HoldingsChannel.com
On this page, we present all of the funds holding SMLV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SMLV, with a link to that fund's top holdings. The next columns indicate the amount of SMLV stock held by each of the funds holding SMLV, followed by the SMLV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 74 funds holding SMLV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Congress Wealth Management LLC DE . For more details on the positions held by Congress Wealth Management LLC DE (or by any of the other funds holding SMLV), click the fund name in the "Holder" column of the funds-holding-SMLV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Congress Wealth Management LLC DE | 166,189 | $18,620 | 03/31/2024 |
| SMLV | 166,189 | $18,620 | 03/31/2024 |
| McNaughton Wealth Management LLC | 86,217 | $9,660 | 03/31/2024 |
| SMLV | 86,217 | $9,660 | 03/31/2024 |
| DORVAL Corp | 65,213 | $7,338 | 12/31/2023 |
| SMLV | 65,213 | $7,338 | 12/31/2023 |
| LPL Financial LLC | 55,872 | $6,287 | 12/31/2023 |
| SMLV | 55,872 | $6,287 | 12/31/2023 |
| Kestra Advisory Services LLC | 44,541 | $5,012 | 12/31/2023 |
| SMLV | 44,541 | $5,012 | 12/31/2023 |
| Commonwealth Equity Services LLC | 35,742 | $4,022 | 12/31/2023 |
| SMLV | 35,742 | $4,022 | 12/31/2023 |
| Goldman Sachs Group Inc. | 21,612 | $2,432 | 12/31/2023 |
| SMLV | 21,612 | $2,432 | 12/31/2023 |
| Envestnet Asset Management Inc. | 21,271 | $2,393 | 12/31/2023 |
| SMLV | 21,271 | $2,393 | 12/31/2023 |
| IAG Wealth Partners LLC | 18,837 | $2,120 | 12/31/2023 |
| SMLV | 18,837 | $2,120 | 12/31/2023 |
| Ameriprise Financial Inc. | 16,825 | $1,893 | 12/31/2023 |
| SMLV | 16,825 | $1,893 | 12/31/2023 |
| Johnson & White Wealth Management LLC | 16,737 | $1,875 | 03/31/2024 |
| SMLV | 16,737 | $1,875 | 03/31/2024 |
| Bank of America Corp DE | 16,406 | $1,846 | 12/31/2023 |
| SMLV | 16,406 | $1,846 | 12/31/2023 |
| Morgan Stanley | 16,072 | $1,809 | 12/31/2023 |
| SMLV | 16,072 | $1,809 | 12/31/2023 |
| Equitable Holdings Inc. | 14,311 | $1,610 | 12/31/2023 |
| SMLV | 14,311 | $1,610 | 12/31/2023 |
| NovaPoint Capital LLC | 12,877 | $1,443 | 03/31/2024 |
| SMLV | 12,877 | $1,443 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 12,073 | $1,358 | 12/31/2023 |
| SMLV | 12,073 | $1,358 | 12/31/2023 |
| Avantax Advisory Services Inc. | 9,287 | $1,045 | 12/31/2023 |
| SMLV | 9,287 | $1,045 | 12/31/2023 |
| UBS Group AG | 9,195 | $1,035 | 12/31/2023 |
| SMLV | 9,195 | $1,035 | 12/31/2023 |
| Marshall Financial Group LLC | 9,140 | $1,028 | 12/31/2023 |
| SMLV | 9,140 | $1,028 | 12/31/2023 |
| Insight Advisors LLC PA | 8,978 | $1,010 | 12/31/2023 |
| SMLV | 8,978 | $1,010 | 12/31/2023 |
| Capital Analysts LLC | 8,678 | $976 | 12/31/2023 |
| SMLV | 8,678 | $976 | 12/31/2023 |
| Cowa LLC | 8,170 | $919 | 12/31/2023 |
| SMLV | 8,170 | $919 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 7,630 | $859 | 12/31/2023 |
| SMLV | 7,630 | $859 | 12/31/2023 |
| HBW Advisory Services LLC | 7,301 | $821 | 12/31/2023 |
| SMLV | 7,301 | $821 | 12/31/2023 |
| Pacific Sun Financial Corp | 7,183 | $808 | 12/31/2023 |
| SMLV | 7,183 | $808 | 12/31/2023 |
| Advisor Group Holdings Inc. | 7,135 | $804 | 12/31/2023 |
| SMLV | 7,135 | $804 | 12/31/2023 |
| United Capital Financial Advisers LLC | 6,988 | $786 | 12/31/2023 |
| SMLV | 6,988 | $786 | 12/31/2023 |
| Citadel Advisors LLC | 6,908 | $777 | 12/31/2023 |
| SMLV | 6,908 | $777 | 12/31/2023 |
| Citigroup Inc. | 6,856 | $771 | 12/31/2023 |
| SMLV | 6,856 | $771 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 6,156 | $693 | 12/31/2023 |
| SMLV | 6,156 | $693 | 12/31/2023 |
| HF Advisory Group LLC | 6,119 | $689 | 12/31/2023 |
| SMLV | 6,119 | $689 | 12/31/2023 |
| Navis Wealth Advisors LLC | 5,799 | $653 | 12/31/2023 |
| SMLV | 5,799 | $653 | 12/31/2023 |
| Roffman Miller Associates Inc. PA | 5,243 | $590 | 12/31/2023 |
| SMLV | 5,243 | $590 | 12/31/2023 |
| Resources Investment Advisors LLC. | 5,065 | $570 | 12/31/2023 |
| SMLV | 5,065 | $570 | 12/31/2023 |
| Private Advisor Group LLC | 4,783 | $538 | 12/31/2023 |
| SMLV | 4,783 | $538 | 12/31/2023 |
| HighTower Advisors LLC | 4,777 | $537 | 12/31/2023 |
| SMLV | 4,777 | $537 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 4,125 | $462 | 03/31/2024 |
| SMLV | 4,125 | $462 | 03/31/2024 |
| Dohj LLC | 3,848 | $431 | 03/31/2024 |
| SMLV | 3,848 | $431 | 03/31/2024 |
| Strategic Blueprint LLC | 3,309 | $372 | 12/31/2023 |
| SMLV | 3,309 | $372 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 3,227 | $363 | 12/31/2023 |
| SMLV | 3,227 | $363 | 12/31/2023 |
| Miracle Mile Advisors LLC | 3,150 | $353 | 03/31/2024 |
| SMLV | 3,150 | $353 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 2,989 | $335 | 03/31/2024 |
| SMLV | 2,989 | $335 | 03/31/2024 |
| JPMorgan Chase & Co. | 2,958 | $333 | 12/31/2023 |
| SMLV | 2,958 | $333 | 12/31/2023 |
| Jaffetilchin Investment Partners LLC | 2,859 | $322 | 12/31/2023 |
| SMLV | 2,859 | $322 | 12/31/2023 |
| Financial Advocates Investment Management | 2,744 | $309 | 12/31/2023 |
| SMLV | 2,744 | $309 | 12/31/2023 |
| SageView Advisory Group LLC | 2,515 | $279 | 12/31/2023 |
| SMLV | 2,515 | $279 | 12/31/2023 |
| Cetera Advisors LLC | 2,145 | $241 | 12/31/2023 |
| SMLV | 2,145 | $241 | 12/31/2023 |
| High Net Worth Advisory Group LLC | 2,014 | $226 | 03/31/2024 |
| SMLV | 2,014 | $226 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 1,905 | $214 | 12/31/2023 |
| SMLV | 1,905 | $214 | 12/31/2023 |
| Grey Fox Wealth Advisors LLC | 1,825 | $204 | 03/31/2024 |
| SMLV | 1,825 | $204 | 03/31/2024 |
| SOA Wealth Advisors LLC. | 1,317 | $148 | 03/31/2024 |
| SMLV | 1,317 | $148 | 03/31/2024 |
| Benjamin F. Edwards & Company Inc. | 736 | $83 | 12/31/2023 |
| SMLV | 736 | $83 | 12/31/2023 |
| IFP Advisors Inc | 606 | $68 | 12/31/2023 |
| SMLV | 606 | $68 | 12/31/2023 |
| Royal Bank of Canada | 455 | $51 | 12/31/2023 |
| SMLV | 455 | $51 | 12/31/2023 |
| Sage Mountain Advisors LLC | 452 | $51 | 12/31/2023 |
| SMLV | 452 | $51 | 12/31/2023 |
| AdvisorNet Financial Inc | 369 | $41 | 03/31/2024 |
| SMLV | 369 | $41 | 03/31/2024 |
| Principal Securities Inc. | 312 | $35 | 12/31/2023 |
| SMLV | 312 | $35 | 12/31/2023 |
| Steward Partners Investment Advisory LLC | 270 | $30 | 12/31/2023 |
| SMLV | 270 | $30 | 12/31/2023 |
| DB Wealth Management Group LLC | 215 | $24 | 12/31/2023 |
| SMLV | 215 | $24 | 12/31/2023 |
| Valley National Advisers Inc. | 191 | $21 | 12/31/2023 |
| SMLV | 191 | $21 | 12/31/2023 |
| Tidemark LLC | 162 | $18 | 12/31/2023 |
| SMLV | 162 | $18 | 12/31/2023 |
| Spire Wealth Management | 158 | $17 | 12/31/2023 |
| SMLV | 158 | $17 | 12/31/2023 |
| Winthrop Capital Management LLC | 138 | $16 | 12/31/2023 |
| SMLV | 138 | $16 | 12/31/2023 |
| Asset Dedication LLC | 135 | $15 | 03/31/2024 |
| SMLV | 135 | $15 | 03/31/2024 |
| Rockbridge Investment Management LCC | 133 | $15 | 12/31/2023 |
| SMLV | 133 | $15 | 12/31/2023 |
| Bell Investment Advisors Inc | 132 | $15 | 12/31/2023 |
| SMLV | 132 | $15 | 12/31/2023 |
| NBC Securities Inc. | 110 | $12 | 03/31/2024 |
| SMLV | 110 | $12 | 03/31/2024 |
| FMR LLC | 103 | $12 | 12/31/2023 |
| SMLV | 103 | $12 | 12/31/2023 |
| Bogart Wealth LLC | 98 | $11 | 12/31/2023 |
| SMLV | 98 | $11 | 12/31/2023 |
| Harbour Investments Inc. | 80 | $9 | 12/31/2023 |
| SMLV | 80 | $9 | 12/31/2023 |
| Aspire Wealth Management Corp | 77 | $9 | 12/31/2023 |
| SMLV | 77 | $9 | 12/31/2023 |
| Farther Finance Advisors LLC | 61 | $7 | 12/31/2023 |
| SMLV | 61 | $7 | 12/31/2023 |
| Sunbelt Securities Inc. | 10 | $1 | 03/31/2024 |
| SMLV | 10 | $1 | 03/31/2024 |
| Wells Fargo & Company MN | 0 | $0 | 12/31/2023 |
| SMLV | 0 | $0 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| SMLV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SMLV
See Details: Top 10 Hedge Funds Holding SMLV
Also See: SMLV Holdings Changes
 Free SMLV Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
