MML Investors Services
SMIG icon

MML Investors Services’s Bahl & Gaynor Small/Mid Cap Income Growth ETF SMIG Stock Holding History

MML Investors Services’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 		$1.01M Buy
30,772
+9,654
+46% +$302K ﹤0.01% 2009
2026
Q1 		$620K Buy
21,118
+968
+5% +$29.3K ﹤0.01% 2089
2025
Q4 		$580K Sell
20,150
-18,443
-48% -$531K ﹤0.01% 2154
2025
Q3 		$1.14M Buy
38,593
+7,794
+25% +$230K ﹤0.01% 1643
2025
Q2 		$889K Buy
+30,799
New +$868K ﹤0.01% 1727

Other funds holding SMIG

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PVI
Pine Valley Investments Marlton, New Jersey $2.53B AUM 36.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services's SMIG Position: Q2 2026 in Review

MML Investors Services increased its Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) stake by 46% in Q2 2026, buying an estimated $302K and bringing the position to 30,772 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2009.

MML Investors Services first reported a position in SMIG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q3 2025. 32 funds tracked by Wall St. Rank hold SMIG as of Q2 2026.

  • MML Investors Services held 30,772 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF worth $1.01M as of Q2 2026.
  • MML Investors Services bought 9,654 Bahl & Gaynor Small/Mid Cap Income Growth ETF shares in Q2 2026, an estimated $302K.
  • Bahl & Gaynor Small/Mid Cap Income Growth ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2009 holding.
  • MML Investors Services first reported a position in Bahl & Gaynor Small/Mid Cap Income Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • MML Investors Services's Bahl & Gaynor Small/Mid Cap Income Growth ETF position peaked at $1.14M in Q3 2025.
  • 32 funds tracked by Wall St. Rank held Bahl & Gaynor Small/Mid Cap Income Growth ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.