SGRT Institutional Ownership & Shareholders
SMART EARNINGS GROWTH 30 ETF (SGRT) is currently held by 14 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $18.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Smart Wealth Llc is currently the largest disclosed institutional shareholder of SGRT tracked by InsiderSet, reporting ownership valued at approximately $9.01M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.59M, representing an estimated loss of -15.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SGRT value among the investors covered in this analysis. Major shareholders include Smart Wealth Llc, Authentikos Wealth Advisory, Llc, Brookstone Capital Management, and several other long-term asset managers with concentrated positions in SMART EARNINGS GROWTH 30 ETF (SGRT).
This page ranks the largest institutional SGRT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$18.46M
Largest Holder
Smart Wealth Llc
Largest Position
$9.01M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
16
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Smart Wealth Llc | 1.94% | 240,266 | $9,009,984 | $7,594,808 | -$1,415,176 | -15.71% | |
| Authentikos Wealth Advisory, Llc | 2.55% | 106,696 | $4,001,082 | $3,372,661 | -$628,421 | -15.71% | |
| Brookstone Capital Management | 0.03% | 95,610 | $3,271,830 | $3,022,232 | -$249,598 | -7.63% | |
| Kovack Advisors, Inc. | 0.04% | 20,500 | $768,750 | $648,005 | -$120,745 | -15.71% | |
| Brown Advisory Inc | 0.00% | 19,048 | $714,300 | $602,107 | -$112,193 | -15.71% | |
| Jane Street Group, Llc | 0.00% | 5,581 | $209,288 | $176,415 | -$32,873 | -15.71% | |
| Advisory Alpha, Llc | 0.00% | 5,358 | $200,944 | $169,366 | -$31,578 | -15.71% | |
| Quest 10 Wealth Builders, Inc. | 0.15% | 4,997 | $187,388 | $157,955 | -$29,433 | -15.71% | |
| Royal Bank Of Canada | 0.00% | 1,000 | $38,000 | $31,610 | -$6,390 | -16.82% | |
| Smartleaf Asset Management Llc | 0.00% | 880 | $32,058 | $27,817 | -$4,241 | -13.23% | |
| Ubs Group Ag | 0.00% | 440 | $16,500 | $13,908 | -$2,592 | -15.71% | |
| Morgan Stanley | 0.00% | 199 | $7,463 | $6,290 | -$1,173 | -15.71% | |
| Montag A & Associates Inc | 0.00% | 100 | $3,438 | $3,161 | -$277 | -8.06% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 35 | $1,313 | $1,106 | -$207 | -15.74% |
Frequently asked questions about SGRT
Who are the largest institutional holders of SGRT?
The largest institutional holders of SGRT reported in the latest SEC Form 13F filings include Smart Wealth Llc, Authentikos Wealth Advisory, Llc, Brookstone Capital Management, Kovack Advisors, Inc., and Brown Advisory Inc. InsiderSet ranks institutional holders by their latest reported SGRT position.
What is SGRT institutional ownership?
This page tracks SGRT positions reported by institutional investment managers through SEC Form 13F. SMART EARNINGS GROWTH 30 ETF (SGRT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SGRT?
InsiderSet currently tracks 14 institutional managers reporting SGRT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SGRT shareholders.
How much SGRT stock do institutions own?
Institutional investment managers disclosed approximately $18.46M in SGRT holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SGRT institutional ownership last updated?
The latest SGRT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SGRT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SGRT position after the reporting date.
Are institutions buying or selling SGRT?
Institutional buying and selling can be analyzed by comparing SGRT positions across consecutive 13F reporting periods. InsiderSet's SGRT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SGRT ownership changes.
How has SGRT institutional ownership changed over time?
InsiderSet tracks SGRT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.