Baird Financial Group
SMIG icon

Baird Financial Group’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Baird Financial Group’s Portfolio SMIG Stock Details SMIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$864K Buy
26,326
+340
+1% +$10.6K ﹤0.01% 1376
2026
Q1 		$763K Buy
25,986
+479
+2% +$14.5K ﹤0.01% 1343
2025
Q4 		$735K Buy
25,507
+1,158
+5% +$33.3K ﹤0.01% 1344
2025
Q3 		$721K Buy
+24,349
New +$719K ﹤0.01% 1358

Other funds holding SMIG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Baird Financial Group's SMIG Position: Q2 2026 in Review

Baird Financial Group increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 1.3% in Q2 2026, buying an estimated $10.6K and bringing the position to 26,326 shares worth $864K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Baird Financial Group first reported a position in SMIG in Q3 2025 and has held it in 4 quarters since. 54 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • Baird Financial Group held 26,326 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $864K as of Q2 2026.
  • Baird Financial Group bought 340 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $10.6K.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1376 holding.
  • Baird Financial Group first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 54 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.