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Thrivent Small-Mid Cap Equity ETF (TSME) Institutional Ownership

$46.60 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Thrivent Small-Mid Cap Equity ETF (NYSEARCA:TSME)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$784.56M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$204.89M
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TSME Institutional Buying and Selling by Quarter

Thrivent Small-Mid Cap Equity ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026 Sunbelt Securities Inc.32,236$1.34M0.1%+70.4%0.156%
5/18/2026 Royal Bank of Canada1,684$70K0.0%-81.5%0.008%
5/14/2026 RMG Wealth Management LLC2,293$95K0.0%N/A0.011%
2/20/2026 Sunbelt Securities Inc.18,920$788K0.1%+18.9%0.094%
2/17/2026 Osaic Holdings Inc.7,709$321K0.0%+4.4%0.038%
2/17/2026 Royal Bank of Canada9,101$379K0.0%+45.8%0.045%
2/16/2026 Clarity Asset Management Inc.236,333$9.84M5.4%-0.1%1.176%
2/13/2026 Stifel Financial Corp76,903$3.20M0.0%+26.5%0.383%
2/12/2026 Commonwealth Equity Services LLC155,508$6.48M0.0%+1.0%0.774%
2/11/2026 Capital Analysts LLC1,340$56K0.0%N/A0.007%
2/11/2026 LPL Financial LLC49,673$2.07M0.0%+305.8%0.247%
2/5/2026 Thrivent Financial for Lutherans5,586,076$232.71M0.4%+22,244.3%27.791%
2/4/2026 Bailard Inc.38,023$1.58M0.0%+1.4%0.189%
2/2/2026 Truist Financial Corp15,776$657K0.0%+67.3%0.078%
1/21/2026 Apella Capital LLC5,107$213K0.0%N/A0.026%
1/16/2026 Aspire Capital Advisors LLC114,921$4.79M1.1%+5.6%0.572%
1/5/2026 Legacy Wealth Management LLC MS15,109$629K0.2%+20.6%0.076%
11/19/2025 Sunbelt Securities Inc.15,918$660K0.0%+49.6%0.100%
11/17/2025 Susquehanna International Group LLP12,470$517K0.0%N/A0.078%
11/17/2025 Citadel Advisors LLC9,302$386K0.0%N/A0.059%
11/6/2025 Aspire Capital Advisors LLC108,859$4.52M1.1%N/A0.685%
11/5/2025 Envestnet Asset Management Inc.4,398,789$182.51M0.1%+108.0%28.197%
11/4/2025 Thrivent Financial for Lutherans25,000$1.04M0.0%-99.5%0.160%
11/3/2025 Truist Financial Corp9,429$391K0.0%N/A0.060%
10/30/2025 Bailard Inc.37,482$1.56M0.0%-5.0%0.239%
10/27/2025 Clarity Asset Management Inc.236,639$9.82M5.5%-1.9%1.498%
10/23/2025 Legacy Wealth Management LLC MS12,529$520K0.2%+79.8%0.080%
10/22/2025 Geneos Wealth Management Inc.1,710$71K0.0%N/A0.011%
10/22/2025 Commonwealth Equity Services LLC153,943$6.39M0.0%+22.0%0.981%
8/26/2025 Thrivent Financial for Lutherans4,944,956$184.79M0.4%+42,124.9%38.333%
8/14/2025 Jane Street Group LLC8,426$315K0.0%+5.2%0.065%
8/14/2025 Raymond James Financial Inc.937$35K0.0%N/A0.007%
8/14/2025 Clarity Asset Management Inc.241,184$9.01M5.4%-1.1%1.870%
8/11/2025 Thrivent Financial for Lutherans4,944,956$184.79M2.2%+42,124.9%39.017%
8/8/2025 Bailard Inc.39,451$1.47M0.0%-4.6%0.311%
8/1/2025 Envestnet Asset Management Inc.2,114,931$79.04M0.0%+5,493.9%16.687%
7/1/2025 Legacy Wealth Management LLC MS6,967$260K0.1%N/A0.055%
5/19/2025Jane Street Group LLC8,010$267K0.0%N/A0.065%
5/15/2025Clarity Asset Management Inc.243,918$8.12M5.2%+10,422.8%1.965%
5/2/2025Bailard Inc.41,352$1.38M0.0%-3.3%0.365%
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4/29/2025Envestnet Asset Management Inc.37,808$1.26M0.0%+141.1%0.333%
4/25/2025Trademark Financial Management LLC29,368$978K0.7%-4.8%0.259%
4/22/2025Cambridge Investment Research Advisors Inc.85,857$2.86M0.0%+4.3%0.757%
2/18/2025Sunbelt Securities Inc.10,638$390K0.0%+786.5%0.236%
2/17/2025Clarity Asset Management Inc.2,318$85K0.1%N/A0.052%
2/14/2025Stifel Financial Corp56,000$2.05M0.0%N/A1.244%
2/14/2025Concourse Financial Group Securities Inc.2,613$102K0.0%+187.5%0.058%
2/13/2025Envestnet Asset Management Inc.15,683$575K0.0%N/A0.349%
2/10/2025Thrivent Financial for Lutherans2,606,925$95.58M0.2%+40.0%57.932%
2/10/2025Commonwealth Equity Services LLC108,858$3.99M0.0%+9.0%2.419%
2/5/2025Bailard Inc.42,782$1.57M0.0%+1.2%0.951%
1/30/2025Trademark Financial Management LLC30,849$1.13M0.9%N/A0.686%
1/24/2025Spire Wealth Management1,500$55K0.0%N/A0.033%
11/18/2024Sunbelt Securities Inc.1,200$44K0.0%N/A0.027%
11/7/2024Thrivent Financial for Lutherans1,861,997$68.19M0.1%+5.4%41.378%
8/13/2024Thrivent Financial for Lutherans1,766,457$59.25M0.1%-10.4%39.255%
7/31/2024Commonwealth Equity Services LLC72,842$2.44M0.0%+786.4%1.619%
7/26/2024Cambridge Investment Research Advisors Inc.54,075$1.81M0.0%+28.0%1.202%
7/26/2024Bailard Inc.41,355$1.39M0.0%+0.7%0.919%
7/23/2024Concourse Financial Group Securities Inc.909$30K0.0%N/A0.020%
2/9/2024Cambridge Investment Research Advisors Inc.42,211$1.31M0.0%+47.1%0.879%
2/2/2024Bailard Inc.40,611$1.26M0.0%+25.6%0.846%
10/24/2023Bailard Inc.32,345$900K0.0%N/A0.674%
10/24/2023Cambridge Investment Research Advisors Inc.28,702$799K0.0%+8.4%0.598%
10/23/2023Commonwealth Equity Services LLC10,722$298K0.0%-29.4%0.223%
8/14/2023Thrivent Financial for Lutherans3,992,320$116.29M0.3%+5.4%83.173%
7/13/2023Cambridge Investment Research Advisors Inc.26,475$771K0.0%+5.8%0.556%
2/8/2023Thrivent Financial for Lutherans2,399,242$63.30M0.2%N/A74.976%
2/8/2023Cambridge Investment Research Advisors Inc.19,653$518K0.0%N/A0.614%


TSME Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of Thrivent Small-Mid Cap Equity ETF. The most heavily invested institutionals were Thrivent Financial for Lutherans ($232.71M), Envestnet Asset Management Inc. ($182.51M), Clarity Asset Management Inc. ($9.84M), Commonwealth Equity Services LLC ($6.48M), Aspire Capital Advisors LLC ($4.79M), Stifel Financial Corp ($3.20M), and Cambridge Investment Research Advisors Inc. ($2.86M).Learn more on Thrivent Small-Mid Cap Equity ETF's institutional investors.

Of the 25 institutional investors that purchased Thrivent Small-Mid Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Thrivent Financial for Lutherans ($16.27M), Envestnet Asset Management Inc. ($4.40M), Clarity Asset Management Inc. ($243.92K), Aspire Capital Advisors LLC ($114.92K), Commonwealth Equity Services LLC ($102.89K), Stifel Financial Corp ($72.12K), and LPL Financial LLC ($37.43K).

Institutional investors have bought a total of 20,076,109 shares in the last 24 months. This purchase volume represents approximately $784.56M in transactions.

The following institutional investors have sold Thrivent Small-Mid Cap Equity ETF stock in the last 24 months: Thrivent Financial for Lutherans ($4.92M), Clarity Asset Management Inc. ($7.59K), Royal Bank of Canada ($7.42K), and Bailard Inc. ($3.87K).

Institutional investors have sold a total of 4,938,828 shares in the last 24 months. This volume of shares sold represents approximately $204.89M in transactions.


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This page (NYSEARCA:TSME) was last updated on 5/26/2026 by MarketBeat.com Staff.
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