SMCF Themes US Small Cap Cash Flow Champions ETF
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Institutional owners (13F) 3 filers · $1.2M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 0 (-1 vs prior Q) | 0 (-1 vs prior Q) | 0 (-2 vs prior Q) | 2 (+2 vs prior Q) | -826 |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Welch Financial Planning, LLC | $947,950 | 24,483 | 76.86% | Shares |
| CITADEL ADVISORS LLC | $283,576 | 7,324 | 22.99% | Shares |
| HARBOUR INVESTMENTS, INC. | $1,742 | 45 | 0.14% | Shares |