SMART Earnings Growth 30 ETF (SGRT)
ETF ยท NYSE Arca
SMART Earnings Growth 30 ETF (SGRT) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 19, 2025.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- August 19, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 15 institutions reported holding SGRT, with 609,301 shares worth $22.8 million in aggregate. The largest reported holder was Smart Wealth, with 240,266 shares worth $9.0 million. Of the 5 largest holders listed below, 1 opened a new position in SGRT, 3 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Smart Wealth | 240,266 | $9M | Added 114.01% |
| Brookstone Capital Management | 133,917 | $5M | Added 311.58% |
| Authentikos Wealth Advisory | 106,696 | $4M | Reduced 19.89% |
| Herbst Group | 48,646 | $2M | New position |
| AE Wealth Management | 21,738 | $815K | Added 50.73% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is SGRT?
SMART Earnings Growth 30 ETF (SGRT) is an exchange-traded fund listed on NYSE Arca, where it has traded since August 19, 2025.
Who are the largest institutional holders of SGRT?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SGRT were Smart Wealth, Brookstone Capital Management and Authentikos Wealth Advisory.
How many institutions own SGRT?
15 institutions reported a position in SGRT for the quarter ended June 30, 2026, worth $22.8 million in total.
Did institutions buy or sell SGRT last quarter?
Of the 5 largest reported holders, 1 opened a new position in SGRT, 3 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for SGRT.
Every reported institutional holder, plus insider and congressional trades in SGRT, on SentiSense.