H
Hilton Small-MidCap Opportunity
SMCO • NASDAQ
Hilton Small-MidCap Opportunity is an exchange-traded fund on NASDAQ. As of Q3 2025, 13 institutional investors hold shares in this ETF, with total holdings valued at $33.4M. Crumly & Associates Inc. is the largest holder with a position valued at $13.5M.
Overview
Overview of institutional ownership in SMCO as of Q3 2025
All Institutions
- Institutions
- 13
- Value Held
- $33.4M
- Shares Held
- 1.2M
- Avg Position
- $2.6M
- Median Position
- $1.3M
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $353.0K
- Shares Held
- 13.1K
- Avg Position
- $353.0K
- Median Position
- $353.0K
Biggest Investors
Institutions with the largest positions in SMCO as of Q3 2025
| Institution | Position Value |
|---|---|
 Crumly & Associates Inc. RIA/Wealth | $13.5M 2.96% of portfolio |
 Visionary Wealth Advisors RIA/Wealth | $4.0M 0.19% of portfolio |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | $4.0M 0.03% of portfolio |
 Snowden Capital Advisors LLC RIA/Wealth | $3.4M 0.09% of portfolio |
F FULTON BANK, N.A. Institution | $2.9M 0.21% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $2.9M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $1.3M 0.00% of portfolio |
B BENJAMIN EDWARDS INC Institution | $602.8K 0.01% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $502.1K 0.00% of portfolio |
 PIER 88 INVESTMENT PARTNERS LLC Hedge Fund•Long/Short | $353.0K 0.37% of portfolio |
Net Capital Flow
Institutional buying and selling activity for SMCO in Q3 2025
- Traded
- +$633.8K
- Buyers
- 10
- Sellers
- 4
- Total Bought
- +$10.3M
- Total Sold
- −$9.7M
- Avg Position
- $2.0M
Biggest Buyers
| Institution | Net Bought |
|---|---|
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | +$3.1M +116.1K shares |
Snowden Capital Advisors LLC RIA/Wealth | +$2.4M +90.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$2.4M +87.3K shares |
Crumly & Associates Inc. RIA/Wealth | +$1.6M +58.0K shares |
F FULTON BANK, N.A. Institution | +$306.9K +11.4K shares |
PIER 88 INVESTMENT PARTNERS LLC Hedge Fund•Long/Short | +$229.0K +8.5K shares |
B BENJAMIN EDWARDS INC Institution | +$132.6K +4.9K shares |
A Advisor Group Holdings, Inc. Institution | +$79.2K +3.0K shares |
Visionary Wealth Advisors RIA/Wealth | +$47.3K +1.8K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$46.0K +1.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Hilton Capital Management, LLC Long Only Manager | −$7.7M −298.4K shares |
G GTS SECURITIES LLC Institution | −$1.4M −55.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$589.3K −23.0K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$33.4K −1.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited SMCO in Q3 2025
- New Positions
- 0
- New Value
- -
- Exited Positions
- 4
- Exited Value
- $9.7M
New Positions
| Institution | Position Value |
|---|---|
| No new positions found | |
Exited Positions
| Institution | Previous Position |
|---|---|
Hilton Capital Management, LLC Long Only Manager | $7.7M 298.4K shares |
G GTS SECURITIES LLC Institution | $1.4M 55.0K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $589.3K 23.0K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $33.4K 1.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in SMCO as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with SMCO as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Crumly & Associates Inc. RIA/Wealth | 2.96% $13.5M |
PIER 88 INVESTMENT PARTNERS LLC Hedge Fund•Long/Short | 0.37% $353.0K |
F FULTON BANK, N.A. Institution | 0.21% $2.9M |
Visionary Wealth Advisors RIA/Wealth | 0.19% $4.0M |
Snowden Capital Advisors LLC RIA/Wealth | 0.09% $3.4M |
W WILEY BROS.-AINTREE CAPITAL, LLC Institution | 0.03% $4.0M |
B BENJAMIN EDWARDS INC Institution | 0.01% $602.8K |
A Advisor Group Holdings, Inc. Institution | 0.00% $1.3M |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | 0.00% $2.9M |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | 0.00% $502.1K |
Hedge Fund Spotlight
Discover hedge funds investing in SMCO
PIER 88 INVESTMENT PARTNERS LLC
Hedge Fund • Long/Short
Portfolio ManagerFrancis Thomas Timons
- Portfolio Value
- $94.4M
- Positions
- 85
- Last Reported
- Q3 2025
Sector Allocation
H
Position in Hilton Small-MidCap Opportunity
- Market Value
- $353.0K
- Shares Held
- 13.1K
- Portfolio Weight
- 0.37%
- Owned Since
- 2024-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $5.3M | 5.64% | |
Unknown Unknown | $5.1M | 5.43% | |
Industrial - Machinery Industrials | $4.6M | 4.87% |
