Who owns SMCO?
Hilton Small-Midcap Opportunity ETF · Hilton
21 institutions reported holding SMCO, worth $78.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMCO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Crumly & Associates Inc. | Springfield, IL | $14.3M | 461,501 | +11,716 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $11.2M | 361,007 | +9,304 shares |
| &Partners | Nashville, TN | $10.7M | 343,476 | −4,980 shares |
| Hilton Capital Management, LLC | Garden City, NY | $7.1M | 229,066 | No change |
| Fulton Bank, N.A. | Lancaster, PA | $7.1M | 228,516 | +80,684 shares |
| UBS Group AG | Zurich, Switzerland | $4.9M | 157,569 | +60,734 shares |
| Janney Montgomery Scott LLC | Philadelphia, PA | $4.6M | 146,864 | +68,845 shares |
| Visionary Wealth Advisors | O'Fallon, IL | $4.3M | 139,304 | −698 shares |
| Snowden Capital Advisors LLC | New York, NY | $3.8M | 122,411 | +3,182 shares |
| LPL Financial LLC | Fort Mill, SC | $3.6M | 115,901 | +2,205 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 SMCO?
21 institutional managers reported holding SMCO in Form 13F filings for June 30, 2026, worth $78.9M in total. The largest reported position was held by Crumly & Associates Inc., at $14.3M.
Did institutions buy or sell SMCO last quarter?
Reported 13F value rose 30.5% from March 31, 2026, which includes price moves as well as buying and selling. 3 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 SMCO 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.