Who owns SGRT?
SMART Earnings Growth 30 ETF · SMART
15 institutions reported holding SGRT, worth $22.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SGRT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| SMART Wealth LLC | Omaha, NE | $9.0M | 240,266 | +128,000 shares |
| Brookstone Capital Management | Wheaton, IL | $5.0M | 133,917 | +101,380 shares |
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $4.0M | 106,696 | −26,496 shares |
| Herbst Group, LLC | Westport, CT | $1.8M | 48,646 | New position |
| AE Wealth Management LLC | Topeka, KS | $815K | 21,738 | +7,316 shares |
| Kovack Advisors, Inc. | Ft. Lauderdale, FL | $769K | 20,500 | New position |
| Brown Advisory Inc. | Baltimore, MD | $714K | 19,048 | +3,270 shares |
| Jane Street Group, LLC | New York, NY | $209K | 5,581 | New position |
| Advisory Alpha, LLC | Holland, MI | $201K | 5,358 | New position |
| Quest 10 Wealth Builders, Inc. | Fuquay-Varina, VA | $187K | 4,997 | +4,463 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SGRT?
15 institutional managers reported holding SGRT in Form 13F filings for June 30, 2026, worth $22.8M in total. The largest reported position was held by SMART Wealth LLC, at $9.0M.
Did institutions buy or sell SGRT last quarter?
Reported 13F value rose 137.2% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SGRT ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.