Smart Earnings Growth 30 ETFSGRTETF
13F holders, Q1 2026 (March 31)8holders +1
2new positions
1sold out
$26.68avg. 13F price*
At the end of Q1 2026, 8 institutions reported holding Smart Earnings Growth 30 ETF (SGRT) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($3.6M), SMART Wealth LLC ($3.0M) and Morgan Stanley ($1.4M).
- Company
- Smart Earnings Growth 30 ETF
- Filed as
- TIDAL TRUST I (Q1 2026)
- CUSIP
- 886365105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $443K |
| Exits | 1 | $40K |
All 13F filers, Q4 2025 → Q1 2026: 16,658 shares bought and 631,250 shares sold, net −614,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Authentikos Wealth Advisory, LLC | 2.40% | Reduce -12.1% | 133,192 | $3.6M |
| SMART Wealth LLC | 0.88% | Reduce -40.4% | 112,266 | $3.0M |
| Morgan Stanley | 0.00% | Reduce -55.8% | 51,410 | $1.4M |
| Brookstone Capital Management | 0.01% | Reduce -93.5% | 32,537 | $868K |
| Brown Advisory Inc. | 0.00% | New | 15,778 | $421K |
| AE Wealth Management LLC | 0.00% | Reduce -5.3% | 14,422 | $385K |
| Smartleaf Asset Management LLC | 0.00% | New | 880 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 534 | $14K |
"% of holder's portfolio" is SGRT's weight in each manager's 13F, not the share of Smart Earnings Growth 30 ETF the manager owns.