D.E. Shaw & Co
SMIG icon

D.E. Shaw & Co’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

D.E. Shaw & Co’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 		– Sell
-16,122
Closed -$464K – 5020
2025
Q4 		$464K Buy
+16,122
New +$464K ﹤0.01% 3963
2025
Q3 		– Sell
-13,541
Closed -$391K – 4898
2025
Q2 		$391K Sell
13,541
-13,703
-50% -$386K ﹤0.01% 3746
2025
Q1 		$777K Buy
+27,244
New +$798K ﹤0.01% 3247

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 $10.3B AUM 25.54% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

D.E. Shaw & Co's SMIG Position: Q1 2026 in Review

D.E. Shaw & Co sold out of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q1 2026, closing a stake of 16,122 shares — an estimated $464K sold.

D.E. Shaw & Co first reported a position in SMIG in Q1 2025 and held it in 3 quarters. The position peaked at $777K in Q1 2025. 64 funds tracked by Wall St. Rank hold SMIG as of Q1 2026.

  • D.E. Shaw & Co reported no remaining Bahl & Gaynor Small/Mid Cap Income Growth ETF position as of Q1 2026 after selling out during the quarter.
  • D.E. Shaw & Co sold 16,122 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q1 2026, an estimated $464K.
  • D.E. Shaw & Co first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q1 2025 and held it in 3 quarters.
  • D.E. Shaw & Co's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $777K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.