SMIG Institutional Ownership & Shareholders
BAHL & GAYNOR S/M INC GROWTH (SMIG) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $944.47M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of SMIG tracked by InsiderSet, reporting ownership valued at approximately $342.05M 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 $335.58M, representing an estimated loss of -1.89% 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
63
Total Reported Value
$944.47M
Largest Holder
Bank Of America Corp
Largest Position
$342.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
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% | 10,425,025 | $342,045,060 | $335,581,555 | -$6,463,505 | -1.89% | |
| Morgan Stanley | 0.01% | 7,851,152 | $257,596,332 | $252,728,583 | -$4,867,749 | -1.89% | |
| Royal Bank Of Canada | 0.01% | 2,352,255 | $77,178,000 | $75,719,088 | -$1,458,912 | -1.89% | |
| Ubs Group Ag | 0.01% | 1,493,573 | $49,004,130 | $48,078,115 | -$926,015 | -1.89% | |
| Wells Fargo & Company/Mn | 0.00% | 747,940 | $24,539,920 | $24,076,189 | -$463,731 | -1.89% | |
| Raymond James Financial Inc | 0.01% | 654,984 | $21,490,027 | $21,083,935 | -$406,092 | -1.89% | |
| Sanctuary Advisors, Llc | 0.09% | 621,620 | $20,395,363 | $20,009,948 | -$385,415 | -1.89% | |
| Lpl Financial Llc | 0.00% | 442,089 | $14,504,947 | $14,230,845 | -$274,102 | -1.89% | |
| Prime Capital Investment Advisors, Llc | 0.13% | 443,933 | $13,721,958 | $14,290,203 | +$568,245 | +4.14% | |
| Stifel Financial Corp | 0.01% | 344,586 | $11,305,814 | $11,092,223 | -$213,591 | -1.89% | |
| Us Bancorp \De\ | 0.01% | 338,697 | $11,112,649 | $10,902,656 | -$209,993 | -1.89% | |
| Fifth Third Bancorp | 0.01% | 243,529 | $7,990,187 | $7,839,199 | -$150,988 | -1.89% | |
| Truist Financial Corp | 0.01% | 249,742 | $7,719,516 | $8,039,195 | +$319,679 | +4.14% | |
| Two Sigma Investments, Lp | 0.01% | 228,500 | $7,497,085 | $7,355,415 | -$141,670 | -1.89% | |
| Castle Wealth Management Llc | 2.08% | 214,231 | $7,028,911 | $6,896,096 | -$132,815 | -1.89% | |
| Joseph Group Capital Management | 1.40% | 203,388 | $6,673,176 | $6,547,060 | -$126,116 | -1.89% | |
| Jpmorgan Chase & Co | 0.00% | 178,139 | $5,841,206 | $5,734,294 | -$106,912 | -1.83% | |
| Cetera Investment Advisers | 0.00% | 165,983 | $5,445,907 | $5,342,993 | -$102,914 | -1.89% | |
| Gotham Asset Management, Llc | 0.01% | 145,154 | $4,762,503 | $4,672,507 | -$89,996 | -1.89% | |
| Bank Of New York Mellon Corp | 0.00% | 132,749 | $4,355,478 | $4,273,190 | -$82,288 | -1.89% | |
| Rockefeller Capital Management L.P. | 0.01% | 127,513 | $4,183,704 | $4,104,643 | -$79,061 | -1.89% | |
| Pine Valley Investments Ltd Liability Co | 0.17% | 120,600 | $3,960,451 | $3,882,114 | -$78,337 | -1.98% | |
| Envestnet Asset Management Inc | 0.00% | 116,553 | $3,824,090 | $3,751,841 | -$72,249 | -1.89% | |
| Equitable Holdings, Inc. | 0.02% | 106,795 | $3,503,945 | $3,437,731 | -$66,214 | -1.89% | |
| Waverly Advisors, Llc | 0.02% | 82,789 | $2,716,302 | $2,664,978 | -$51,324 | -1.89% | |
| Heritage Wealth Management, Inc. | 0.66% | 85,820 | $2,652,696 | $2,762,546 | +$109,850 | +4.14% | |
| Kestra Private Wealth Services, Llc | 0.02% | 72,945 | $2,254,728 | $2,348,100 | +$93,372 | +4.14% | |
| Atria Investments, Inc | 0.02% | 70,567 | $2,181,229 | $2,271,552 | +$90,323 | +4.14% | |
| Wealthcare Advisory Partners Llc | 0.03% | 50,355 | $1,556,470 | $1,620,927 | +$64,457 | +4.14% | |
| &Partners | 0.01% | 47,387 | $1,554,778 | $1,525,388 | -$29,390 | -1.89% | |
| Elevation Point Wealth Partners, Llc | 0.03% | 44,391 | $1,458,550 | $1,428,946 | -$29,604 | -2.03% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 44,392 | $1,456,497 | $1,428,978 | -$27,519 | -1.89% | |
| Wealth Dimensions Group, Ltd. | 0.22% | 41,775 | $1,291,265 | $1,344,737 | +$53,472 | +4.14% | |
| Edgerock Capital Llc | 0.29% | 38,359 | $1,258,548 | $1,234,776 | -$23,772 | -1.89% | |
| Mml Investors Services, Llc | 0.00% | 30,772 | $1,009,628 | $990,551 | -$19,077 | -1.89% | |
| Philadelphia Investment Partners, Llc | 0.57% | 28,016 | $919,256 | $901,835 | -$17,421 | -1.90% | |
| Goldman Sachs Group Inc | 0.00% | 27,072 | $888,232 | $871,448 | -$16,784 | -1.89% | |
| Baird Financial Group, Inc. | 0.00% | 26,326 | $863,756 | $847,434 | -$16,322 | -1.89% | |
| Transcend Capital Advisors, Llc | 0.05% | 21,401 | $702,167 | $688,898 | -$13,269 | -1.89% | |
| Center For Wealth Management Advisory | 0.40% | 20,820 | $643,546 | $670,196 | +$26,650 | +4.14% | |
| Freestone Capital Holdings, Llc | 0.01% | 15,437 | $506,488 | $496,917 | -$9,571 | -1.89% | |
| Pfg Investments, Llc | 0.02% | 15,356 | $503,822 | $494,310 | -$9,512 | -1.89% | |
| Concurrent Investment Advisors, Llc | 0.00% | 15,415 | $476,478 | $496,209 | +$19,731 | +4.14% | |
| Openarc Corporate Advisory, Llc | 0.01% | 14,561 | $450,081 | $468,719 | +$18,638 | +4.14% | |
| Janney Montgomery Scott Llc | 0.00% | 12,916 | $424,000 | $415,766 | -$8,234 | -1.94% | |
| Purefi Wealth, Llc | 0.19% | 13,000 | $401,830 | $418,470 | +$16,640 | +4.14% | |
| Argentarii, Llc | 0.09% | 9,780 | $302,300 | $314,818 | +$12,518 | +4.14% | |
| Weaver Consulting Group | 0.06% | 9,596 | $296,612 | $308,895 | +$12,283 | +4.14% | |
| Susquehanna International Group, Llp | 0.00% | 8,769 | $287,711 | $282,274 | -$5,437 | -1.89% | |
| Mcf Advisors Llc | 0.01% | 9,000 | $278,568 | $289,710 | +$11,142 | +4.00% |
Frequently asked questions about SMIG
Who are the largest institutional holders of SMIG?
The largest institutional holders of SMIG reported in the latest SEC Form 13F filings include Bank Of America Corp, Morgan Stanley, Royal Bank Of Canada, Ubs Group Ag, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported SMIG position.
What is SMIG institutional ownership?
This page tracks SMIG positions reported by institutional investment managers through SEC Form 13F. BAHL & GAYNOR S/M INC GROWTH (SMIG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMIG?
InsiderSet currently tracks 63 institutional managers reporting SMIG 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 SMIG shareholders.
How much SMIG stock do institutions own?
Institutional investment managers disclosed approximately $944.47M in SMIG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMIG institutional ownership last updated?
The latest SMIG 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 SMIG 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 SMIG position after the reporting date.
Are institutions buying or selling SMIG?
Institutional buying and selling can be analyzed by comparing SMIG positions across consecutive 13F reporting periods. InsiderSet's SMIG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMIG ownership changes.
How has SMIG institutional ownership changed over time?
InsiderSet tracks SMIG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.