Smart Earnings Growth 30 ETF
$31.42-1.4%
+$9.3M
Net Activity
+68.77% total shares
Institutions Holding
15
Popularity Rank
#9082
Avg Weight
0.38%
Total Value
$22.8M
15 institutions currently hold SGRT, with 12 net buyers and 2 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
2
Net Buying Institutions
12
Top 5 by Value
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Across its top 15 institutional holders, SGRT's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 13/100, avg. turnover score 25/100).
SGRT ranks #9082 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
15 institutions disclose a position in SGRT, but none treat it as a major bet — even Authentikos Wealth Advisory, LLC, its most concentrated holder, allocates just 2.5% of its own portfolio to it.
AE Wealth Management LLC has added to its SGRT position for two straight quarters, increasing it by $434.2K to reach $815.2K today.
Morgan Stanley has trimmed its SGRT position for two straight quarters, cutting it by $2.9M while still holding $7.5K.
SGRT is down 1.4% today, but institutions show net buying of $9.3M this quarter — a divergence between today's price move and the underlying institutional flow.
+$12.2M
Total Buy Value
$2.9M
Total Sell Value
12
Net Buyers
2
Net Sellers
SGRT
Q2 2026
Top 5 Institutional Movers
+$6.0M
+$1.8M
-$1.4M
+$768.8K
SGRT does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
886365105
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,242
Total reported value
$2.2T
3230 13F institutions increased their position this quarter
Institutions Holding
5,990
Total reported value
$3.6T
3033 13F institutions increased their position this quarter
Institutions Holding
6,153
Total reported value
$1.8T
2972 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,419
Total reported value
$354.5B
Held by 4419 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,323
Total reported value
$864.3B
Held by 4323 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,246
Total reported value
$320.5B
Held by 4246 institutions — one of the most-tracked stocks on AlphaSMO
Access SGRT's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SGRTCLI
npx alphasmo stocks get SGRT