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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Strait & Sound Wealth Management LlcBuy+6,7726,772$222.20KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Sell-32,292-23.2%106,795$3.50MQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+3,1543,154$103.00KQ2 2026Aug 17, 2026
Bank Of America CorpBuy+326,484+3.2%10,425,025$342.05MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+228,500228,500$7.50MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+131,263+21.3%747,940$24.54MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-106,849-79.8%27,072$888.23KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-74,429-10.2%654,984$21.49MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-37,995-1.6%2,352,255$77.18MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-6,183-41.4%8,769$287.71KQ2 2026Aug 14, 2026
&PartnersSell-4,006-7.8%47,387$1.55MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,303+651.5%1,503$49.32KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Buy+488+1.1%44,392$1.46MQ2 2026Aug 14, 2026
Philadelphia Investment Partners, LlcSell-206-0.7%28,016$919.26KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-192-0.2%82,789$2.72MQ2 2026Aug 14, 2026
Morgan StanleyBuy+1,202,321+18.1%7,851,152$257.60MQ2 2026Aug 13, 2026
Ubs Group AgSell-162,639-9.8%1,493,573$49.00MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+62,215+11.1%621,620$20.40MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+23,499+22.6%127,513$4.18MQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+178,139178,139$5.84MQ2 2026Aug 12, 2026
Us Bancorp \De\Buy+30,869+10.0%338,697$11.11MQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+8,571+2.6%344,586$11.31MQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-2,815-1.7%165,983$5.45MQ2 2026Aug 12, 2026
Argentarii, LlcBuy+537+5.6%10,115$334.70KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+340+1.3%26,326$863.76KQ2 2026Aug 12, 2026
Elevation Point Wealth Partners, LlcBuy+334+0.8%44,391$1.46MQ2 2026Aug 12, 2026
Stratos Wealth Partners, Ltd.Buy+6,1246,124$200.93KQ2 2026Aug 11, 2026
Arkadios Wealth AdvisorsBuy+480+6.6%7,770$254.93KQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+9,654+45.7%30,772$1.01MQ2 2026Aug 07, 2026
Lpl Financial LlcSell-1,689-0.4%442,089$14.50MQ2 2026Aug 07, 2026
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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.