ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership $25.67 +0.09 (+0.35%) As of 02/21/2025 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)37TotalInstitutional Inflows(last 12 months)$844.68MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$8.47M 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 CompanyDetails2/18/2025 Vise Technologies Inc.28,136$718K0.1%N/A0.102% 2/17/2025 Coastal Bridge Advisors LLC15,084$385K0.1%N/A0.055% 2/17/2025 Citadel Advisors LLC36,283$926K0.0%-43.3%0.131% 2/17/2025 Adapt Wealth Advisors LLC414,451$10.58M5.2%+20.1%1.502% 2/14/2025 Jane Street Group LLC96,849$2.47M0.0%+54.3%0.351% 2/14/2025 Triumph Capital Management75,578$1.93M0.7%+8.2%0.274% 2/14/2025 Comerica Bank3,214$82K0.0%N/A0.012% 2/14/2025 Integrated Wealth Concepts LLC350,990$8.96M0.1%-2.0%1.272% 2/13/2025 First Foundation Advisors25,021$639K0.0%N/A0.091% 2/13/2025 Envestnet Asset Management Inc.34,055$869K0.0%N/A0.123% 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. 2/12/2025 OLD Mission Capital LLC91,182$2.33M0.0%N/A0.330% 2/12/2025 JPMorgan Chase & Co.4,492$115K0.0%N/A0.016% 2/11/2025 LPL Financial LLC35,001$893K0.0%+56.9%0.127% 2/11/2025 Condor Capital Management43,858$1.12M0.1%N/A0.159% 2/11/2025 TAP Consulting LLC8,317$212K0.0%N/A0.030% 2/10/2025 Thrivent Financial for Lutherans340,034$8.68M0.0%N/A1.232% 2/10/2025 Gallacher Capital Management LLC286,678$7.32M3.6%+20.7%1.039% 2/10/2025 Sovereign Investment Advisors LLC376,719$9.61M2.9%+50.2%1.365% 2/10/2025 Commonwealth Equity Services LLC22,309$569K0.0%-28.1%0.081% 2/7/2025 Riverbend Wealth Management LLC106,830$2.73M2.4%N/A0.387% 2/5/2025 Lineweaver Wealth Advisors LLC593,315$15.15M2.8%+2.5%2.150% 2/4/2025 Prasad Wealth Partners LLC487,842$12.45M4.0%N/A1.768% 1/30/2025 Strategic Financial Concepts LLC7,857$201K0.0%N/A0.028% 1/30/2025 Legacy Capital Wealth Partners LLC33,435$853K0.2%N/A0.121% 1/29/2025 Principle Wealth Partners LLC1,082,578$27.63M1.9%-6.5%3.922% 1/28/2025 Advisory Resource Group576,334$14.71M3.1%-5.4%2.088% 1/28/2025 Apollon Wealth Management LLC26,823$685K0.0%-1.9%0.097% 1/28/2025 Spectrum Investment Advisors Inc.161,671$4.13M2.8%N/A0.586% 1/28/2025 Strategic Financial Concepts LLC200,503$51K0.0%N/A0.726% 1/27/2025 Stratos Investment Management LLC1,959,640$50.01M3.0%-0.5%7.100% 1/16/2025 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% 11/25/2024 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% Shocking Elon Move: Bigger than DOGE? (Ad)After saving free speech with his acquisition of Twitter… And after blowing everyone’s minds with his recent DOGE moves… What Elon Musk is about to do next could not only shock the world… But also put an extra $30,000 a year in your pocket.Click here to see the details BEFORE March 17th…11/5/2024 Apollon Wealth Management LLC27,351$723K0.0%N/A0.099% 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% 10/18/2024 Stratos 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% 7/31/2024 Commonwealth Equity Services LLC39,894$1.02M0.0%+6.9%0.145% 7/25/2024 POM 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% 4/25/2024 Triumph 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% 1/24/2024 Stratos 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, 39 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 ($50.01M), Principle Wealth Partners LLC ($27.63M), Lineweaver Wealth Advisors LLC ($15.15M), Advisory Resource Group ($14.71M), and Prasad Wealth Partners LLC ($12.45M).Learn more on SMTH's institutional investors. Which institutional investors have been buying ALPS | Smith Core Plus Bond ETF stock? Of the 37 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), Prasad Wealth Partners LLC ($487.84K), Guardian Financial Partners LLC ($385.87K), and Thrivent Financial for Lutherans ($340.03K). How much institutional buying is happening at ALPS | Smith Core Plus Bond ETF? Institutional investors have bought a total of 35,688,699 shares in the last 24 months. This purchase volume represents approximately $920.07M 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 ($192.29K), Principle Wealth Partners LLC ($75.02K), Citadel Advisors LLC ($27.67K), Stratos Investment Management LLC ($10.01K), Fermata Advisors LLC ($9.91K), Commonwealth Equity Services LLC ($8.73K), and Integrated Wealth Concepts LLC ($7.26K). How much institutional selling is happening at ALPS | Smith Core Plus Bond ETF? Institutional investors have sold a total of 331,412 shares in the last 24 months. This volume of shares sold represents approximately $8.47M in transactions. 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