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ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership

ALPS | Smith Core Plus Bond ETF logo
$25.40 -0.05 (-0.20%)
As of 08/14/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$661.27M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$30.79M
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SMTH Institutional Buying and Selling by Quarter

ALPS | Smith Core Plus Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Annex Advisory Services LLC9,237,012$237.76M4.1%+14.6%8.069%
7/10/2026 G&S Capital LLC28,910$744K0.2%-25.5%0.025%
7/9/2026 Tenzing Financial LLC291,152$7.49M5.1%-0.6%0.254%
7/7/2026 Fermata Advisors LLC80,196$2.06M0.4%-2.6%0.070%
7/6/2026 Trilogy Capital Inc.4,184,387$107.71M4.2%+115.3%3.667%
6/25/2026 Hamilton Wealth LLC1,326,629$34.17M6.5%-0.8%1.285%
5/19/2026Bank of America Corp DE116,201$2.99M0.0%N/A0.113%
5/19/2026 Hamilton Wealth LLC2,653,258$68.34M4.8%+98.4%2.570%
5/16/2026 Quantinno Capital Management LP8,019$207K0.0%N/A0.008%
5/8/2026 Johnson Financial Group Inc.2,087$54K0.0%N/A0.002%
5/6/2026 Gallacher Capital Management LLC379,430$9.77M3.7%+1.3%0.368%
5/5/2026 Bank of New York Mellon Corp2,208,173$56.87M0.0%+3.2%2.139%
5/5/2026 Ethos Financial Group LLC298,441$7.66M0.6%+9.2%0.289%
5/1/2026 Fifth Third Bancorp7,486$193K0.0%N/A0.007%
4/30/2026 Kestra Advisory Services LLC16,191$417K0.0%-2.4%0.016%
4/28/2026 Nixon Peabody Trust Co.289,257$7.45M0.6%+4.3%0.284%
4/27/2026World Investment Advisors436,043$11.23M0.2%+10.4%0.429%
4/27/2026 Prasad Wealth Partners LLC399,373$10.29M2.8%+3.2%0.393%
4/23/2026 Riverbend Wealth Management LLC194,177$5.00M2.9%+14.5%0.191%
4/22/2026 Trilogy Capital Inc.1,943,212$50.05M2.2%+19.8%1.913%
4/17/2026 Signal Advisors Wealth LLC56,677$1.46M0.1%N/A0.056%
3/17/2026 Rockefeller Capital Management L.P.9,994$261K0.0%-7.9%0.011%
3/13/2026World Investment Advisors394,821$10.29M0.2%+6.7%0.417%
2/19/2026 Hamilton Wealth LLC1,337,496$34.87M6.6%+5.2%1.412%
2/18/2026Coastal Bridge Advisors LLC23,967$625K0.0%+13.7%0.025%
2/17/2026AQR Capital Management LLC7,674$200K0.0%-43.7%0.008%
2/17/2026Osaic Holdings Inc.16,647$434K0.0%+84.4%0.018%
2/16/2026Sovereign Investment Advisors LLC349,695$9.12M2.3%-9.3%0.369%
2/16/2026 Tenzing Financial LLC246,721$6.43M5.2%N/A0.260%
2/16/2026 Arax Advisory Partners18,378$479K0.0%N/A0.019%
2/13/2026 Kestra Advisory Services LLC16,589$432K0.0%+6.8%0.018%
2/13/2026Wells Fargo & Company MN53,317$1.39M0.0%-14.0%0.056%
2/13/2026 Summit Financial LLC16,950$442K0.0%-26.7%0.018%
2/12/2026Jane Street Group LLC8,347$218K0.0%N/A0.009%
2/12/2026 Triumph Capital Management37,505$978K0.2%-9.6%0.040%
2/12/2026 Commonwealth Equity Services LLC22,422$585K0.0%+7.6%0.024%
2/12/2026 SBE LLC DBA Cedar Cove Wealth Partners204,501$5.33M2.8%N/A0.216%
2/12/2026 Alps Advisors Inc.147,517$3.85M0.0%-8.6%0.156%
2/11/2026 LPL Financial LLC95,359$2.49M0.0%+13.5%0.101%
2/11/2026 Arsenal Capital Advisors LLC77,556$2.02M1.4%N/A0.082%
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2/11/2026 Vise Technologies Inc.464,880$12.12M0.4%+110.2%0.491%
2/10/2026 Bank of New York Mellon Corp2,138,991$55.76M0.0%+1.7%2.258%
2/10/2026 Northwestern Mutual Wealth Management Co.2,941$77K0.0%N/A0.003%
2/6/2026 Nixon Peabody Trust Co.277,317$7.23M0.5%+13.5%0.293%
2/6/2026 Principle Wealth Partners LLC710,938$18.53M1.0%-7.2%0.750%
2/6/2026 Signature Estate & Investment Advisors LLC19,695$513K0.0%-21.3%0.021%
2/5/2026Thrivent Financial for Lutherans1,259,837$32.89M0.1%+81.4%1.330%
2/4/2026World Investment Advisors394,821$10.29M0.2%+6.7%0.418%
2/4/2026 Meridian Wealth Management LLC832,218$21.70M0.8%N/A0.880%
2/3/2026 Crestwood Advisors Group LLC77,075$2.01M0.0%+59.1%0.082%
2/3/2026 Gallacher Capital Management LLC374,399$9.76M3.8%+8.8%0.396%
1/30/2026 Boyer Financial Services Inc.57,606$1.50M1.6%N/A0.061%
1/29/2026Comerica Bank7,486$195K0.0%+6.5%0.008%
1/29/2026 Traction Financial Partners LLC806,689$21.03M12.5%+4.3%0.875%
1/29/2026 Riverbend Wealth Management LLC169,593$4.42M2.7%+7.1%0.184%
1/29/2026 Concurrent Investment Advisors LLC11,611$303K0.0%N/A0.013%
1/28/2026 Spectrum Investment Advisors Inc.180,617$4.71M2.4%+1.7%0.196%
1/28/2026 G&S Capital LLC40,832$1.06M0.4%+44.2%0.044%
1/27/2026 Prasad Wealth Partners LLC387,020$10.09M2.7%-16.2%0.420%
1/27/2026 Wealth Enhancement Trust Services Inc.26,835$700K0.1%N/A0.029%
1/26/2026 Annex Advisory Services LLC6,974,911$181.84M3.5%+27.9%7.594%
1/23/2026 Curbstone Financial Management Corp21,366$557K0.1%N/A0.023%
1/22/2026 Trilogy Capital Inc.1,621,551$42.27M1.9%N/A1.765%
1/20/2026 Ethos Financial Group LLC273,327$7.13M0.5%+4.4%0.298%
1/20/2026 Stratos Wealth Partners LTD.18,258$476K0.0%+56.2%0.020%
1/20/2026 Stratos Investment Management LLC3,259,817$84.98M3.4%+1.7%3.560%
1/16/2026 Legacy Capital Wealth Partners LLC33,627$877K0.2%-3.6%0.037%
1/14/2026 Lineweaver Wealth Advisors LLC1,383,903$36.08M4.9%+4.6%1.523%
1/14/2026 Guardian Financial Partners LLC450,621$11.75M5.0%-1.8%0.496%
1/12/2026 Sentinel Pension Advisors LLC386,669$10.08M1.5%+13.4%0.425%
1/8/2026 Wealth Enhancement Advisory Services LLC55,466,105$1.45B2.0%+12.4%61.309%
1/8/2026 NorthCrest Asset Manangement LLC481,656$12.57M0.3%+36.7%0.532%
1/8/2026 Old Port Advisors339,388$8.85M2.2%+13.2%0.375%
1/8/2026 Fermata Advisors LLC82,575$2.15M0.5%-0.5%0.091%
1/1/2026 JPMorgan Chase & Co.21,914$573K0.0%+89.6%0.026%
11/17/2025First Foundation Advisors163,303$4.27M0.2%+132.7%0.194%
11/17/2025 Triumph Capital Management41,490$1.09M0.3%-2.2%0.049%
11/17/2025 Hamilton Wealth LLC1,271,761$33.27M6.9%+12.1%1.513%
11/17/2025Citadel Advisors LLC180,660$4.73M0.0%+239.0%0.215%
11/14/2025Raymond James Financial Inc.132,454$3.47M0.0%+5.6%0.158%
11/13/2025 Vise Technologies Inc.221,165$5.79M0.2%-66.2%0.263%
11/12/2025 Level Four Advisory Services LLC1,304,256$34.12M1.2%+2.6%1.551%
11/10/2025MAI Capital Management3,216$84K0.0%N/A0.004%
11/10/2025 Adapt Wealth Advisors LLC672,551$17.59M6.5%+10.1%0.800%
11/7/2025 Crestwood Advisors Group LLC48,432$1.27M0.0%+291.1%0.058%
11/7/2025 JPMorgan Chase & Co.21,914$573K0.0%+89.6%0.026%
11/6/2025 Stratos Wealth Partners LTD.11,687$306K0.0%-71.7%0.014%
11/6/2025 Stratos Investment Management LLC3,206,014$83.87M3.5%-2.5%3.814%
11/6/2025 Spectrum Investment Advisors Inc.177,536$4.64M2.7%+0.2%0.211%
11/5/2025 Signature Estate & Investment Advisors LLC25,026$655K0.0%N/A0.030%
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11/5/2025 Alps Advisors Inc.161,357$4.22M0.0%+9.1%0.192%
11/5/2025 Prasad Wealth Partners LLC461,659$12.08M3.4%+15.9%0.550%
11/5/2025 Gallacher Capital Management LLC343,986$9.00M3.6%+1.9%0.410%
11/4/2025Thrivent Financial for Lutherans694,548$18.17M0.0%+72.6%0.828%
11/3/2025GPS Wealth Strategies Group LLC1,720$45K0.0%-49.0%0.002%
11/3/2025 Principle Wealth Partners LLC766,311$20.05M1.2%-2.4%0.914%
10/29/2025 NorthCrest Asset Manangement LLC352,342$9.22M0.2%+19.1%0.424%
10/29/2025 Wealth Enhancement Advisory Services LLC49,333,372$1.29B2.0%+12.9%59.331%
10/23/2025 G&S Capital LLC28,307$741K0.3%+20.1%0.034%
10/23/2025 Ethos Financial Group LLC261,715$6.85M0.5%+12.8%0.316%


SMTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 85 institutional investors and hedge funds held shares of ALPS | Smith Core Plus Bond ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($1.45B), Annex Advisory Services LLC ($237.76M), Shufro Rose & Co. LLC ($117.62M), Trilogy Capital Inc. ($107.71M), Stratos Investment Management LLC ($84.98M), Bank of New York Mellon Corp ($56.87M), and Lineweaver Wealth Advisors LLC ($36.08M).Learn more on ALPS | Smith Core Plus Bond ETF's institutional investors.

Of the 79 institutional investors that purchased ALPS | Smith Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($33.22M), Annex Advisory Services LLC ($7.05M), Shufro Rose & Co. LLC ($4.54M), Trilogy Capital Inc. ($4.18M), Bank of New York Mellon Corp ($2.04M), Thrivent Financial for Lutherans ($1.60M), and Stratos Investment Management LLC ($1.55M).

Institutional investors have bought a total of 25,411,714 shares in the last 24 months. This purchase volume represents approximately $661.27M in transactions.

Of the 22 institutional investors that sold ALPS | Smith Core Plus Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Vise Technologies Inc. ($432.50K), Advisory Resource Group ($364.09K), Stratos Investment Management LLC ($82.78K), Prasad Wealth Partners LLC ($74.64K), Principle Wealth Partners LLC ($74.31K), Sovereign Investment Advisors LLC ($35.84K), and Stratos Wealth Partners LTD. ($29.59K).

Institutional investors have sold a total of 1,178,081 shares in the last 24 months. This volume of shares sold represents approximately $30.79M in transactions.


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