BUSHIDO CAP US EQUITY ETF (SMRI) Institutional Ownership Changes & 13F Activity
BUSHIDO CAP US EQUITY ETF (SMRI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sepio Capital, Lp, Jpmorgan Chase & Co, Gts Securities Llc, Beacon Pointe Advisors, Llc, and D.A. Davidson & Co..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Buy | +1,650 | +14.0% | 13,453 | $601.00 | Q3 2026 | Nov 02, 2026 |
| Northeast Investment Management | Buy | +5,403 | — | 5,403 | $241.46K | Q3 2026 | Oct 30, 2026 |
| Spire Wealth Management | Buy | +100 | — | 100 | $4.47K | Q3 2026 | Oct 30, 2026 |
| D.A. Davidson & Co. | Buy | +5,472 | — | 5,472 | $244.54K | Q3 2026 | Oct 28, 2026 |
| Marathon Capital Management | Sell | -1,325 | -15.3% | 7,315 | $326.91K | Q3 2026 | Oct 23, 2026 |
| Sepio Capital, Lp | Buy | +411,684 | +3.0% | 13,964,799 | $624.09M | Q3 2026 | Oct 22, 2026 |
| Decker Retirement Planning Inc. | Buy | +28 | — | 28 | $1.25K | Q3 2026 | Oct 19, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -10,974 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 18, 2026 |
| Gts Securities Llc | Sell | -26,486 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 14, 2026 |
| Jpmorgan Chase & Co | Sell | -79,502 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 12, 2026 |
| Blair William & Co/Il | Sell | -30 | -100.0% | 0 | $0.00 | Q3 2026 | Aug 11, 2026 |
Frequently asked questions about SMRI activity
Which institutional owners are buying SMRI?
Institutional owners buying SMRI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SMRI activity?
"Buy" means an investor increased their reported position in SMRI compared to the prior reporting period. This reflects growing exposure to BUSHIDO CAP US EQUITY ETF (SMRI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMRI increasing?
Institutional interest in SMRI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.