | Other | 91.2K | $2.3M | 0.0% | +18.3% |
| Blue Line Capital, LLC / IL ★2 | Fundamental diversified | 87.4K | $2.2M | 2.5% | +418.9% |
| Fermata Advisors, LLC | Wealth advisor | 82.4K | $2.1M | 0.5% | -0.2% |
| Arsenal Capital Advisors LLC | Other | 79.2K | $2.0M | 1.5% | +2.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 65.0K | $1.7M | 0.0% | +21.9% |
| Tidal Investments LLC | Diversified mechanical | 60.9K | $1.6M | 0.0% | +47.1% |
| Signal Advisors Wealth, LLC | Wealth advisor | 56.7K | $1.5M | 0.1% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 49.6K | $1.3M | 0.0% | New |
| Boyer Financial Services, Inc. | Wealth advisor | 39.7K | $1.0M | 1.1% | -31.1% |
| JPMORGAN CHASE & CO | Bank broker | 39.7K | $1.0M | 0.0% | -9.9% |
| G&S Capital LLC | Wealth advisor | 38.8K | $1000K | 0.4% | -4.9% |
| Triumph Capital Management | Wealth advisor | 35.4K | $911K | 0.2% | -5.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 34.6K | $891K | 0.0% | New |
| Legacy Capital Wealth Partners, LLC | Other | 33.6K | $866K | 0.2% | Held |
| Wealth Enhancement Trust Services, Inc. | Other | 30.6K | $787K | 0.1% | +13.9% |
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.
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