Exchange Traded Concepts’s Semler Scientific SMLR Stock Holding History

Exchange Traded Concepts’s Portfolio SMLR Stock Details SMLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-56,440	Closed	-$1.69M	–	1637
2025 Q3	$1.69M	Sell	56,440 -593	-1%	-$20.4K	0.01%	612
2025 Q2	$2.21M	Sell	57,033 -1,036	-2%	-$36.9K	0.03%	464
2025 Q1	$2.1M	Sell	58,069 -3,327	-5%	-$156K	0.04%	368
2024 Q4	$3.32M	Buy	61,396 +47,625	+346%	+$2.19M	0.07%	267
2024 Q3	$324K	Sell	13,771 -24,193	-64%	-$695K	0.01%	822
2024 Q2	$1.31M	Buy	37,964 +26,459	+230%	+$762K	0.03%	396
2024 Q1	$336K	Buy	11,505 +2,853	+33%	+$119K	0.01%	764
2023 Q4	$383K	Buy	+8,652	New	+$311K	0.01%	728

Other funds holding SMLR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICP

Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Exchange Traded Concepts's SMLR Position: Q4 2025 in Review

Exchange Traded Concepts sold out of Semler Scientific (SMLR) in Q4 2025, closing a stake of 56,440 shares — an estimated $1.69M sold.

Exchange Traded Concepts first reported a position in SMLR in Q4 2023 and held it in 8 quarters. The position peaked at $3.32M in Q4 2024. 109 funds tracked by Wall St. Rank hold SMLR as of Q4 2025.

Exchange Traded Concepts reported no remaining Semler Scientific position as of Q4 2025 after selling out during the quarter.
Exchange Traded Concepts sold 56,440 Semler Scientific shares in Q4 2025, an estimated $1.69M.
Exchange Traded Concepts first reported a position in Semler Scientific in Q4 2023 and held it in 8 quarters.
Exchange Traded Concepts's Semler Scientific position peaked at $3.32M in Q4 2024.
109 funds tracked by Wall St. Rank held Semler Scientific as of Q4 2025.

Based on Exchange Traded Concepts's 13F filing for Q4 2025, filed 14 Jan 2026.