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Bushido Cap US Equity ETF (SMRI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sepio Capital, LP
INCREASED
Shares13,964,799 from 13,553,115
Change+411,684 (+3%)
Value$624.1M (+$68.1M)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,453 from 11,803
Change+1,650 (+14%)
Value$601.0K (+$600.5K)
Filed 2026-11-02
Black Diamond Financial, LLC
UNCHANGED
Shares8,926 from 8,926
Change0 (0%)
Value$398.9K (+$32.7K)
Filed 2026-10-26
Marathon Capital Management
DECREASED
Shares7,315 from 8,640
Change-1,325 (-15%)
Value$326.9K (-$27.6K)
Filed 2026-10-23
D.A. Davidson & Co.
NEW
Shares5,472
Change+5,472
Value$244.5K
Filed 2026-10-28
Northeast Investment Management
NEW
Shares5,403
Change+5,403
Value$241.5K
Filed 2026-10-30
Spire Wealth Management
NEW
Shares100
Change+100
Value$4.5K
Filed 2026-10-30
Decker Retirement Planning Inc.
NEW
Shares28
Change+28
Value$1.3K
Filed 2026-10-19
JPMorgan Chase & Co
N/A
Shares— from 79,502
Change-79,502 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 26,486
Change-26,486 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 10,974
Change-10,974 (-100%)
Value—
Blair William & Co
N/A
Shares— from 30
Change-30 (-100%)
Value—
Status
Sepio Capital, LP
INCREASED13,964,79913,553,115+411,684+3%$556.0M$624.1M+$68.1M2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED13,45311,803+1,650+14%$484$601.0K+$600.5K2026-11-02
Black Diamond Financial, LLC
UNCHANGED8,9268,92600%$366.2K$398.9K+$32.7K2026-10-26
Marathon Capital Management
DECREASED7,3158,640-1,325-15%$354.5K$326.9K-$27.6K2026-10-23
D.A. Davidson & Co.
NEW5,472—+5,472——$244.5K—2026-10-28
Northeast Investment Management
NEW5,403—+5,403——$241.5K—2026-10-30
Spire Wealth Management
NEW100—+100——$4.5K—2026-10-30
Decker Retirement Planning Inc.
NEW28—+28——$1.3K—2026-10-19
JPMorgan Chase & Co
N/A—79,502-79,502-100%$3.3M———
GTS Securities LLC
N/A—26,486-26,486-100%$1.1M———
Beacon Pointe Advisors, LLC
N/A—10,974-10,974-100%$450.2K———
Blair William & Co
N/A—30-30-100%$1.2K———
Showing 12 of 12 institutions