Who owns SMCP?
SMART Mid Cap ETF · SMART
1 institutions reported holding SMCP, worth $3.5M, in Form 13F filings for June 30, 2026.
Top 1 institutional holders of SMCP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| SMART Wealth LLC | Omaha, NE | $3.5M | 139,030 | New position |
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 SMCP?
1 institutional managers reported holding SMCP in Form 13F filings for June 30, 2026, worth $3.5M in total. The largest reported position was held by SMART Wealth LLC, at $3.5M.
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 SMCP 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.