BAHL & GAYNOR S/M INC GROWTH (SMIG) Institutional Shareholders
BAHL & GAYNOR S/M INC GROWTH (SMIG) 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 $795.38M in SMIG holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SMIG tracked by InsiderSet, reporting ownership valued at approximately $296.39M in its March 31, 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 $334.77M, representing an estimated gain of +12.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed SMIG value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Morgan Stanley, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in BAHL & GAYNOR S/M INC GROWTH (SMIG).
This page ranks the largest institutional SMIG 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
65
Total Reported Value
$795.38M
Largest Holder
Bank Of America Corp
Largest Position
$296.39M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 10,098,541 | $296,392,174 | $334,766,634 | +$38,374,460 | +12.95% | |
| Morgan Stanley | 0.01% | 6,648,831 | $195,143,216 | $220,408,748 | +$25,265,532 | +12.95% | |
| Royal Bank Of Canada | 0.01% | 2,390,250 | $70,154,000 | $79,236,788 | +$9,082,788 | +12.95% | |
| Ubs Group Ag | 0.01% | 1,656,212 | $48,609,822 | $54,903,428 | +$6,293,606 | +12.95% | |
| Raymond James Financial Inc | 0.01% | 729,413 | $21,408,280 | $24,180,041 | +$2,771,761 | +12.95% | |
| Wells Fargo & Company/Mn | 0.00% | 616,677 | $18,099,462 | $20,442,843 | +$2,343,381 | +12.95% | |
| Sanctuary Advisors, Llc | 0.09% | 559,405 | $16,418,543 | $18,544,276 | +$2,125,733 | +12.95% | |
| Lpl Financial Llc | 0.00% | 443,778 | $13,024,889 | $14,711,241 | +$1,686,352 | +12.95% | |
| Prime Capital Investment Advisors, Llc | 0.11% | 336,636 | $9,880,262 | $11,159,483 | +$1,279,221 | +12.95% | |
| Stifel Financial Corp | 0.01% | 336,015 | $9,862,001 | $11,138,897 | +$1,276,896 | +12.95% | |
| Us Bancorp \De\ | 0.01% | 307,828 | $9,034,752 | $10,204,498 | +$1,169,746 | +12.95% | |
| Truist Financial Corp | 0.01% | 247,500 | $8,120,488 | $8,204,625 | +$84,137 | +1.04% | |
| Castle Wealth Management Llc | 2.08% | 214,231 | $7,028,911 | $7,101,758 | +$72,847 | +1.04% | |
| Fifth Third Bancorp | 0.01% | 228,492 | $6,706,253 | $7,574,510 | +$868,257 | +12.95% | |
| Joseph Group Capital Management | 1.51% | 205,528 | $6,032,244 | $6,813,253 | +$781,009 | +12.95% | |
| Cetera Investment Advisers | 0.01% | 168,798 | $4,954,220 | $5,595,654 | +$641,434 | +12.95% | |
| Gotham Asset Management, Llc | 0.01% | 145,154 | $4,260,270 | $4,811,855 | +$551,585 | +12.95% | |
| Bank Of New York Mellon Corp | 0.00% | 140,618 | $4,127,133 | $4,661,487 | +$534,354 | +12.95% | |
| Equitable Holdings, Inc. | 0.03% | 139,087 | $4,005,706 | $4,610,734 | +$605,028 | +15.10% | |
| Pine Valley Investments Ltd Liability Co | 0.17% | 120,600 | $3,960,451 | $3,997,890 | +$37,439 | +0.95% | |
| Goldman Sachs Group Inc | 0.00% | 133,921 | $3,930,581 | $4,439,481 | +$508,900 | +12.95% | |
| Envestnet Asset Management Inc | 0.00% | 116,470 | $3,418,390 | $3,860,981 | +$442,591 | +12.95% | |
| Rockefeller Capital Management L.P. | 0.01% | 104,014 | $3,052,834 | $3,448,064 | +$395,230 | +12.95% | |
| Heritage Wealth Management, Inc. | 0.70% | 85,820 | $2,815,754 | $2,844,933 | +$29,179 | +1.04% | |
| Waverly Advisors, Llc | 0.02% | 82,981 | $2,435,494 | $2,750,820 | +$315,326 | +12.95% | |
| Atria Investments, Inc | 0.02% | 74,000 | $2,427,937 | $2,453,100 | +$25,163 | +1.04% | |
| Kestra Private Wealth Services, Llc | 0.03% | 71,135 | $2,333,949 | $2,358,125 | +$24,176 | +1.04% | |
| Wealthcare Advisory Partners Llc | 0.03% | 50,194 | $1,646,854 | $1,663,931 | +$17,077 | +1.04% | |
| &Partners | 0.01% | 51,393 | $1,533,484 | $1,703,678 | +$170,194 | +11.10% | |
| Wealth Dimensions Group, Ltd. | 0.25% | 41,775 | $1,370,638 | $1,384,841 | +$14,203 | +1.04% | |
| Elevation Point Wealth Partners, Llc | 0.03% | 44,057 | $1,293,076 | $1,460,490 | +$167,414 | +12.95% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 43,904 | $1,288,586 | $1,455,418 | +$166,832 | +12.95% | |
| Edgerock Capital Llc | 0.29% | 38,359 | $1,258,548 | $1,271,601 | +$13,053 | +1.04% | |
| Dorsey & Whitney Trust Co Llc | 0.05% | 33,365 | $979,263 | $1,106,050 | +$126,787 | +12.95% | |
| Philadelphia Investment Partners, Llc | 0.56% | 28,222 | $828,313 | $935,559 | +$107,246 | +12.95% | |
| Transcend Capital Advisors, Llc | 0.06% | 27,121 | $796,016 | $899,061 | +$103,045 | +12.95% | |
| Baird Financial Group, Inc. | 0.00% | 25,986 | $762,689 | $861,436 | +$98,747 | +12.95% | |
| Mml Investors Services, Llc | 0.00% | 21,118 | $619,822 | $700,062 | +$80,240 | +12.95% | |
| Freestone Capital Holdings, Llc | 0.01% | 15,437 | $506,488 | $511,737 | +$5,249 | +1.04% | |
| Pfg Investments, Llc | 0.02% | 15,356 | $503,822 | $509,051 | +$5,229 | +1.04% | |
| Openarc Corporate Advisory, Llc | 0.01% | 15,321 | $449,671 | $507,891 | +$58,220 | +12.95% | |
| Concurrent Investment Advisors, Llc | 0.00% | 13,591 | $445,921 | $450,542 | +$4,621 | +1.04% | |
| Susquehanna International Group, Llp | 0.00% | 14,952 | $438,841 | $495,659 | +$56,818 | +12.95% | |
| Purefi Wealth, Llc | 0.23% | 13,000 | $426,530 | $430,950 | +$4,420 | +1.04% | |
| Jane Street Group, Llc | 0.00% | 12,844 | $376,971 | $425,779 | +$48,808 | +12.95% | |
| Weaver Consulting Group | 0.06% | 9,550 | $313,336 | $316,583 | +$3,247 | +1.04% | |
| Argentarii, Llc | 0.10% | 9,578 | $281,114 | $317,511 | +$36,397 | +12.95% | |
| Mcf Advisors Llc | 0.01% | 9,000 | $264,150 | $298,350 | +$34,200 | +12.95% | |
| Citadel Advisors Llc | 0.00% | 8,360 | $245,366 | $277,134 | +$31,768 | +12.95% | |
| Parallel Advisors, Llc | 0.00% | 7,935 | $232,892 | $263,045 | +$30,153 | +12.95% |
Frequently asked questions about SMIG
Who owns the most SMIG stock?
The largest holders of SMIG 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 BAHL & GAYNOR S/M INC GROWTH (SMIG).
Is SMIG widely held by superinvestors?
Many widely followed stocks like SMIG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMIG 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.