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Hilton Small-Midcap OPP ETF (SMCO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Crumly & Associates Inc.
INCREASED
Shares527,483 from 461,501
Change+65,982 (+14%)
Value$14.5M (+$170.9K)
Filed 2026-10-07
Fulton Bank, N.A.
INCREASED
Shares270,460 from 228,516
Change+41,944 (+18%)
Value$7.4M (+$339.1K)
Filed 2026-10-14
Partners Wealth Management, LLC
NEW
Shares167,200
Change+167,200
Value$4.6M
Filed 2026-10-28
Visionary Wealth Advisors
DECREASED
Shares136,081 from 139,304
Change-3,223 (-2%)
Value$3.7M (-$583.5K)
Filed 2026-11-04
LPL Financial LLC
DECREASED
Shares42,618 from 115,901
Change-73,283 (-63%)
Value$1.2M (-$2.4M)
Filed 2026-11-06
Pier 88 Investment Partners LLC
UNCHANGED
Shares19,300 from 19,300
Change0 (0%)
Value$529.7K (-$68.6K)
Filed 2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW
Shares8,695
Change+8,695
Value$243.5K
Filed 2026-10-13
Fifth Third Bancorp
UNCHANGED
Shares1,948 from 1,948
Change0 (0%)
Value$53.5K (-$6.9K)
Filed 2026-11-05
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 23,675
Change-23,675 (-100%)
Value$0 (-$733.9K)
Filed 2026-11-02
Envestnet Asset Management Inc
N/A
Shares— from 361,007
Change-361,007 (-100%)
Value—
&partners
N/A
Shares— from 343,476
Change-343,476 (-100%)
Value—
Hilton Capital Management, LLC
N/A
Shares— from 229,066
Change-229,066 (-100%)
Value—
UBS Group AG
N/A
Shares— from 157,569
Change-157,569 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 146,864
Change-146,864 (-100%)
Value—
Snowden Capital Advisors LLC
N/A
Shares— from 122,411
Change-122,411 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 76,758
Change-76,758 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 53,378
Change-53,378 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 24,086
Change-24,086 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,717
Change-19,717 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,244
Change-11,244 (-100%)
Value—
WealthShield Partners, LLC
N/A
Shares— from 7,039
Change-7,039 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 450
Change-450 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 29
Change-29 (-100%)
Value—
Status
Crumly & Associates Inc.
INCREASED527,483461,501+65,982+14%$14.3M$14.5M+$170.9K2026-10-07
Fulton Bank, N.A.
INCREASED270,460228,516+41,944+18%$7.1M$7.4M+$339.1K2026-10-14
Partners Wealth Management, LLC
NEW167,200—+167,200——$4.6M—2026-10-28
Visionary Wealth Advisors
DECREASED136,081139,304-3,223-2%$4.3M$3.7M-$583.5K2026-11-04
LPL Financial LLC
DECREASED42,618115,901-73,283-63%$3.6M$1.2M-$2.4M2026-11-06
Pier 88 Investment Partners LLC
UNCHANGED19,30019,30000%$598.3K$529.7K-$68.6K2026-11-06
Wealth Enhancement Advisory Services, LLC
NEW8,695—+8,695——$243.5K—2026-10-13
Fifth Third Bancorp
UNCHANGED1,9481,94800%$60.4K$53.5K-$6.9K2026-11-05
Commonwealth Equity Services, LLC
CLOSED023,675-23,675-100%$733.9K$0-$733.9K2026-11-02
Envestnet Asset Management Inc
N/A—361,007-361,007-100%$11.2M———
&partners
N/A—343,476-343,476-100%$10.7M———
Hilton Capital Management, LLC
N/A—229,066-229,066-100%$7.1M———
UBS Group AG
N/A—157,569-157,569-100%$4.9M———
Janney Montgomery Scott LLC
N/A—146,864-146,864-100%$4.6K———
Snowden Capital Advisors LLC
N/A—122,411-122,411-100%$3.8M———
Bank of America Corp
N/A—76,758-76,758-100%$2.4M———
Osaic Holdings, Inc.
N/A—53,378-53,378-100%$1.7M———
Benjamin Edwards Inc
N/A—24,086-24,086-100%$746.7K———
Steward Partners Investment Advisory, LLC
N/A—19,717-19,717-100%$611.2K———
GTS Securities LLC
N/A—11,244-11,244-100%$348.6K———
WealthShield Partners, LLC
N/A—7,039-7,039-100%$218.2K———
JPMorgan Chase & Co
N/A—450-450-100%$13.8K———
Morgan Stanley
N/A—29-29-100%$899———
Showing 23 of 23 institutions