SMCO Institutional Ownership & Shareholders
HILTON SMALL-MIDCAP OPP ETF (SMCO) is currently held by 22 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $80.41M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Crumly & Associates Inc. is currently the largest disclosed institutional shareholder of SMCO tracked by InsiderSet, reporting ownership valued at approximately $14.48M in its September 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 $14.61M, representing an estimated gain of +0.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed SMCO value among the investors covered in this analysis. Major shareholders include Crumly & Associates Inc., Envestnet Asset Management Inc, &Partners, and several other long-term asset managers with concentrated positions in HILTON SMALL-MIDCAP OPP ETF (SMCO).
This page ranks the largest institutional SMCO 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
22
Total Reported Value
$80.41M
Largest Holder
Crumly & Associates Inc.
Largest Position
$14.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Crumly & Associates Inc. | 2.57% | 527,483 | $14,477,404 | $14,608,325 | +$130,921 | +0.90% | |
| Envestnet Asset Management Inc | 0.00% | 361,007 | $11,191,215 | $9,997,872 | -$1,193,343 | -10.66% | |
| &Partners | 0.04% | 343,476 | $10,689,543 | $9,512,362 | -$1,177,181 | -11.01% | |
| Fulton Bank, N.A. | 0.23% | 270,460 | $7,423,098 | $7,490,227 | +$67,129 | +0.90% | |
| Hilton Capital Management, Llc | 0.48% | 229,066 | $7,101,046 | $6,343,845 | -$757,201 | -10.66% | |
| Ubs Group Ag | 0.00% | 157,569 | $4,884,639 | $4,363,779 | -$520,860 | -10.66% | |
| Partners Wealth Management, Llc | 0.48% | 167,200 | $4,589,005 | $4,630,504 | +$41,499 | +0.90% | |
| Janney Montgomery Scott Llc | 0.01% | 146,864 | $4,553,000 | $4,067,310 | -$485,690 | -10.67% | |
| Snowden Capital Advisors Llc | 0.09% | 122,411 | $3,794,741 | $3,390,099 | -$404,642 | -10.66% | |
| Visionary Wealth Advisors | 0.15% | 136,081 | $3,734,903 | $3,768,682 | +$33,779 | +0.90% | |
| Bank Of America Corp | 0.00% | 76,758 | $2,379,498 | $2,125,767 | -$253,731 | -10.66% | |
| Osaic Holdings, Inc. | 0.00% | 53,378 | $1,654,878 | $1,478,272 | -$176,606 | -10.67% | |
| Lpl Financial Llc | 0.00% | 42,618 | $1,169,702 | $1,180,280 | +$10,578 | +0.90% | |
| Benjamin Edwards Inc | 0.01% | 24,086 | $746,666 | $667,047 | -$79,619 | -10.66% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 19,717 | $611,227 | $546,050 | -$65,177 | -10.66% | |
| Pier 88 Investment Partners Llc | 0.13% | 19,300 | $529,712 | $534,502 | +$4,790 | +0.90% | |
| Gts Securities Llc | 0.01% | 11,244 | $348,564 | $311,396 | -$37,168 | -10.66% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,695 | $243,521 | $240,803 | -$2,718 | -1.12% | |
| Wealthshield Partners, Llc | 0.03% | 7,039 | $218,209 | $194,941 | -$23,268 | -10.66% | |
| Fifth Third Bancorp | 0.00% | 1,948 | $53,465 | $53,949 | +$484 | +0.90% | |
| Jpmorgan Chase & Co | 0.00% | 450 | $13,809 | $12,462 | -$1,347 | -9.75% | |
| Morgan Stanley | 0.00% | 29 | $899 | $803 | -$96 | -10.66% |
Frequently asked questions about SMCO
Who are the largest institutional holders of SMCO?
The largest institutional holders of SMCO reported in the latest SEC Form 13F filings include Crumly & Associates Inc., Envestnet Asset Management Inc, &Partners, Fulton Bank, N.A., and Hilton Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported SMCO position.
What is SMCO institutional ownership?
This page tracks SMCO positions reported by institutional investment managers through SEC Form 13F. HILTON SMALL-MIDCAP OPP ETF (SMCO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMCO?
InsiderSet currently tracks 22 institutional managers reporting SMCO 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 SMCO shareholders.
How much SMCO stock do institutions own?
Institutional investment managers disclosed approximately $80.41M in SMCO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMCO institutional ownership last updated?
The latest SMCO 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 SMCO 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 SMCO position after the reporting date.
Are institutions buying or selling SMCO?
Institutional buying and selling can be analyzed by comparing SMCO positions across consecutive 13F reporting periods. InsiderSet's SMCO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMCO ownership changes.
How has SMCO institutional ownership changed over time?
InsiderSet tracks SMCO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.