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SMIG · Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF

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$32.49 +0.15 (+0.46%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $91,868
Total Shares: 2,800

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Jun 2022 → Jun 2026 · range 24.5% – 100.0%
0.0 pts
Top 5
100.0%
Jun 2022 → Jun 2026 · range 72.8% – 100.0%
0.0 pts
Top 10
100.0%
Jun 2022 → Jun 2026 · range 90.7% – 100.0%
0.0 pts
HHI
10,000
Jun 2022 → Jun 2026 · range 1,428 – 10,000
Highly concentrated0

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: 0
Institutional value: +11.8%
Shares held: 0.0%
Filter: New 0 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Cornerstone Financial Management LLC SMIG $91,868 100.00% 2,800