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Hilton Small-MidCap Opportunity ETF (SMCO) Institutional Ownership

Hilton Small-MidCap Opportunity ETF logo
$28.08 0.00 (0.00%)
Closing price 03:52 PM Eastern
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$28.08 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for Hilton Small-MidCap Opportunity ETF (NASDAQ:SMCO)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$25.89M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$337.10K
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SMCO Institutional Buying and Selling by Quarter

Hilton Small-MidCap Opportunity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2026Crumly & Associates Inc.527,483$14.48M2.6%+14.3%10.944%
9/23/2026Envestnet Asset Management Inc.498,944$15.47M0.0%+41.9%10.288%
8/27/2026Tucker Asset Management LLC1,807$56K0.0%-16.9%0.038%
8/22/2026ZEGA Investments LLC13,084$406K0.0%N/A0.273%
7/10/2026Fulton Bank N.A.228,516$7.08M0.2%+54.6%4.914%
7/9/2026Crumly & Associates Inc.461,501$14.31M2.7%+2.6%9.925%
5/1/2026Fifth Third Bancorp2,038$55K0.0%N/A0.047%
4/24/2026Fulton Bank N.A.147,832$4.02M0.1%+10.7%3.398%
4/22/2026Janney Montgomery Scott LLC78,019$2.12M0.0%N/A1.794%
2/17/2026Osaic Holdings Inc.63,870$1.71M0.0%+31.6%1.228%
2/17/2026&PARTNERS188,877$5.06M0.0%+27.7%3.632%
2/13/2026Visionary Wealth Advisors137,471$3.69M0.2%-7.1%2.644%
2/12/2026Hilton Capital Management LLC227,896$6.11M0.5%N/A4.383%
2/12/2026Commonwealth Equity Services LLC16,997$456K0.0%-8.8%0.327%
2/11/2026LPL Financial LLC32,176$862K0.0%N/A0.619%
1/14/2026Crumly & Associates Inc.506,124$13.57M2.8%+1.1%9.983%
1/8/2026Fulton Bank N.A.133,503$3.58M0.1%+24.7%2.654%
11/5/2025Envestnet Asset Management Inc.106,337$2.87M0.0%+459.8%2.287%
11/3/2025Crumly & Associates Inc.500,765$13.49M3.0%+13.1%10.769%
10/23/2025Benjamin Edwards Inc.22,371$603K0.0%+28.2%0.481%
10/21/2025Fulton Bank N.A.107,076$2.89M0.1%+11.9%2.303%


SMCO Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 institutional investors and hedge funds held shares of Hilton Small-MidCap Opportunity ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($15.47M), Crumly & Associates Inc. ($14.48M), Fulton Bank N.A. ($7.08M), Hilton Capital Management LLC ($6.11M), &PARTNERS ($5.06M), Visionary Wealth Advisors ($3.69M), and Janney Montgomery Scott LLC ($2.12M).Learn more on Hilton Small-MidCap Opportunity ETF's institutional investors.

Of the 11 institutional investors that purchased Hilton Small-MidCap Opportunity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($234.58K), Hilton Capital Management LLC ($227.90K), Crumly & Associates Inc. ($141.09K), Fulton Bank N.A. ($132.83K), Janney Montgomery Scott LLC ($78.02K), &PARTNERS ($40.96K), and LPL Financial LLC ($32.18K).

Institutional investors have bought a total of 922,937 shares in the last 24 months. This purchase volume represents approximately $25.89M in transactions.

The following institutional investors have sold Hilton Small-MidCap Opportunity ETF stock in the last 24 months: Visionary Wealth Advisors ($10.52K), Commonwealth Equity Services LLC ($1.64K), and Tucker Asset Management LLC ($367.00).

Institutional investors have sold a total of 12,521 shares in the last 24 months. This volume of shares sold represents approximately $337.10K in transactions.


Related Companies

Institutional ownership data for NASDAQ:SMCO is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/7/2026. New 13F filings are added each quarter as they're published.
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