AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) Institutional Ownership $28.05 +0.50 (+1.81%) As of 05/2/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF (NYSEARCA:SMIG)Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$3.48MNumber ofInstitutional Sellers(last 12 months)0 Get SMIG Insider Trade Alerts Want to know when executives and insiders are buying or selling AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data SMIG Institutional Buying and Selling by Quarter AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails4/29/2025 Heritage Wealth Management Inc.81,620$2.33M0.8%+2.5%0.235% 4/24/2025 Transcend Capital Advisors LLC49,414$1.41M0.1%+69.3%0.142% 4/17/2025 Janney Montgomery Scott LLC8,343$238K0.0%+5.0%0.024% 2/3/2025 Transcend Capital Advisors LLC29,183$849K0.1%+88.6%0.174% 1/17/2025 Janney Montgomery Scott LLC7,943$231K0.0%N/A0.047% 12/26/2024JPMorgan Chase & Co.108,124$3.16M0.0%+8.7%0.646% 9/9/2024 Heritage Wealth Management Inc.74,400$1.95M0.7%N/A0.445% 1/24/2024Arkadios Wealth Advisors66,746$1.68M0.1%+4.0%0.599% 10/13/2023Arkadios Wealth Advisors64,181$1.46M0.1%+249.1%0.576% 5/9/2023US Bancorp DE209,963$4.88M0.0%+8.9%2.328% 5/2/2023Arkadios Wealth Advisors18,014$419K0.0%N/A0.200% 4/25/2023 Creative Financial Designs Inc. ADV1,938$45K0.0%-89.4%0.021% 2/1/2023 Creative Financial Designs Inc. ADV18,306$414K0.1%-35.8%0.248% 11/1/2022 Creative Financial Designs Inc. ADV28,532$595K0.1%+3.0%0.476% 10/27/2022US Bancorp DE174,095$3.63M0.0%+293.7%3.002% 8/1/2022 Creative Financial Designs Inc. ADV27,690$606K0.1%+1,357.4%0.650% 5/11/2022US Bancorp DE44,225$1.05M0.0%N/A1.357% 4/15/2022 Creative Financial Designs Inc. ADV1,900$45K0.0%N/A0.068% (Data available from 1/1/2016 forward) SMIG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SMIG shares? During the previous two years, the following institutional investors and hedge funds held shares of AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF shares: US Bancorp DE ($4.88M), JPMorgan Chase & Co. ($3.16M), Heritage Wealth Management Inc. ($2.33M), Arkadios Wealth Advisors ($1.68M), and Transcend Capital Advisors LLC ($1.41M), Janney Montgomery Scott LLC ($238K).Learn more on SMIG's institutional investors. Which institutional investors have been buying AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF stock? The following institutional investors have purchased AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF stock in the last 24 months: Heritage Wealth Management Inc. ($76.40K), Arkadios Wealth Advisors ($48.36K), Transcend Capital Advisors LLC ($33.94K), US Bancorp DE ($17.10K), JPMorgan Chase & Co. ($8.68K), and Janney Montgomery Scott LLC ($8.34K). How much institutional buying is happening at AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF? Institutional investors have bought a total of 192,821 shares in the last 24 months. This purchase volume represents approximately $4.99M in transactions. 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