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Marathon Capital Management’s Bushido Capital US Equity ETF SMRI Stock Holding History

Marathon Capital Management’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
Q1 		$306K Buy
8,635
+125
+1% +$4.51K 0.07% 134
2025
Q4 		$308K Hold
8,510
– – 0.07% 132
2025
Q3 		$295K Sell
8,510
-10
-0.1% -$335 0.07% 125
2025
Q2 		$281K Buy
8,520
+250
+3% +$7.72K 0.07% 122
2025
Q1 		$255K Buy
8,270
+175
+2% +$5.59K 0.07% 125
2024
Q4 		$253K Buy
8,095
+50
+0.6% +$1.59K 0.06% 126
2024
Q3 		$246K Buy
+8,045
New +$236K 0.06% 129

Other funds holding SMRI

SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BDF
Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Marathon Capital Management's SMRI Position: Q1 2026 in Review

Marathon Capital Management increased its Bushido Capital US Equity ETF (SMRI) stake by 1.5% in Q1 2026, buying an estimated $4.51K and bringing the position to 8,635 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #134.

Marathon Capital Management first reported a position in SMRI in Q3 2024 and has held it in 7 quarters since. The position peaked at $308K in Q4 2025. 7 funds tracked by Wall St. Rank hold SMRI as of Q1 2026.

  • Marathon Capital Management held 8,635 shares of Bushido Capital US Equity ETF worth $306K as of Q1 2026.
  • Marathon Capital Management bought 125 Bushido Capital US Equity ETF shares in Q1 2026, an estimated $4.51K.
  • Bushido Capital US Equity ETF made up 0.07% of Marathon Capital Management's portfolio in Q1 2026, its #134 holding.
  • Marathon Capital Management first reported a position in Bushido Capital US Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • Marathon Capital Management's Bushido Capital US Equity ETF position peaked at $308K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Bushido Capital US Equity ETF as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.