Who owns SMAXWhat SMAX owns — n/a

Who owns SMAX?

Institutional ownership of SMAX from SEC Form 13F filings across 27 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.

13F holders

$15.1M

value, 2026 filers

540,132

shares disclosed

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 SMAX's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	RAYMOND JAMES FINANCIAL INC	93,262	$2.6M	0.0%	—	+1.1%
2	Grantvest Financial Group LLC	73,199	$2.0M	1.2%	—	-1.6%
3	SUSQUEHANNA INTERNATIONAL GROUP, LLP	69,884	$1.9M	0.0%	—	+142.2%
4	ENVESTNET ASSET MANAGEMENT INC	44,209	$1.2M	0.0%	—	+0.1%
5	Crewe Advisors LLC	38,118	$1.1M	0.1%	—	0.0%
6	COMMONWEALTH EQUITY SERVICES, LLC	26,778	$746,180	0.0%	—	-3.6%
7	Kestra Advisory Services, LLC	21,493	$598,898	0.0%	—	0.0%
8	Tradition Wealth Management, LLC	21,112	$588,299	0.0%	—	0.0%
9	ARS Investment Partners, LLC	19,900	$554,514	0.0%	—	0.0%
10	CITADEL ADVISORS LLCNEW	15,936	$444,057	0.0%	—	new
11	Clear Creek Financial Management, LLC	15,357	$427,923	0.0%	—	0.0%
12	Kovack Advisors, Inc.	14,782	$411,938	0.0%	—	0.0%
13	Creative Planning	13,994	$389,943	0.0%	—	0.0%
14	Blue Sky Capital Consultants Group, Inc.	11,667	$325,101	0.1%	—	-49.9%
15	Ausdal Financial Partners, Inc.	11,600	$323,234	0.0%	—	0.0%
16	OLD MISSION CAPITAL LLC	10,584	$294,923	0.0%	—	-65.0%
17	BANK OF AMERICA CORP /DE/NEW	9,007	$250,980	0.0%	—	new
18	KESTRA PRIVATE WEALTH SERVICES, LLCNEW	9,000	$250,785	0.0%	—	new
19	Diversify Advisory Services, LLCNEW	7,294	$203,854	0.0%	—	new
20	DIVERSIFY WEALTH MANAGEMENT, LLC	7,294	$203,854	0.0%	—	0.0%
21	AE Wealth Management LLC	3,915	$109,098	0.0%	—	-3.8%
22	Blue Trust, Inc.NEW	1,428	$39,791	0.0%	—	new
23	Elevated Capital Advisors, LLC	174	$4,849	0.0%	—	0.0%
24	MERCER GLOBAL ADVISORS INC /ADVNEW	59	$1,632	0.0%	—	new
25	IFP Advisors, Inc	51	$1,421	0.0%	—	0.0%

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.