§ EQUITY
USDSGRT
SMART EARNINGS GROWTH 30 ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
12 increased/new, 2 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 133K | 2.4% | −12% |
| SMART Wealth LLC | 112K | 0.9% | −40% |
| Morgan Stanley | 51K | 0.0% | −78% |
| Brookstone Capital Management | 33K | 0.0% | −94% |
| BROWN ADVISORY INC | 16K | 0.0% | n/a |
| AE Wealth Management LLC | 14K | 0.0% | −5% |
◇ AC INTELLIGENCE
Top institutional owners for SGRT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER85.8% · 7 holders
DEALER / BANK14.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SGRT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SGRT yet.