SMART EARNINGS GROWTH 30 ETF (SGRT) Institutional Ownership Changes & 13F Activity
SMART EARNINGS GROWTH 30 ETF (SGRT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Brookstone Capital Management, Smart Wealth Llc, Authentikos Wealth Advisory, Llc, Morgan Stanley, and Ae Wealth Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | Buy | +116,245 | — | 116,245 | $2.91M | Q4 2025 | Feb 13, 2026 |
| Authentikos Wealth Advisory, Llc | Buy | +151,483 | — | 151,483 | $3.79M | Q4 2025 | Feb 06, 2026 |
| Ubs Group Ag | Buy | +1,616 | — | 1,616 | $40.42K | Q4 2025 | Jan 29, 2026 |
| Quest 10 Wealth Builders, Inc. | Buy | +534 | — | 534 | $13.36K | Q4 2025 | Jan 29, 2026 |
| Smart Wealth Llc | Buy | +188,236 | — | 188,236 | $4.71M | Q4 2025 | Jan 26, 2026 |
| Ae Wealth Management Llc | Buy | +15,232 | — | 15,232 | $380.94K | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | Buy | +502,265 | — | 502,265 | $12.56M | Q4 2025 | Jan 15, 2026 |
Frequently asked questions about SGRT activity
Which institutional owners are buying SGRT?
Institutional owners buying SGRT 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 SGRT activity?
"Buy" means an investor increased their reported position in SGRT compared to the prior reporting period. This reflects growing exposure to SMART EARNINGS GROWTH 30 ETF (SGRT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SGRT increasing?
Institutional interest in SGRT 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.