FCTE institutional holders
SMI 3FOURTEEN FULL-CYCLE TREND ETF · 13F, 2026Q2
| Managers holding | 15 |
|---|---|
| Shares held | 2,804,817 |
| Reported value | $81.8m |
| Quarter flows | 2 new, 2 added, 5 trimmed, 5 exited |
Top 15 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| SMI Advisory Services, LLC | 2,335,162 | $68.1m | 11.0% |
| THEORY FINANCIAL LLC | 281,444 | $8.2m | 2.6% |
| VestGen Advisors, LLC | 56,461 | $1.6m | 0.0% |
| IFP Advisors, Inc | 52,710 | $1.5m | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 21,496 | $628,000 | 0.0% |
| GTS SECURITIES LLC | 17,680 | $516,397 | 0.0% |
| NCM Capital Management, LLC | 16,600 | $484,858 | 0.1% |
| HRT FINANCIAL LP | 11,319 | $330,000 | 0.0% |
| ROYAL BANK OF CANADA | 6,600 | $193,000 | 0.0% |
| MORGAN STANLEY | 2,362 | $68,990 | 0.0% |
| JPMORGAN CHASE & CO | 1,496 | $43,290 | 0.0% |
| EVOLUTION WEALTH MANAGEMENT INC. | 776 | $22,666 | 0.0% |
| Principia Wealth Advisory, LLC | 368 | $10,749 | 0.0% |
| Financial Management Professionals, Inc. | 200 | $5,842 | 0.0% |
| Qube Research & Technologies Ltd | 143 | $4,177 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("FCTE"). FCTE price history · All 13F data