SMART Trend 25 ETF (STRN)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

34th percentile

4 buying2 selling

+3

New

-0

Closed

+41K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 104.1%

Authentikos Wealth Advisory,41.2%

SMART Wealth34.5%

Brookstone Capital Management10.1%

GOLDMAN SACHS GROUP10.0%

MORGAN STANLEY4.2%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

34th percentile

4 buying2 selling

+3

New

-0

Closed

+41K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 104.1%

Authentikos Wealth Advisory,41.2%

SMART Wealth34.5%

Brookstone Capital Management10.1%

GOLDMAN SACHS GROUP10.0%

MORGAN STANLEY4.2%

Crowding AnalysisModerate

Holders5of 5,944

Avg: 68

Uncrowded62th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

34th percentile

4 buying2 selling

+3

New

-0

Closed

+41K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 104.1%

Authentikos Wealth Advisory,41.2%

SMART Wealth34.5%

Brookstone Capital Management10.1%

GOLDMAN SACHS GROUP10.0%

MORGAN STANLEY4.2%

Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 0.54%Max: 2.38%High conviction (>1%): 1

Authentikos Wealth Advisory,

SMART Wealth

Brookstone Capital Management

GOLDMAN SACHS GROUP

MORGAN STANLEY

AE Wealth Management

Institutional Trends (3 Quarters)

No trend data available for this metric.

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position