ALPS | Smith Core Plus Bond ETF (SMTH) Institutional Ownership $25.81 +0.12 (+0.47%) As of 03/28/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipBuy This Stock Institutional Ownership Changes (13F Filings) for ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH)Number ofInstitutional Buyers(last 12 months)38TotalInstitutional Inflows(last 12 months)$1.12BNumber 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 Remove Ads ALPS | Smith Core Plus Bond ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails3/17/2025 Wealth Enhancement Advisory Services LLC35,667,256$910.23M1.7%+32.8%59.218% 3/17/2025 NorthCrest Asset Manangement LLC87,015$2.22M0.1%+152.1%0.144% 2/25/2025 Shufro Rose & Co. LLC1,844,088$47.06M3.6%N/A6.681% 2/18/2025 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% 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. 2/14/2025 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% 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% Now I look stupid. 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Here’s the full story for you.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% 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)Remove Ads SMTH Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SMTH shares? During the previous two years, 40 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 ($910.23M), Annex Advisory Services LLC ($75.71M), Stratos Investment Management LLC ($50.01M), Shufro Rose & Co. LLC ($47.06M), Principle Wealth Partners LLC ($27.63M), Lineweaver Wealth Advisors LLC ($15.15M), and Advisory Resource Group ($14.71M).Learn more on SMTH's institutional investors. Which institutional investors have been buying ALPS | Smith Core Plus Bond ETF stock? Of the 38 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 ($35.68M), Annex Advisory Services LLC ($2.97M), Shufro Rose & Co. LLC ($1.84M), Stratos Investment Management LLC ($1.81M), Principle Wealth Partners LLC ($1.28M), Prasad Wealth Partners LLC ($487.84K), and Guardian Financial Partners LLC ($385.87K). How much institutional buying is happening at ALPS | Smith Core Plus Bond ETF? Institutional investors have bought a total of 46,389,680 shares in the last 24 months. This purchase volume represents approximately $1.19B 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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