ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership $25.48 -0.04 (-0.16%) (As of 12/20/2024 04:33 PM ET) 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)17TotalInstitutional Inflows(last 12 months)$835.85MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$4.13M 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 Ad Crypto 101 MediaTrump’s Sending THIS Crypto Higher on PurposeDiscover the coin set to explode before 2025! Trump could trigger THIS crypto coin… YES, I WANT THE #1 CRYPTO NOW ALPS | Smith Core Plus Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/25/2024 World Investment Advisors LLC265,971$7.03M0.2%+0.7%0.964% 11/20/2024 Advisory Resource Group608,923$16.10M3.4%-1.3%2.206% 11/15/2024 Jane Street Group LLC62,772$1.66M0.0%+105.8%0.227% 11/15/2024 Integrated Wealth Concepts LLC358,251$9.47M0.1%+4.4%1.298% 11/14/2024 Flow Traders U.S. LLC37,619$995K0.1%N/A0.136% 11/5/2024 Apollon Wealth Management LLC27,351$723K0.0%N/A0.099% 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. 11/1/2024 Assetmark 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% 8/6/2024 Adapt 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% 7/24/2024 Advisory 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% 5/17/2024 Advisory 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% 4/23/2024 Principle 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% 2/5/2024 Principle 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, 18 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 ($710.25M), Stratos Investment Management LLC ($52.08M), Annex Advisory Services LLC ($43.13M), Principle Wealth Partners LLC ($32.81M), Advisory Resource Group ($16.10M), Integrated Wealth Concepts LLC ($9.47M), and Guardian Financial Partners LLC ($9.43M).Learn more on SMTH's institutional investors. Which institutional investors have been buying ALPS | Smith Core Plus Bond ETF stock? Of the 17 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 ($26.86M), Stratos Investment Management LLC ($1.81M), Annex Advisory Services LLC ($1.63M), Principle Wealth Partners LLC ($1.28M), Guardian Financial Partners LLC ($370.20K), 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 32,388,492 shares in the last 24 months. This purchase volume represents approximately $835.85M 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 ($1.66K). How much institutional selling is happening at ALPS | Smith Core Plus Bond ETF? Institutional investors have sold a total of 161,356 shares in the last 24 months. This volume of shares sold represents approximately $4.13M in transactions. Related Companies Capital Group Core Bond ETF Institutional Ownership Invesco Total Return Bond ETF Institutional Ownership ActivePassive Core Bond ETF Institutional Ownership Capital Group U.S. Multi-Sector Income ETF Institutional Ownership Hartford Total Return Bond ETF Institutional Ownership AB Tax-Aware Short Duration Municipal ETF Institutional Ownership Columbia Diversified Fixed Income Allocation ETF Institutional Ownership DoubleLine Opportunistic Bond ETF Institutional Ownership Vanguard Core-Plus Bond ETF Institutional Ownership Touchstone Strategic Income Opportunities ETF Institutional Ownership This page (NYSEARCA:SMTH) was last updated on 12/22/2024 by MarketBeat.com Staff From Our PartnersWARNING: “Buffett Indicator” flashing for first time in 50 yearsWarren Buffett has sold a staggering $97 billion worth of stocks this year... But why? 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