SMTH · Insider trading · 13F holders · Congress trades
ALPS/Smith Core Plus, Bond. Exchange (SMTH)
Who is buying and selling SMTH: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 27
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SMTH at a glance
- No open-market insider purchases or sales of SMTH were filed in the last 90 days.
- 27 13F filers hold SMTH among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are Traction Financial Partners, LLC (9.3%), Shufro Rose & Co LLC (7.8%) and Hamilton Wealth, LLC (6.3%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
- No member of Congress has disclosed a trade in SMTH.
SMTH insider trading
No open-market insider purchases or sales of SMTH were filed in the last 90 days.
Who owns SMTH? Hedge funds and superinvestors
27 13F filers hold SMTH among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are Traction Financial Partners, LLC (9.3%), Shufro Rose & Co LLC (7.8%) and Hamilton Wealth, LLC (6.3%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLCWealth manager | 2.7% | $1.8B | 73,099,748 | +47.0% shares | Q3 2026 |
| Annex Advisory Services, LLCWealth manager | 3.2% | $196.8M | 8,018,448 | -13.2% shares | Q3 2026 |
| Shufro Rose & Co LLCWealth manager | 7.8% | $136.4M | 5,299,519 | +3.8% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 4.3% | $110.5M | 4,503,953 | +7.6% shares | Q3 2026 |
| Stratos Investment Management, LLCInstitutional asset manager | 3.1% | $84.4M | 3,279,310 | -4.3% shares | Q2 2026 |
| Lineweaver Wealth Advisors, LLCWealth manager | 4.6% | $39.7M | 1,616,963 | +2.4% shares | Q3 2026 |
| Hamilton Wealth, LLCWealth manager | 6.3% | $34.4M | 1,336,672 | +0.8% shares | Q2 2026 |
| Level Four Advisory Services, LLCWealth manager | 0.9% | $32.3M | 1,255,537 | +1.4% shares | Q2 2026 |
| Meridian Wealth Management, LLCWealth manager | 0.7% | $23.8M | 923,625 | +8.0% shares | Q2 2026 |
| Adapt Wealth Advisors, LLCWealth manager | 5.8% | $17.6M | 682,887 | -5.4% shares | Q2 2026 |
| Traction Financial Partners, LLCWealth manager | 9.3% | $17.4M | 677,300 | +0.0% shares | Q2 2026 |
| Principle Wealth Partners LLCWealth manager | 0.8% | $16.5M | 642,470 | -5.0% shares | Q2 2026 |
| Guardian Financial Partners, LLCInstitutional asset manager | 5.3% | $13.6M | 529,672 | +6.9% shares | Q2 2026 |
| Sentinel Pension Advisors, LLCPension fund | 1.6% | $12.3M | 481,227 | +10.0% shares | Q2 2026 |
| Old Port AdvisorsWealth manager | 2.2% | $11.2M | 455,260 | +5.6% shares | Q3 2026 |
| Ethos Financial Group, LLCWealth manager | 0.7% | $10.9M | 424,943 | +42.4% shares | Q2 2026 |
| Prasad Wealth Partners, LLCWealth manager | 2.3% | $9.8M | 378,849 | -5.1% shares | Q2 2026 |
| Sovereign Investment Advisors, LLCAsset manager | 1.8% | $9.6M | 373,742 | +0.0% shares | Q2 2026 |
| Gallacher Capital Management LLCWealth manager | 4.5% | $8.0M | 309,268 | -18.5% shares | Q2 2026 |
| Tenzing Financial LLCWealth manager | 5.1% | $7.5M | 291,152 | -0.6% shares | Q2 2026 |
| Sbe LLC Dba Cedar Cove Wealth PartnersWealth manager | 3.4% | $7.2M | 293,601 | +3.3% shares | Q3 2026 |
| Spectrum Investment Advisors, Inc.Institutional asset manager | 2.6% | $6.3M | 246,241 | +26.6% shares | Q2 2026 |
| Riverbend Wealth Management, LLCWealth manager | 1.9% | $4.1M | 166,861 | -1.7% shares | Q3 2026 |
| Blue Line Capital, LLC / ILAsset manager | 2.4% | $2.8M | 107,187 | +22.7% shares | Q2 2026 |
| Arsenal Capital Advisors LLCWealth manager | 1.1% | $1.8M | 69,082 | -12.7% shares | Q2 2026 |
| Tribridge Partners Financial LLCInstitutional asset manager | 0.1% | $324K | 12,791 | +0.0% shares | Q2 2026 |
| Andrew Hill Investment Advisors, Inc.Wealth manager | 0.2% | $295K | 12,022 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 8, Q2 2026: 19). Screen SMTH in the grand portfolio →
SMTH stock trades by members of Congress
No member of Congress has disclosed a trade in SMTH.
SMTH questions and answers
Are insiders buying SMTH stock?
No open-market insider purchases or sales of SMTH were filed in the last 90 days.
Which hedge funds own SMTH?
27 13F filers hold SMTH among their 50 largest positions, worth $2.6B combined. The biggest bets by portfolio weight are Traction Financial Partners, LLC (9.3%), Shufro Rose & Co LLC (7.8%) and Hamilton Wealth, LLC (6.3%). In their latest 13Fs, 0 managers opened a new position and 9 added to one.
Has Congress traded SMTH?
No member of Congress has disclosed a trade in SMTH.
Who is the largest holder of SMTH?
Among 13F filers, Wealth Enhancement Advisory Services, LLC reports the largest SMTH position, $1.8B (73,099,748 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Traction Financial Partners, LLC's: 9.3% of its portfolio.
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