SMART EARNINGS GROWTH 30 ETF (SGRT) Institutional Ownership and Insiders Activity
SMART EARNINGS GROWTH 30 ETF (SGRT) is widely held by institutional investors, with 14 firms reporting positions valued at approximately $18.45M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Smart Wealth Llc is the largest disclosed holder, reporting approximately $9.01M in SGRT holdings in its latest filing.
Institutional Holders
14
Total Reported Value
$18.45M
Largest Holder
Smart Wealth Llc
Largest Position
$9.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
7
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- Smart Wealth Llc$9.01M
- Authentikos Wealth Advisory, Llc$4.00M
- Brookstone Capital Management$3.27M
- Kovack Advisors, Inc.$768,750
- Brown Advisory Inc$714,300