Citadel Advisors
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Citadel Advisors’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

Citadel Advisors’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 		– Sell
-8,360
Closed -$245K – 14759
2026
Q1 		$245K Buy
+8,360
New +$253K ﹤0.01% 10957
2025
Q2 		– Sell
-7,765
Closed -$222K – 14870
2025
Q1 		$222K Buy
+7,765
New +$228K ﹤0.01% 10257

Other funds holding SMIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Citadel Advisors's SMIG Position: Q2 2026 in Review

Citadel Advisors sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q2 2026, closing a stake of 8,360 shares — an estimated $245K sold.

Citadel Advisors first reported a position in SMIG in Q1 2025 and held it in 2 quarters. The position peaked at $245K in Q1 2026. 63 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • Citadel Advisors reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Citadel Advisors sold 8,360 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $245K.
  • Citadel Advisors first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2025 and held it in 2 quarters.
  • Citadel Advisors's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $245K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.