SMIG · Insider trading · 13F holders · Congress trades
ETF Ser Solutions (SMIG)
Who is buying and selling SMIG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SMIG at a glance
- No open-market insider purchases or sales of SMIG were filed in the last 90 days.
- 6 13F filers hold SMIG among their 50 largest positions, worth $19.2M combined. The biggest bets by portfolio weight are Castle Wealth Management LLC (2.1%), Joseph Group Capital Management (1.4%) and Heritage Wealth Management, Inc. (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in SMIG.
SMIG insider trading
No open-market insider purchases or sales of SMIG were filed in the last 90 days.
Who owns SMIG? Hedge funds and superinvestors
6 13F filers hold SMIG among their 50 largest positions, worth $19.2M combined. The biggest bets by portfolio weight are Castle Wealth Management LLC (2.1%), Joseph Group Capital Management (1.4%) and Heritage Wealth Management, Inc. (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Castle Wealth Management LLCWealth manager | 2.1% | $7.0M | 214,231 | -2.8% shares | Q2 2026 |
| Joseph Group Capital ManagementWealth manager | 1.4% | $6.7M | 203,388 | -1.0% shares | Q2 2026 |
| Heritage Wealth Management, Inc.Wealth manager | 0.7% | $2.7M | 85,820 | +0.0% shares | Q3 2026 |
| EdgeRock Capital LLCWealth manager | 0.3% | $1.3M | 38,359 | +25.5% shares | Q2 2026 |
| Philadelphia Investment Partners, LLCWealth manager | 0.6% | $919K | 28,016 | -0.7% shares | Q2 2026 |
| Center for Wealth Management AdvisoryWealth manager | 0.4% | $644K | 20,820 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 4). Screen SMIG in the grand portfolio →
SMIG stock trades by members of Congress
No member of Congress has disclosed a trade in SMIG.
SMIG questions and answers
Are insiders buying SMIG stock?
No open-market insider purchases or sales of SMIG were filed in the last 90 days.
Which hedge funds own SMIG?
6 13F filers hold SMIG among their 50 largest positions, worth $19.2M combined. The biggest bets by portfolio weight are Castle Wealth Management LLC (2.1%), Joseph Group Capital Management (1.4%) and Heritage Wealth Management, Inc. (0.7%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded SMIG?
No member of Congress has disclosed a trade in SMIG.
Who is the largest holder of SMIG?
Among 13F filers, Castle Wealth Management LLC reports the largest SMIG position, $7.0M (214,231 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Castle Wealth Management LLC's: 2.1% of its portfolio.
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