Beacon Pointe Advisors’s Bushido Capital US Equity ETF SMRI Stock Holding History

Beacon Pointe Advisors’s Portfolio SMRI Stock Details SMRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$450K	Buy	10,974 +1,350	+14%	+$52.9K	﹤0.01%	1385
2026 Q1	$341K	Buy	+9,624	New	+$348K	﹤0.01%	1479

Other funds holding SMRI

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Beacon Pointe Advisors's SMRI Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Bushido Capital US Equity ETF (SMRI) stake by 14% in Q2 2026, buying an estimated $52.9K and bringing the position to 10,974 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Beacon Pointe Advisors first reported a position in SMRI in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold SMRI as of Q2 2026.

Beacon Pointe Advisors held 10,974 shares of Bushido Capital US Equity ETF worth $450K as of Q2 2026.
Beacon Pointe Advisors bought 1,350 Bushido Capital US Equity ETF shares in Q2 2026, an estimated $52.9K.
Bushido Capital US Equity ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1385 holding.
Beacon Pointe Advisors first reported a position in Bushido Capital US Equity ETF in Q1 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.