Joel Greenblatt's SMIG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 145,154 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) worth $4.76 M, representing 0.01% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in SMIG for several quarters, showing initial confidence in the investment. Largest reduction occurred in Q1 2026, reducing 24,846 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -24,846 | Reduce 14.62% | 145,154 | $29.35 |
| Q3 2025 | +170,000 | New Buy | 170,000 | $29.62 |
Joel Greenblatt's Bahl & Gaynor Small/Mid Cap Income Growth ETF Investment FAQs
Joel Greenblatt first purchased Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) in Q3 2025, acquiring 170,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) for 4 quarters since Q3 2025.
Joel Greenblatt's largest addition to Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) was in Q3 2025, adding 170,000 shares worth $5.04 M.
According to the latest 13F filing for Q2 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 145,154 shares of Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG), valued at approximately $4.76 M.
As of the Q2 2026 filing, Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Bahl & Gaynor Small/Mid Cap Income Growth ETF (SMIG) was 170,000 shares, as reported at the end of Q3 2025.