SMOM institutional holders
SYMMETRY PANORAMIC TR · 13F, 2026Q2
| Managers holding | 14 |
|---|---|
| Shares held | 2,454,447 |
| Reported value | $68.3m |
| Quarter flows | 7 new, 4 added, 2 trimmed, 0 exited |
Top 14 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Symmetry Partners, LLC | 2,077,026 | $57.8m | 2.9% |
| ENVESTNET ASSET MANAGEMENT INC | 241,237 | $6.7m | 0.0% |
| Sequoia Financial Advisors, LLC | 46,771 | $1.3m | 0.0% |
| Kestra Advisory Services, LLC | 28,361 | $789,530 | 0.0% |
| Prime Capital Investment Advisors, LLC | 20,305 | $565,269 | 0.0% |
| MML INVESTORS SERVICES, LLC | 19,786 | $550,833 | 0.0% |
| LPL Financial LLC | 8,621 | $239,999 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,069 | $141,115 | 0.0% |
| ROYAL BANK OF CANADA | 2,816 | $78,000 | 0.0% |
| UBS Group AG | 1,461 | $40,673 | 0.0% |
| OSAIC HOLDINGS, INC. | 1,437 | $40,002 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 1,007 | $28,034 | 0.0% |
| IFG Advisory, LLC | 276 | $7,684 | 0.0% |
| Integrated Wealth Concepts LLC | 274 | $7,628 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("SMOM"). SMOM price history · All 13F data