SMRI Institutional Ownership & Shareholders
BUSHIDO CAP US EQUITY ETF (SMRI) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $630.13M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Sepio Capital, Lp is currently the largest disclosed institutional shareholder of SMRI tracked by InsiderSet, reporting ownership valued at approximately $624.09M 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 $659.07M, representing an estimated gain of +5.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SMRI value among the investors covered in this analysis. Major shareholders include Sepio Capital, Lp, Jpmorgan Chase & Co, Gts Securities Llc, and several other long-term asset managers with concentrated positions in BUSHIDO CAP US EQUITY ETF (SMRI).
This page ranks the largest institutional SMRI 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
12
Total Reported Value
$630.13M
Largest Holder
Sepio Capital, Lp
Largest Position
$624.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sepio Capital, Lp | 24.93% | 13,964,799 | $624,086,878 | $659,070,085 | +$34,983,207 | +5.61% | |
| Jpmorgan Chase & Co | 0.00% | 79,502 | $3,283,162 | $3,752,105 | +$468,943 | +14.28% | |
| Gts Securities Llc | 0.02% | 26,486 | $1,086,615 | $1,250,009 | +$163,394 | +15.04% | |
| Beacon Pointe Advisors, Llc | 0.00% | 10,974 | $450,223 | $517,919 | +$67,696 | +15.04% | |
| Black Diamond Financial, Llc | 0.03% | 8,926 | $398,903 | $421,263 | +$22,360 | +5.61% | |
| Marathon Capital Management | 0.07% | 7,315 | $326,907 | $345,232 | +$18,325 | +5.61% | |
| D.A. Davidson & Co. | 0.00% | 5,472 | $244,544 | $258,252 | +$13,708 | +5.61% | |
| Northeast Investment Management | 0.01% | 5,403 | $241,460 | $254,995 | +$13,535 | +5.61% | |
| Spire Wealth Management | 0.00% | 100 | $4,469 | $4,720 | +$251 | +5.61% | |
| Decker Retirement Planning Inc. | 0.00% | 28 | $1,251 | $1,321 | +$70 | +5.63% | |
| Blair William & Co/Il | 0.00% | 30 | $1,231 | $1,416 | +$185 | +15.02% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 13,453 | $601 | $634,916 | +$634,315 | +105543.21% |
Frequently asked questions about SMRI
Who are the largest institutional holders of SMRI?
The largest institutional holders of SMRI reported in the latest SEC Form 13F filings include Sepio Capital, Lp, Jpmorgan Chase & Co, Gts Securities Llc, Beacon Pointe Advisors, Llc, and Black Diamond Financial, Llc. InsiderSet ranks institutional holders by their latest reported SMRI position.
What is SMRI institutional ownership?
This page tracks SMRI positions reported by institutional investment managers through SEC Form 13F. BUSHIDO CAP US EQUITY ETF (SMRI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMRI?
InsiderSet currently tracks 12 institutional managers reporting SMRI 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 SMRI shareholders.
How much SMRI stock do institutions own?
Institutional investment managers disclosed approximately $630.13M in SMRI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMRI institutional ownership last updated?
The latest SMRI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 SMRI 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 SMRI position after the reporting date.
Are institutions buying or selling SMRI?
Institutional buying and selling can be analyzed by comparing SMRI positions across consecutive 13F reporting periods. InsiderSet's SMRI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMRI ownership changes.
How has SMRI institutional ownership changed over time?
InsiderSet tracks SMRI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.