ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership $25.56 +0.07 (+0.27%) As of 01/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnership Institutional Ownership Changes (13F Filings) for ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)Number ofInstitutional Buyers(last 12 months)18TotalInstitutional Inflows(last 12 months)$871.51MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$4.34M Get SMTH Insider Trade Alerts Want to know when executives and insiders are buying or selling ALPS | Smith Core Plus Bond 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 SMTH Institutional Buying and Selling by Quarter ALPS | Smith Core Plus Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/16/2025 Annex Advisory Services LLC2,966,770$75.71M2.3%+81.9%10.749% 1/15/2025 Fermata Advisors LLC79,839$2.04M0.4%-9.4%0.289% 1/15/2025 Guardian Financial Partners LLC402,471$10.27M6.1%+4.1%1.458% 1/10/2025 Wealth Enhancement Advisory Services LLC26,875,912$710.60M1.5%+0.0%97.376% 1/2/2025 Old Port Advisors33,163$846K0.2%N/A0.120% 11/25/2024World Investment Advisors LLC265,971$7.03M0.2%+0.7%0.964% 11/20/2024Advisory Resource Group608,923$16.10M3.4%-1.3%2.206% 11/15/2024Jane Street Group LLC62,772$1.66M0.0%+105.8%0.227% 11/15/2024Integrated Wealth Concepts LLC358,251$9.47M0.1%+4.4%1.298% 11/14/2024Flow Traders U.S. LLC37,619$995K0.1%N/A0.136% Get the Latest News and Ratings for SMTH and Related StocksEnter your email address below to receive the latest news and analysts' ratings for ALPS | Smith Core Plus Bond ETF and its competitors with MarketBeat's FREE daily newsletter. 11/5/2024Apollon Wealth Management LLC27,351$723K0.0%N/A0.099% 11/1/2024Assetmark Inc.2,272$60K0.0%N/A0.008% 10/24/2024 Wealth Enhancement Advisory Services LLC26,862,866$710.25M1.5%+20.7%97.329% 10/24/2024 NorthCrest Asset Manangement LLC34,512$912K0.0%+67.6%0.125% 10/18/2024Stratos Investment Management LLC1,969,650$52.08M3.6%+9.0%7.136% 10/10/2024 Annex Advisory Services LLC1,631,326$43.13M1.4%+47.9%5.911% 10/9/2024 Fermata Advisors LLC88,089$2.33M0.5%-1.8%0.319% 8/6/2024Adapt Wealth Advisors LLC166,174$4.23M2.7%N/A0.602% 7/31/2024Commonwealth Equity Services LLC39,894$1.02M0.0%+6.9%0.145% 7/25/2024POM Investment Strategies LLC1,189$30K0.0%N/A0.004% 7/24/2024Advisory Resource Group617,097$15.71M3.5%-12.5%2.236% 7/16/2024 NorthCrest Asset Manangement LLC20,595$524K0.0%N/A0.075% 7/16/2024 Wealth Enhancement Advisory Services LLC22,255,273$566.62M1.3%+11.7%80.635% 7/15/2024 Guardian Financial Partners LLC370,199$9.43M6.3%+1.2%1.341% 7/13/2024 Fermata Advisors LLC89,749$2.29M0.5%+8.4%0.325% 7/12/2024 Annex Advisory Services LLC1,103,025$28.08M1.0%+14.7%3.996% 5/17/2024Advisory Resource Group704,991$18.09M4.2%-8.3%2.554% 4/27/2024 Guardian Financial Partners LLC365,818$9.39M6.4%N/A1.383% 4/25/2024Triumph Capital Management23,652$604K0.2%N/A0.089% 4/23/2024Principle Wealth Partners LLC1,278,274$32.81M2.6%+2.1%0.000% 4/16/2024 Wealth Enhancement Advisory Services LLC19,926,994$511.43M1.3%N/A0.000% 4/12/2024 Fermata Advisors LLC82,817$2.13M0.5%N/A0.000% 4/12/2024 Annex Advisory Services LLC961,611$24.68M0.9%N/A0.000% 2/5/2024Principle Wealth Partners LLC1,252,341$32.55M2.8%N/A0.000% 1/24/2024Stratos Investment Management LLC1,648,434$42.84M5.1%N/A0.000% (Data available from 1/1/2016 forward) SMTH Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SMTH shares? During the previous two years, 19 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 ($710.60M), Annex Advisory Services LLC ($75.71M), Stratos Investment Management LLC ($52.08M), Principle Wealth Partners LLC ($32.81M), Advisory Resource Group ($16.10M), Guardian Financial Partners LLC ($10.27M), and Integrated Wealth Concepts LLC ($9.47M).Learn more on SMTH's institutional investors. Which institutional investors have been buying ALPS | Smith Core Plus Bond ETF stock? Of the 18 institutional investors that purchased ALPS | Smith Core Plus Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wealth Enhancement Advisory Services LLC ($26.88M), Annex Advisory Services LLC ($2.97M), Stratos Investment Management LLC ($1.81M), Principle Wealth Partners LLC ($1.28M), Guardian Financial Partners LLC ($385.87K), Adapt Wealth Advisors LLC ($166.17K), and Fermata Advisors LLC ($89.75K). How much institutional buying is happening at ALPS | Smith Core Plus Bond ETF? Institutional investors have bought a total of 33,785,812 shares in the last 24 months. This purchase volume represents approximately $871.51M in transactions. Which ALPS | Smith Core Plus Bond ETF major shareholders have been selling company stock? The following institutional investors have sold ALPS | Smith Core Plus Bond ETF stock in the last 24 months: Advisory Resource Group ($159.70K), and Fermata Advisors LLC ($9.91K). How much institutional selling is happening at ALPS | Smith Core Plus Bond ETF? Institutional investors have sold a total of 169,606 shares in the last 24 months. This volume of shares sold represents approximately $4.34M in transactions. 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