SMOM Institutional Ownership
Symmetry Panoramic Sector Momentum ETF
1W: +0.2%
1M: +0.1%
3M: +5.2%
YTD: +13.6%
1Y: +13.6%
$29.25
+0.14 (+0.48%)
Weekly Expected Move ±1.3%
$29
$29
$29
$30
$30
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SMOM
14
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
68M
Total Invested
7
New Positions
4
Increased
2
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (15 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Symmetry Partners, LLC | 2,077,026 | $61M | -22,880 | -1.1% | 4Q | SEC ↗ |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 241,237 | $7M | +143,487 | +146.8% | 2Q | SEC ↗ |
| 3 | Sequoia Financial Advisors, LLC | 46,771 | $1M | -6,706 | -12.5% | 4Q | SEC ↗ |
| 4 | Kestra Advisory Services, LLC | 28,361 | $829K | +52 | +0.2% | 3Q | SEC ↗ |
| 5 | Prime Capital Investment Advisors, LLC | 20,305 | $594K | +264 | +1.3% | 3Q | SEC ↗ |
| 6 | MML INVESTORS SERVICES, LLC NEW | 19,786 | $579K | — | +0.0% | 1Q | SEC ↗ |
| 7 | LPL Financial LLC NEW | 8,621 | $252K | — | +0.0% | 1Q | SEC ↗ |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT NEW | 5,069 | $148K | — | +0.0% | 1Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA NEW | 2,816 | $82K | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG NEW | 1,461 | $43K | — | +0.0% | 1Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 1,437 | $42K | +1,170 | +438.2% | 3Q | SEC ↗ |
| 12 | HARBOUR INVESTMENTS, INC. | 1,007 | $29K | — | +0.0% | 2Q | SEC ↗ |
| 13 | IFG Advisory, LLC NEW | 276 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Integrated Wealth Concepts LLC NEW | 274 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Ameritas Advisory Services, LLC | 0 | $0K | -9,676 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 19,786 | $579K |
| LPL Financial LLC | 8,621 | $252K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 5,069 | $148K |
| ROYAL BANK OF CANADA | 2,816 | $82K |
| UBS Group AG | 1,461 | $43K |
| IFG Advisory, LLC | 276 | $8K |
| Integrated Wealth Concepts LLC | 274 | $8K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ameritas Advisory Services, LLC | 9,676 | $283K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +143,487 | +146.8% | 241,237 |
| OSAIC HOLDINGS, INC. | +1,170 | +438.2% | 1,437 |
| Prime Capital Investment Advisors, | +264 | +1.3% | 20,305 |
| Kestra Advisory Services, LLC | +52 | +0.2% | 28,361 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Symmetry Partners, LLC | -22,880 | -1.1% | 2,077,026 |
| Sequoia Financial Advisors, LLC | -6,706 | -12.5% | 46,771 |