HILTON SMALL-MIDCAP OPP ETF (SMCO) Institutional Shareholders
HILTON SMALL-MIDCAP OPP ETF (SMCO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $78.88M in SMCO holdings during the latest filing period.
Crumly & Associates Inc. is currently the largest disclosed institutional shareholder of SMCO tracked by InsiderSet, reporting ownership valued at approximately $14.31M 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 $12.78M, representing an estimated loss of -10.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% 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
21
Total Reported Value
$78.88M
Largest Holder
Crumly & Associates Inc.
Largest Position
$14.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
22
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Crumly & Associates Inc. | 2.74% | 461,501 | $14,306,531 | $12,782,562 | -$1,523,969 | -10.65% | |
| Envestnet Asset Management Inc | 0.00% | 361,007 | $11,191,215 | $9,999,100 | -$1,192,115 | -10.65% | |
| &Partners | 0.04% | 343,476 | $10,689,543 | $9,513,530 | -$1,176,013 | -11.00% | |
| Hilton Capital Management, Llc | 0.48% | 229,066 | $7,101,046 | $6,344,624 | -$756,422 | -10.65% | |
| Fulton Bank, N.A. | 0.22% | 228,516 | $7,083,996 | $6,329,390 | -$754,606 | -10.65% | |
| Ubs Group Ag | 0.00% | 157,569 | $4,884,639 | $4,364,315 | -$520,324 | -10.65% | |
| Janney Montgomery Scott Llc | 0.01% | 146,864 | $4,553,000 | $4,067,810 | -$485,190 | -10.66% | |
| Visionary Wealth Advisors | 0.17% | 139,304 | $4,318,436 | $3,858,414 | -$460,022 | -10.65% | |
| Snowden Capital Advisors Llc | 0.09% | 122,411 | $3,794,741 | $3,390,515 | -$404,226 | -10.65% | |
| Lpl Financial Llc | 0.00% | 115,901 | $3,592,931 | $3,210,203 | -$382,728 | -10.65% | |
| Bank Of America Corp | 0.00% | 76,758 | $2,379,498 | $2,126,028 | -$253,470 | -10.65% | |
| Osaic Holdings, Inc. | 0.00% | 53,378 | $1,654,878 | $1,478,453 | -$176,425 | -10.66% | |
| Benjamin Edwards Inc | 0.01% | 24,086 | $746,666 | $667,129 | -$79,537 | -10.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 23,675 | $733,910 | $655,745 | -$78,165 | -10.65% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 19,717 | $611,227 | $546,118 | -$65,109 | -10.65% | |
| Pier 88 Investment Partners Llc | 0.14% | 19,300 | $598,300 | $534,568 | -$63,732 | -10.65% | |
| Gts Securities Llc | 0.01% | 11,244 | $348,564 | $311,434 | -$37,130 | -10.65% | |
| Wealthshield Partners, Llc | 0.03% | 7,039 | $218,209 | $194,965 | -$23,244 | -10.65% | |
| Fifth Third Bancorp | 0.00% | 1,948 | $60,388 | $53,955 | -$6,433 | -10.65% | |
| Jpmorgan Chase & Co | 0.00% | 450 | $13,809 | $12,464 | -$1,345 | -9.74% | |
| Morgan Stanley | 0.00% | 29 | $899 | $803 | -$96 | -10.65% |
Frequently asked questions about SMCO
Who owns the most SMCO stock?
The largest holders of SMCO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for HILTON SMALL-MIDCAP OPP ETF (SMCO).
Is SMCO widely held by superinvestors?
Many widely followed stocks like SMCO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMCO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.