SMART Earnings Growth 30 ETF (SGRT) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for SGRT. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Smart Wealth | 240,266 | $9M | INCREASED |
| Brookstone Capital Management | 133,917 | $5M | INCREASED |
| Authentikos Wealth Advisory | 106,696 | $4M | DECREASED |
| Herbst Group | 48,646 | $2M | NEW |
| AE Wealth Management | 21,738 | $815K | INCREASED |
Full institutional holdings, insider history, and congressional trades for SMART Earnings Growth 30 ETF on SentiSense.