Who owns Hilton Small-MidCap Opportunity ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SMCO from SEC Form 13F filings across 21 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, 21 institutions disclosed 2.5M shares of Hilton Small-MidCap Opportunity ETF worth $74.3M — about 52.3% of shares outstanding; the largest disclosed holder is Crumly & Associates Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
21
13F holders
$74.3M
value, 2026 filers
52.3%
of shares outstanding (2.5M sh)
4
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 SMCO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Crumly & Associates Inc. | 461,501 | $14.3M | 2.7% | 9.5% | +2.6% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 361,007 | $11.2M | 0.0% | 7.4% | +2.6% |
| 3 | &PARTNERS | 343,476 | $10.7M | 0.0% | 7.1% | -1.4% |
| 4 | Hilton Capital Management, LLC | 229,066 | $7.1M | 0.5% | 4.7% | 0.0% |
| 5 | Fulton Bank, N.A. | 228,516 | $7.1M | 0.2% | 4.7% | +54.6% |
| 6 | UBS Group AG | 157,569 | $4.9M | 0.0% | 3.2% | +62.7% |
| 7 | Janney Montgomery Scott LLC | 146,864 | $4,553 | 0.0% | 3% | +88.2% |
| 8 | Visionary Wealth Advisors | 139,304 | $4.3M | 0.2% | 2.9% | -0.5% |
| 9 | Snowden Capital Advisors LLC | 122,411 | $3.8M | 0.1% | 2.5% | +2.7% |
| 10 | LPL Financial LLC | 115,901 | $3.6M | 0.0% | 2.4% | +1.9% |
| 11 | BANK OF AMERICA CORP /DE/NEW | 76,758 | $2.4M | 0.0% | 1.6% | new |
| 12 | OSAIC HOLDINGS, INC. | 53,378 | $1.7M | 0.0% | 1.1% | -9.0% |
| 13 | BENJAMIN EDWARDS INC | 24,086 | $746,666 | 0.0% | 0.5% | +0.9% |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 23,675 | $733,910 | 0.0% | 0.5% | +19.1% |
| 15 | Steward Partners Investment Advisory, LLCNEW | 19,717 | $611,227 | 0.0% | 0.4% | new |
| 16 | PIER 88 INVESTMENT PARTNERS LLC | 19,300 | $598,300 | 0.1% | 0.4% | +10.3% |
| 17 | GTS SECURITIES LLC | 11,244 | $348,564 | 0.0% | 0.2% | -61.0% |
| 18 | WealthShield Partners, LLCNEW | 7,039 | $218,209 | 0.0% | 0.1% | new |
| 19 | FIFTH THIRD BANCORP | 1,948 | $60,388 | 0.0% | 0% | -4.4% |
| 20 | JPMORGAN CHASE & CONEW | 450 | $13,809 | 0.0% | 0% | new |
| 21 | MORGAN STANLEY | 29 | $899 | 0.0% | 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.