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Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) Institutional Ownership

$31.49 +0.36 (+1.16%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Bahl & Gaynor Small/Mid Cap Income Growth ETF (NYSEARCA:SMIG)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$9.78M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$81.18K
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SMIG Institutional Buying and Selling by Quarter

Bahl & Gaynor Small/Mid Cap Income Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp140,618$4.13M0.0%N/A0.328%
4/22/2026 Janney Montgomery Scott LLC13,551$398K0.0%-17.0%0.032%
2/18/2026 Wealth Intelligence LLC79,570$2.29M1.1%N/A0.200%
2/16/2026Cornerstone Financial Management LLC2,800$81K0.1%N/A0.007%
2/13/2026Arkadios Wealth Advisors7,555$218K0.0%N/A0.019%
2/11/2026 Janney Montgomery Scott LLC16,317$470K0.0%+19.4%0.041%
2/11/2026JPMorgan Chase & Co.152,832$4.40M0.0%+4.2%0.384%
2/11/2026Parallel Advisors LLC950$27K0.0%N/A0.002%
1/23/2026Transcend Capital Advisors LLC46,460$1.34M0.1%N/A0.118%
1/1/2026JPMorgan Chase & Co.146,686$4.35M0.0%+12.5%0.368%
11/7/2025JPMorgan Chase & Co.146,686$4.35M0.0%+12.5%0.368%
8/14/2025 Heritage Wealth Management Inc.85,820$2.48M0.8%+5.1%0.221%
8/12/2025JPMorgan Chase & Co.130,439$3.76M0.0%+6.8%0.337%
7/17/2025 Janney Montgomery Scott LLC12,516$361K0.0%+50.0%0.033%
4/29/2025Heritage Wealth Management Inc.81,620$2.33M0.8%+2.5%0.235%
4/24/2025Transcend Capital Advisors LLC49,414$1.41M0.1%+69.3%0.142%
4/17/2025Janney Montgomery Scott LLC8,343$238K0.0%+5.0%0.024%
2/3/2025Transcend Capital Advisors LLC29,183$849K0.1%+88.6%0.174%
1/17/2025Janney Montgomery Scott LLC7,943$231K0.0%N/A0.047%
12/26/2024JPMorgan Chase & Co.108,124$3.16M0.0%+8.7%0.646%
9/9/2024Heritage 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%
4/25/2023Creative Financial Designs Inc. ADV1,938$45K0.0%-89.4%0.021%
2/1/2023Creative Financial Designs Inc. ADV18,306$414K0.1%-35.8%0.248%
11/1/2022Creative Financial Designs Inc. ADV28,532$595K0.1%+3.0%0.476%
10/27/2022US Bancorp DE174,095$3.63M0.0%+293.7%3.002%
8/1/2022Creative Financial Designs Inc. ADV27,690$606K0.1%+1,357.4%0.650%
5/11/2022US Bancorp DE44,225$1.05M0.0%N/A1.357%
4/15/2022Creative Financial Designs Inc. ADV1,900$45K0.0%N/A0.068%


SMIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMIG shares?

During the previous two years, 9 institutional investors and hedge funds held shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($4.40M), Bank of New York Mellon Corp ($4.13M), Heritage Wealth Management Inc. ($2.48M), Wealth Intelligence LLC ($2.29M), Transcend Capital Advisors LLC ($1.34M), Janney Montgomery Scott LLC ($398K), and Arkadios Wealth Advisors ($218K).Learn more on Bahl & Gaynor Small/Mid Cap Income Growth ETF's institutional investors.

Which institutional investors have been buying Bahl & Gaynor Small/Mid Cap Income Growth ETF's stock?

Of the 9 institutional investors that purchased Bahl & Gaynor Small/Mid Cap Income Growth ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of New York Mellon Corp ($140.62K), Heritage Wealth Management Inc. ($80.60K), Transcend Capital Advisors LLC ($80.40K), Wealth Intelligence LLC ($79.57K), JPMorgan Chase & Co. ($55.62K), Janney Montgomery Scott LLC ($15.17K), and Arkadios Wealth Advisors ($7.56K).

How much institutional buying is happening at Bahl & Gaynor Small/Mid Cap Income Growth ETF?

Institutional investors have bought a total of 335,917 shares in the last 24 months. This purchase volume represents approximately $9.78M in transactions.

Which of Bahl & Gaynor Small/Mid Cap Income Growth ETF's major shareholders have been selling company stock?

The following institutional investors have sold Bahl & Gaynor Small/Mid Cap Income Growth ETF stock in the last 24 months: Janney Montgomery Scott LLC ($2.77K).

How much institutional selling is happening at Bahl & Gaynor Small/Mid Cap Income Growth ETF?

Institutional investors have sold a total of 2,766 shares in the last 24 months. This volume of shares sold represents approximately $81.18K in transactions.


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This page (NYSEARCA:SMIG) was last updated on 5/5/2026 by MarketBeat.com Staff.
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