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Bahl & Gaynor S/M Inc Growth (SMIG)

CUSIP: 26922B832 | NYSE | 107 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Prime Capital Investment Advisors, LLC443,933
0.1% of portfolio›$13.7M
LPL Financial LLC418,831
0.0% of portfolio›$12.9M
US Bancorp \de\340,532
0.0% of portfolio›$10.5M
Fifth Third Bancorp257,260
0.0% of portfolio›$8.0M
Truist Financial Corp249,742
0.0% of portfolio›$7.7M
Joseph Group Capital Management199,644
1.1% of portfolio›$6.2M
Bank of New York Mellon Corp136,102
0.0% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.113,969
0.0% of portfolio›$3.5M
Heritage Wealth Management, Inc.85,820
0.7% of portfolio›$2.7M
Kestra Private Wealth Services, LLC72,945
0.0% of portfolio›$2.3M
Atria Investments, Inc70,567
0.0% of portfolio›$2.2M
Wealthcare Advisory Partners LLC50,355
0.0% of portfolio›$1.6M
Elevation Point Wealth Partners, LLC44,209
0.0% of portfolio›$1.4M
Wealth Dimensions Group, Ltd.41,775
0.2% of portfolio›$1.3M
EdgeRock Capital LLC39,598
0.3% of portfolio›$1.2M
Center for Wealth Management Advisory20,820
0.4% of portfolio›$643.5K
Concurrent Investment Advisors, LLC15,415
0.0% of portfolio›$476.5K
OpenArc Corporate Advisory, LLC14,561
0.0% of portfolio›$450.1K
PUREfi Wealth, LLC13,000
0.2% of portfolio›$401.8K
Argentarii, LLC9,780
0.1% of portfolio›$302.3K
Weaver Consulting Group9,596
0.1% of portfolio›$296.6K
MCF Advisors LLC9,000
0.0% of portfolio›$278.6K
Orba Wealth Advisors, L.L.C.6,571
0.2% of portfolio›$203.1K
Blue Trust, Inc.2,941
0.0% of portfolio›$90.9K
Parallel Advisors, LLC2,643
0.0% of portfolio›$81.7K
Farther Finance Advisors, LLC812
0.0% of portfolio›$25.1K
Signature Equity Partners, LLC223
0.0% of portfolio›$6.9K
Nemes Rush Group LLC116
0.0% of portfolio›$3.6K
StyleTurnoverLocationFiled
Prime Capital Investment Advisors, LLC
443,933$13.7M0.1%ETFLowOverland Park, KS2026-10-20
LPL Financial LLC
418,831$12.9M0.0%IndexVery LowFort Mill, SC2026-11-06
US Bancorp \de\
340,532$10.5M0.0%IndexLowMinneapolis, MN2026-11-05
Fifth Third Bancorp
257,260$8.0M0.0%IndexVery LowCincinnati, OH2026-11-05
Truist Financial Corp
249,742$7.7M0.0%CoreLowCharlotte, NC2026-10-30
Joseph Group Capital Management
199,644$6.2M1.1%ETFLowColumbus, OH2026-11-04
Bank of New York Mellon Corp
136,102$4.2M0.0%CoreLowNew York, NY2026-11-05
Cambridge Investment Research Advisors, Inc.
113,969$3.5M0.0%ETFLowFairfield, IA2026-11-02
Heritage Wealth Management, Inc.
85,820$2.7M0.7%CoreLowCincinnati, OH2026-10-28
Kestra Private Wealth Services, LLC
72,945$2.3M0.0%GrowthLowAustin, TX2026-11-06
Atria Investments, Inc
70,567$2.2M0.0%CoreMediumCharlotte, NC2026-10-15
Wealthcare Advisory Partners LLC
50,355$1.6M0.0%ETFLowWest Chester, PA2026-10-21
Elevation Point Wealth Partners, LLC
44,209$1.4M0.0%CoreHighDenver, CO2026-11-05
Wealth Dimensions Group, Ltd.
41,775$1.3M0.2%ETFLowCincinnati, OH2026-11-02
EdgeRock Capital LLC
39,598$1.2M0.3%ETFLowDenver, CO2026-11-03
Center for Wealth Management Advisory
20,820$643.5K0.4%CoreMediumMilford, OH2026-10-23
Concurrent Investment Advisors, LLC
15,415$476.5K0.0%GrowthMediumTampa, FL2026-10-16
OpenArc Corporate Advisory, LLC
14,561$450.1K0.0%GrowthLowAtlanta, GA2026-10-21
PUREfi Wealth, LLC
13,000$401.8K0.2%GrowthMediumBoston, MA2026-10-19
Argentarii, LLC
9,780$302.3K0.1%GrowthLowCincinnati, OH2026-10-28
Weaver Consulting Group
9,596$296.6K0.1%ETFLowHuntington Beach, CA2026-10-07
MCF Advisors LLC
9,000$278.6K0.0%ETFLowLexington, KY2026-10-28
Orba Wealth Advisors, L.L.C.
6,571$203.1K0.2%ETFMediumChicago, IL2026-10-23
Blue Trust, Inc.
2,941$90.9K0.0%ETFLowBrentwood, TN2026-10-15
Parallel Advisors, LLC
2,643$81.7K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
812$25.1K0.0%IndexLowSan Francisco, CA2026-10-08
Signature Equity Partners, LLC
223$6.9K0.0%GrowthMediumColumbus, OH2026-10-29
Nemes Rush Group LLC
116$3.6K0.0%CoreVery LowNovi, MI2026-11-04