Inst. Holders
30 funds
SM
SMTH
ALPS ETF TR
$24.52 ▼ -0.22%
Prev close $24.584 New Institutional Positions
Snapshot
The big-picture read on SMTH right now — valuation, ownership and activity at a glance.
Inst. Value
$1.4B
Inst. Activity
4 buys / 2 sells
Price chart 30d -2.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Dark Pool: SMTH — 0.1M shares, 432 trades
Week starting 2026-09-07. Total ATS volume: 115,243 shares across 432 trades.
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — DOUBLED
1,441,110 shares ($37.1M)
Jun 30, 2026 Inst.
JPMORGAN CHASE & CO — ADD
56,672 shares ($1.5M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: SMTH — 0.1M shares, 432 trades
Week starting 2026-09-07. Total ATS volume: 115,243 shares across 432 trades.
Aug 31, 2026
dark_pool
Dark Pool: SMTH — 0.1M shares, 834 trades
Week starting 2026-08-31. Total ATS volume: 137,672 shares across 834 trades.
Aug 24, 2026
dark_pool
Dark Pool: SMTH — 0.2M shares, 947 trades
Week starting 2026-08-24. Total ATS volume: 153,193 shares across 947 trades.
Aug 17, 2026
dark_pool
Dark Pool: SMTH — 0.2M shares, 1,333 trades
Week starting 2026-08-17. Total ATS volume: 186,783 shares across 1,333 trades.
Aug 10, 2026
dark_pool
Dark Pool: SMTH — 0.1M shares, 1,032 trades
Week starting 2026-08-10. Total ATS volume: 126,776 shares across 1,032 trades.
Institutional ownership
Which big funds own SMTH (from quarterly 13F filings) and who is adding or trimming.
30 institutional holders with $1.4B total value (54,349,516 shares) as of 2026-Q2. Top holders: WEALTH, Bank, BANK. Net buying activity: 4 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 49,724,983 | $1.3B | 91.4% | ADD +44.5% |
| Bank of New York Mellon Corp | 2,257,775 | $58.1M | 4.2% | NEW |
| BANK OF AMERICA CORP /DE/ | 1,441,110 | $37.1M | 2.7% | DOUBLED +1140.2% |
| RAYMOND JAMES FINANCIAL INC | 159,183 | $4.1M | 0.3% | — |
| LPL Financial LLC | 131,627 | $3.4M | 0.2% | ADD +41.7% |
| ALPS ADVISORS INC | 131,117 | $3.4M | 0.2% | — |
| CITADEL ADVISORS LLC | 96,686 | $2.5M | 0.2% | DOUBLED +239.0% |
| Tidal Investments LLC | 66,900 | $1.7M | 0.1% | ADD +47.1% |
| JPMORGAN CHASE & CO | 56,672 | $1.5M | 0.1% | ADD +42.6% |
| WELLS FARGO & COMPANY/MN | 34,679 | $892.6K | 0.1% | TRIM -46.7% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | DOUBLED | 116,201 | 1,441,110 | +1140.2% | $37.1M |
| JPMORGAN CHASE & CO | ADD | 39,733 | 56,672 | +42.6% | $1.5M |
| WELLS FARGO & COMPANY/MN | TRIM | 65,017 | 34,679 | -46.7% | $892.6K |
| Concurrent Investment Advisors, LLC | ADD | 15,187 | 24,278 | +59.9% | $624.9K |
| Quantinno Capital Management LP | DOUBLED | 8,019 | 16,142 | +101.3% | $415.5K |
| ASSETMARK, INC | TRIM | 96 | 56 | -41.7% | $1.4K |
| LPL Financial LLC | ADD | 95,359 | 135,082 | +41.7% | $3.5M |
| Tidal Investments LLC | ADD | 41,391 | 60,870 | +47.1% | $1.6M |
| JANE STREET GROUP, LLC | DOUBLED | 8,347 | 23,917 | +186.5% | $616.0K |
| OSAIC HOLDINGS, INC. | ADD | 16,647 | 23,163 | +39.1% | $596.6K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SMTH.
Shares short
6,609,351
Settlement Sep 15, 2026
Change vs prior
+2020.9%
Semi-monthly cycle
Days to cover
2.2
At avg daily volume