BAHL & GAYNOR S/M INC GROWTH (SMIG) Institutional Ownership Changes & 13F Activity
BAHL & GAYNOR S/M INC GROWTH (SMIG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Bank Of America Corp, Two Sigma Investments, Lp, Jpmorgan Chase & Co, and Ubs Group Ag.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Strait & Sound Wealth Management Llc | Buy | +6,772 | — | 6,772 | $222.20K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Sell | -32,292 | -23.2% | 106,795 | $3.50M | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +3,154 | — | 3,154 | $103.00K | Q2 2026 | Aug 17, 2026 |
| Bank Of America Corp | Buy | +326,484 | +3.2% | 10,425,025 | $342.05M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +228,500 | — | 228,500 | $7.50M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +131,263 | +21.3% | 747,940 | $24.54M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -106,849 | -79.8% | 27,072 | $888.23K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -74,429 | -10.2% | 654,984 | $21.49M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -37,995 | -1.6% | 2,352,255 | $77.18M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -6,183 | -41.4% | 8,769 | $287.71K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -4,006 | -7.8% | 47,387 | $1.55M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,303 | +651.5% | 1,503 | $49.32K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Buy | +488 | +1.1% | 44,392 | $1.46M | Q2 2026 | Aug 14, 2026 |
| Philadelphia Investment Partners, Llc | Sell | -206 | -0.7% | 28,016 | $919.26K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -192 | -0.2% | 82,789 | $2.72M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +1,202,321 | +18.1% | 7,851,152 | $257.60M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -162,639 | -9.8% | 1,493,573 | $49.00M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +62,215 | +11.1% | 621,620 | $20.40M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +23,499 | +22.6% | 127,513 | $4.18M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +178,139 | — | 178,139 | $5.84M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +30,869 | +10.0% | 338,697 | $11.11M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +8,571 | +2.6% | 344,586 | $11.31M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -2,815 | -1.7% | 165,983 | $5.45M | Q2 2026 | Aug 12, 2026 |
| Argentarii, Llc | Buy | +537 | +5.6% | 10,115 | $334.70K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +340 | +1.3% | 26,326 | $863.76K | Q2 2026 | Aug 12, 2026 |
| Elevation Point Wealth Partners, Llc | Buy | +334 | +0.8% | 44,391 | $1.46M | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +6,124 | — | 6,124 | $200.93K | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | Buy | +480 | +6.6% | 7,770 | $254.93K | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +9,654 | +45.7% | 30,772 | $1.01M | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Sell | -1,689 | -0.4% | 442,089 | $14.50M | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about SMIG activity
Which institutional owners are buying SMIG?
Institutional owners buying SMIG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SMIG activity?
"Buy" means an investor increased their reported position in SMIG compared to the prior reporting period. This reflects growing exposure to BAHL & GAYNOR S/M INC GROWTH (SMIG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMIG increasing?
Institutional interest in SMIG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.