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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Citadel Advisors's SMIG Position: Q1 2026 in Review

Citadel Advisors opened a new position in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q1 2026: 8,360 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #10957 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in SMIG as recently as Q1 2025.

Citadel Advisors first reported a position in SMIG in Q1 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

  • Citadel Advisors held 8,360 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $245K as of Q1 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF was a new Citadel Advisors position in Q1 2026.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #10957 holding.
  • Citadel Advisors first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.