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SGRT

SMART Earnings Growth 30 ETF

8 hedge funds and large institutions have $11.5M invested in SMART Earnings Growth 30 ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

108.32% more ownership

Funds ownership: 0%108.32% (+108%)

Holders
8
Holders Change
+8
Holders Change %
% of All Funds
0.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$6.43M +$5.93M +272,999 New
SW
2
SMART Wealth
Nebraska
$3.65M +$3.37M +154,943 New
Citadel Advisors
3
Citadel Advisors
Florida
$501K +$462K +21,260 New
Jane Street
4
Jane Street
New York
$302K +$278K +12,803 New
AWM
5
AE Wealth Management
Kansas
$291K +$269K +12,355 New
JP Morgan Chase
6
JP Morgan Chase
New York
$189K +$174K +8,021 New
UBS Group
7
UBS Group
Switzerland
$107K +$98.8K +4,545 New
Q1WB
8
Quest 10 Wealth Builders
Virginia
$12.6K +$11.6K +534 New

SGRT Hedge Fund Activity: Q3 2025 in Review

8 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in SMART Earnings Growth 30 ETF (SGRT) for Q3 2025, worth a combined $11.5M.

Buyers outnumbered sellers: 8 funds opened new SGRT positions and 0 closed out — a net gain of 8 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $5.93M.

  • 8 institutional investors held SMART Earnings Growth 30 ETF (SGRT) as of Q3 2025, up from 0 in Q2 2025.
  • Funds reported $11.5M of SMART Earnings Growth 30 ETF stock for Q3 2025.
  • 8 funds opened new SMART Earnings Growth 30 ETF positions in Q3 2025 and 0 closed out, a net change of +8 holders.
  • The largest SMART Earnings Growth 30 ETF buyer in Q3 2025 was Brookstone Capital Management, an estimated $5.93M added.

Based on aggregated 13F filings for Q3 2025.