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SGRT

SMART Earnings Growth 30 ETF
SGRT

15 hedge funds and large institutions have $22.8M invested in SMART Earnings Growth 30 ETF in 2026 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

137% more capital invested

Capital invested by funds: $9.63M → $22.8M (+$13.2M)

88% more funds holding

Funds holding: 8 → 15 (+7)

1.15% more ownership

Funds ownership: 35.22% → 36.38% (+1.2%)

Holders
15
Holders Change
+7
Holders Change %
+87.5%
% of All Funds
0.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
5
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SMART Wealth
Nebraska
+$4.36M
2
BCM
Brookstone Capital Management
Illinois
+$3.45M
3
HG
Herbst Group
Connecticut
+$1.66M
4
KA
Kovack Advisors
Florida
+$698K
5
AWM
AE Wealth Management
Kansas
+$249K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.74M
2
AWA
Authentikos Wealth Advisory
California
-$902K
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1
SMART Wealth
Nebraska
$9.01M +$4.36M +128,000 +114%
BCM
2
Brookstone Capital Management
Illinois
$5.02M +$3.45M +101,380 +312%
AWA
3
Authentikos Wealth Advisory
California
$4M -$902K -26,496 -20%
HG
4
Herbst Group
Connecticut
$1.82M +$1.66M +48,646 New
AWM
5
AE Wealth Management
Kansas
$815K +$249K +7,316 +51%
KA
6
Kovack Advisors
Florida
$769K +$698K +20,500 New
Brown Advisory
7
Brown Advisory
Maryland
$714K +$111K +3,270 +21%
Jane Street
8
Jane Street
New York
$209K +$190K +5,581 New
AA
9
Advisory Alpha
Michigan
$201K +$182K +5,358 New
Q1WB
10
Quest 10 Wealth Builders
Virginia
$187K +$152K +4,463 +836%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$38K +$34K +1,000 New
SAM
12
Smartleaf Asset Management
Massachusetts
$32.1K – – –
UBS Group
13
UBS Group
Switzerland
$16.5K +$15K +440 New
Morgan Stanley
14
Morgan Stanley
New York
$7.46K -$1.74M -51,211 -100%
PMFA
15
Plante Moran Financial Advisors
Michigan
$1.31K +$1.19K +35 New

SGRT Hedge Fund Activity: Q2 2026 in Review

15 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in SMART Earnings Growth 30 ETF (SGRT) for Q2 2026, worth a combined $22.8M — up 137% from $9.63M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SGRT positions and 0 closed out — a net gain of 7 holders — while 5 added to existing stakes and 2 trimmed.

The largest buyer was SMART Wealth, adding an estimated $4.36M. The largest seller was Morgan Stanley, cutting an estimated $1.74M.

  • 15 institutional investors held SMART Earnings Growth 30 ETF (SGRT) as of Q2 2026, up from 8 in Q1 2026.
  • Funds reported $22.8M of SMART Earnings Growth 30 ETF stock for Q2 2026, up 137% quarter-over-quarter.
  • 7 funds opened new SMART Earnings Growth 30 ETF positions in Q2 2026 and 0 closed out, a net change of +7 holders.
  • The largest SMART Earnings Growth 30 ETF buyer in Q2 2026 was SMART Wealth, an estimated $4.36M added.
  • The largest SMART Earnings Growth 30 ETF seller in Q2 2026 was Morgan Stanley, an estimated $1.74M sold.

Based on aggregated 13F filings for Q2 2026.