Who owns SMI 3Fourteen Full-Cycle Trend ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of FCTE from SEC Form 13F filings across 13 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 13 institutions disclosed 2.5M shares of SMI 3Fourteen Full-Cycle Trend ETF worth $72.6M — about 12.6% of shares outstanding; the largest disclosed holder is SMI Advisory Services, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$72.6M
value, 2026 filers
12.6%
of shares outstanding (2.5M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of FCTE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SMI Advisory Services, LLC | 2.3M | $68.1M | 11.0% | 11.7% | +1.0% |
| 2 | VestGen Advisors, LLC | 56,461 | $1.6M | 0.0% | 0.3% | -3.4% |
| 3 | IFP Advisors, Inc | 52,710 | $1.5M | 0.0% | 0.3% | -5.6% |
| 4 | Cambridge Investment Research Advisors, Inc. | 21,496 | $628 | 0.0% | 0.1% | +3.0% |
| 5 | GTS SECURITIES LLC | 17,680 | $516,397 | 0.0% | 0.1% | -11.9% |
| 6 | NCM Capital Management, LLC | 16,600 | $484,858 | 0.1% | 0.1% | 0.0% |
| 7 | HRT FINANCIAL LPNEW | 11,319 | $330 | 0.0% | 0.1% | new |
| 8 | ROYAL BANK OF CANADANEW | 6,600 | $193,000 | 0.0% | 0% | new |
| 9 | MORGAN STANLEY | 2,362 | $68,990 | 0.0% | 0% | 0.0% |
| 10 | JPMORGAN CHASE & CO | 1,496 | $43,290 | 0.0% | 0% | 0.0% |
| 11 | EVOLUTION WEALTH MANAGEMENT INC. | 776 | $22,666 | 0.0% | 0% | 0.0% |
| 12 | Financial Management Professionals, Inc. | 200 | $5,842 | 0.0% | 0% | 0.0% |
| 13 | Qube Research & Technologies Ltd | 143 | $4,177 | 0.0% | 0% | -1.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.