ALPS SMTH COR BD PLUS ETF (SMTH) Institutional Shareholders
ALPS SMTH COR BD PLUS ETF (SMTH) 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 $2.28B in SMTH holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of SMTH tracked by InsiderSet, reporting ownership valued at approximately $1.26B 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 $1.26B, representing an estimated loss of -0.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed SMTH value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Annex Advisory Services, Llc, Shufro Rose & Co Llc, and several other long-term asset managers with concentrated positions in ALPS SMTH COR BD PLUS ETF (SMTH).
This page ranks the largest institutional SMTH 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
82
Total Reported Value
$2.28B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$1.26B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
97
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 2.11% | 49,724,983 | $1,258,181,720 | $1,257,445,370 | -$736,350 | -0.06% | |
| Annex Advisory Services, Llc | 4.06% | 9,237,012 | $237,760,699 | $233,585,559 | -$4,175,140 | -1.76% | |
| Shufro Rose & Co Llc | 8.96% | 5,106,384 | $131,514,925 | $129,130,239 | -$2,384,686 | -1.81% | |
| Trilogy Capital Inc. | 4.20% | 4,184,387 | $107,706,112 | $105,814,778 | -$1,891,334 | -1.76% | |
| Stratos Investment Management, Llc | 3.54% | 3,427,061 | $88,263,981 | $86,663,519 | -$1,600,462 | -1.81% | |
| Hamilton Wealth, Llc | 4.96% | 2,653,258 | $68,334,662 | $67,095,588 | -$1,239,074 | -1.81% | |
| Bank Of New York Mellon Corp | 0.01% | 2,208,173 | $56,871,495 | $55,840,279 | -$1,031,216 | -1.81% | |
| Lineweaver Wealth Advisors, Llc | 4.83% | 1,579,639 | $40,659,904 | $39,945,911 | -$713,993 | -1.76% | |
| Level Four Advisory Services, Llc | 1.05% | 1,238,142 | $31,888,377 | $31,310,135 | -$578,242 | -1.81% | |
| Meridian Wealth Management, Llc | 0.78% | 855,270 | $22,027,475 | $21,628,068 | -$399,407 | -1.81% | |
| Adapt Wealth Advisors, Llc | 6.73% | 721,532 | $18,583,050 | $18,246,101 | -$336,949 | -1.81% | |
| Traction Financial Partners, Llc | 10.74% | 677,125 | $17,439,368 | $17,123,137 | -$316,231 | -1.81% | |
| Principle Wealth Partners Llc | 1.00% | 676,565 | $17,424,929 | $17,108,976 | -$315,953 | -1.81% | |
| Northcrest Asset Manangement, Llc | 0.37% | 557,618 | $14,280,597 | $14,101,044 | -$179,553 | -1.26% | |
| Guardian Financial Partners, Llc | 5.31% | 529,672 | $13,633,758 | $13,394,346 | -$239,412 | -1.76% | |
| Sentinel Pension Advisors, Llc | 1.61% | 481,227 | $12,283,317 | $12,169,268 | -$114,049 | -0.93% | |
| Vise Technologies, Inc. | 0.24% | 464,880 | $12,119,410 | $11,755,885 | -$363,525 | -3.00% | |
| World Investment Advisors | 0.18% | 436,043 | $11,230,294 | $11,026,655 | -$203,639 | -1.81% | |
| Old Port Advisors | 2.19% | 431,023 | $11,094,522 | $10,899,710 | -$194,812 | -1.76% | |
| Prasad Wealth Partners, Llc | 2.35% | 378,849 | $9,751,571 | $9,580,334 | -$171,237 | -1.76% | |
| Sovereign Investment Advisors, Llc | 2.04% | 373,742 | $9,625,725 | $9,451,188 | -$174,537 | -1.81% | |
| Gallacher Capital Management Llc | 4.47% | 309,268 | $7,960,561 | $7,820,769 | -$139,792 | -1.76% | |
| Nixon Peabody Trust Co | 0.56% | 306,809 | $7,897,264 | $7,758,586 | -$138,678 | -1.76% | |
| Ethos Financial Group, Llc | 0.56% | 298,441 | $7,663,967 | $7,546,976 | -$116,991 | -1.53% | |
| Tenzing Financial Llc | 5.14% | 291,152 | $7,491,334 | $7,362,652 | -$128,682 | -1.72% | |
| Sbe Llc Dba Cedar Cove Wealth Partners | 3.44% | 284,270 | $7,317,121 | $7,188,620 | -$128,501 | -1.76% | |
| Spectrum Investment Advisors, Inc. | 2.59% | 246,241 | $6,338,241 | $6,226,942 | -$111,299 | -1.76% | |
| Raymond James Financial Inc | 0.00% | 141,460 | $3,643,296 | $3,577,240 | -$66,056 | -1.81% | |
| Lpl Financial Llc | 0.00% | 135,082 | $3,479,034 | $3,415,954 | -$63,080 | -1.81% | |
| Alps Advisors Inc | 0.02% | 131,117 | $3,374,952 | $3,315,687 | -$59,265 | -1.76% | |
| Bank Of America Corp | 0.00% | 116,201 | $2,992,756 | $2,938,491 | -$54,265 | -1.81% | |
| First Foundation Advisors | 0.12% | 114,592 | $2,951,318 | $2,897,802 | -$53,516 | -1.81% | |
| Blue Line Capital, Llc / Il | 2.39% | 107,187 | $2,758,986 | $2,710,545 | -$48,441 | -1.76% | |
| Citadel Advisors Llc | 0.00% | 94,547 | $2,435,058 | $2,390,905 | -$44,153 | -1.81% | |
| Crestwood Advisors Group, Llc | 0.04% | 91,161 | $2,347,852 | $2,305,279 | -$42,573 | -1.81% | |
| Fermata Advisors, Llc | 0.42% | 80,196 | $2,064,245 | $2,027,996 | -$36,249 | -1.76% | |
| Arsenal Capital Advisors Llc | 1.48% | 79,161 | $2,038,781 | $2,001,823 | -$36,958 | -1.81% | |
| Wells Fargo & Company/Mn | 0.00% | 65,017 | $1,674,512 | $1,644,150 | -$30,362 | -1.81% | |
| Mgo One Seven Llc | 0.03% | 64,514 | $1,660,590 | $1,631,430 | -$29,160 | -1.76% | |
| Tidal Investments Llc | 0.00% | 60,870 | $1,567,707 | $1,539,281 | -$28,426 | -1.81% | |
| Signal Advisors Wealth, Llc | 0.10% | 56,677 | $1,459,717 | $1,433,248 | -$26,469 | -1.81% | |
| Goldman Sachs Group Inc | 0.00% | 49,627 | $1,278,143 | $1,254,968 | -$23,175 | -1.81% | |
| Envestnet Asset Management Inc | 0.00% | 34,596 | $891,011 | $874,864 | -$16,147 | -1.81% | |
| Legacy Capital Wealth Partners, Llc | 0.18% | 33,627 | $866,063 | $850,360 | -$15,703 | -1.81% | |
| Integras Partners Llc | 0.41% | 28,913 | $744,221 | $731,152 | -$13,069 | -1.76% | |
| G&S Capital Llc | 0.22% | 28,910 | $744,149 | $731,076 | -$13,073 | -1.76% | |
| Wealth Enhancement Trust Services, Inc. | 0.09% | 26,835 | $699,602 | $678,603 | -$20,999 | -3.00% | |
| Apollon Wealth Management, Llc | 0.01% | 25,700 | $661,528 | $649,902 | -$11,626 | -1.76% | |
| Concurrent Investment Advisors, Llc | 0.01% | 24,278 | $624,924 | $613,942 | -$10,982 | -1.76% | |
| Coastal Bridge Advisors, Llc | 0.04% | 24,006 | $618,280 | $607,064 | -$11,216 | -1.81% |
Frequently asked questions about SMTH
Who owns the most SMTH stock?
The largest holders of SMTH 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 ALPS SMTH COR BD PLUS ETF (SMTH).
Is SMTH widely held by superinvestors?
Many widely followed stocks like SMTH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMTH 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.