HoldingsChannel.com
Funds Holding SMMD

On this page, we present all of the funds holding SMMD from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SMMD, with a link to that fund's top holdings. The next columns indicate the amount of SMMD stock held by each of the funds holding SMMD, followed by the SMMD position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 123 funds holding SMMD within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Coldstream Capital Management Inc.. For more details on the positions held by Coldstream Capital Management Inc. (or by any of the other funds holding SMMD), click the fund name in the "Holder" column of the funds-holding-SMMD table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Coldstream Capital Management Inc.1,341,668$77,106 06/30/2023
     SMMD1,341,668$77,106 06/30/2023
Fifth Third Bancorp450,141$25,870 06/30/2023
     SMMD450,141$25,870 06/30/2023
Sontag Advisory LLC374,305$21,511 06/30/2023
     SMMD374,305$21,511 06/30/2023
Brio Consultants LLC334,105$19,201 06/30/2023
     SMMD334,105$19,201 06/30/2023
Bank of America Corp DE328,013$18,851 06/30/2023
     SMMD328,013$18,851 06/30/2023
Envestnet Asset Management Inc.295,183$16,964 06/30/2023
     SMMD295,183$16,964 06/30/2023
Truist Financial Corp261,769$15,044 06/30/2023
     SMMD261,769$15,044 06/30/2023
Capital Financial Planning LLC244,008$14,023 06/30/2023
     SMMD244,008$14,023 06/30/2023
US Bancorp DE243,202$13,977 06/30/2023
     SMMD243,202$13,977 06/30/2023
Advisory Resource Group200,842$11,542 06/30/2023
     SMMD200,842$11,542 06/30/2023
Commonwealth Equity Services LLC198,952$11,434 06/30/2023
     SMMD198,952$11,434 06/30/2023
CMH Wealth Management LLC190,482$10,947 06/30/2023
     SMMD190,482$10,947 06/30/2023
Orion Portfolio Solutions LLC178,687$10,269 06/30/2023
     SMMD178,687$10,269 06/30/2023
Cresset Asset Management LLC164,511$9,454 06/30/2023
     SMMD164,511$9,454 06/30/2023
Strategic Wealth Partners Group LLC159,313$9,155 06/30/2023
     SMMD159,313$9,155 06/30/2023
HighTower Advisors LLC132,882$7,633 06/30/2023
     SMMD132,882$7,633 06/30/2023
Colony Group LLC131,421$7,553 06/30/2023
     SMMD131,421$7,553 06/30/2023
CENTRAL TRUST Co131,374$7,550 06/30/2023
     SMMD131,374$7,550 06/30/2023
Kendall Capital Management130,227$7,484 06/30/2023
     SMMD130,227$7,484 06/30/2023
Berger Financial Group Inc122,772$7,056 06/30/2023
     SMMD122,772$7,056 06/30/2023
Global Wealth Strategies & Associates122,713$7,052 06/30/2023
     SMMD122,713$7,052 06/30/2023
UBS Group AG118,874$6,832 06/30/2023
     SMMD118,874$6,832 06/30/2023
Royal Bank of Canada98,757$5,676 06/30/2023
     SMMD98,757$5,676 06/30/2023
BCJ Capital Management LLC68,456$3,934 06/30/2023
     SMMD68,456$3,934 06/30/2023
James J. Burns & Company LLC61,800$3,553 06/30/2023
     SMMD61,800$3,553 06/30/2023
Atria Wealth Solutions Inc.57,337$3,295 06/30/2023
     SMMD57,337$3,295 06/30/2023
LPL Financial LLC49,359$2,837 06/30/2023
     SMMD49,359$2,837 06/30/2023
Janney Montgomery Scott LLC48,595$2,793 06/30/2023
     SMMD48,595$2,793 06/30/2023
CI Private Wealth LLC45,916$2,639 06/30/2023
     SMMD45,916$2,639 06/30/2023
Mariner LLC44,028$2,530 06/30/2023
     SMMD44,028$2,530 06/30/2023
Advisor Group Holdings Inc.42,738$2,456 06/30/2023
     SMMD42,738$2,456 06/30/2023
Benchmark Financial Wealth Advisors LLC39,919$2,294 06/30/2023
     SMMD39,919$2,294 06/30/2023
RFG Advisory LLC38,240$2,198 06/30/2023
     SMMD38,240$2,198 06/30/2023
First Republic Investment Management Inc.35,272$2,027 06/30/2023
     SMMD35,272$2,027 06/30/2023
MML Investors Services LLC35,015$2,012 06/30/2023
     SMMD35,015$2,012 06/30/2023
Lincoln National Corp27,818$1,599 06/30/2023
     SMMD27,818$1,599 06/30/2023
Quadrant Capital Group LLC23,322$1,340 06/30/2023
     SMMD23,322$1,340 06/30/2023
Charter Oak Capital Management LLC22,586$1,298 06/30/2023
     SMMD22,586$1,298 06/30/2023
Atria Investments LLC22,495$1,293 06/30/2023
     SMMD22,495$1,293 06/30/2023
JPMorgan Chase & Co.21,392$1,229 06/30/2023
     SMMD21,392$1,229 06/30/2023
Morgan Stanley20,816$1,196 06/30/2023
     SMMD20,816$1,196 06/30/2023
Johnson Investment Counsel Inc.20,096$1,155 06/30/2023
     SMMD20,096$1,155 06/30/2023
KC Investment Advisors LLC20,063$1,153 06/30/2023
     SMMD20,063$1,153 06/30/2023
Means Investment CO. Inc.19,738$1,134 06/30/2023
     SMMD19,738$1,134 06/30/2023
GoalVest Advisory LLC18,724$1,076 06/30/2023
     SMMD18,724$1,076 06/30/2023
Townsquare Capital LLC19,105$1,047 03/31/2023
     SMMD19,105$1,047 03/31/2023
Raymond James & Associates17,691$1,017 06/30/2023
     SMMD17,691$1,017 06/30/2023
USAdvisors Wealth Management LLC17,559$1,009 06/30/2023
     SMMD17,559$1,009 06/30/2023
STA Wealth Management LLC17,206$989 06/30/2023
     SMMD17,206$989 06/30/2023
Huntington National Bank16,250$934 06/30/2023
     SMMD16,250$934 06/30/2023
Southern Wealth Management LLP16,827$922 03/31/2023
     SMMD16,827$922 03/31/2023
Dfpg Investments LLC14,692$883 06/30/2023
     SMMD14,692$883 06/30/2023
Cetera Advisor Networks LLC14,439$830 06/30/2023
     SMMD14,439$830 06/30/2023
Strong Tower Advisory Services14,405$828 06/30/2023
     SMMD14,405$828 06/30/2023
Heron Bay Capital Management13,912$800 06/30/2023
     SMMD13,912$800 06/30/2023
CWM LLC13,802$793 06/30/2023
     SMMD13,802$793 06/30/2023
Creative Planning13,565$780 06/30/2023
     SMMD13,565$780 06/30/2023
Susquehanna International Group LLP13,134$755 06/30/2023
     SMMD13,134$755 06/30/2023
Apollon Wealth Management LLC12,420$714 06/30/2023
     SMMD12,420$714 06/30/2023
HF Advisory Group LLC12,315$708 06/30/2023
     SMMD12,315$708 06/30/2023
Mercer Global Advisors Inc. ADV11,346$652 06/30/2023
     SMMD11,346$652 06/30/2023
Mather Group LLC.11,218$645 06/30/2023
     SMMD11,218$645 06/30/2023
Bridgeworth LLC11,021$633 06/30/2023
     SMMD11,021$633 06/30/2023
Pathstone Family Office LLC10,522$605 06/30/2023
     SMMD10,522$605 06/30/2023
Putnam FL Investment Management Co.9,451$543 06/30/2023
     SMMD9,451$543 06/30/2023
Atlas Private Wealth Advisors9,374$539 06/30/2023
     SMMD9,374$539 06/30/2023
Eagle Bay Advisors LLC9,295$534 06/30/2023
     SMMD9,295$534 06/30/2023
Beacon Pointe Advisors LLC9,275$533 06/30/2023
     SMMD9,275$533 06/30/2023
EP Wealth Advisors LLC26,474$526 06/30/2023
     SMMD26,474$526 06/30/2023
Procyon Private Wealth Partners LLC9,136$525 06/30/2023
     SMMD9,136$525 06/30/2023
Raymond James Financial Services Advisors Inc.9,122$524 06/30/2023
     SMMD9,122$524 06/30/2023
Bremer Bank National Association8,977$516 06/30/2023
     SMMD8,977$516 06/30/2023
One Wealth Advisors LLC7,993$459 06/30/2023
     SMMD7,993$459 06/30/2023
Treynor Bancshares Inc.8,830$444 06/30/2023
     SMMD8,830$444 06/30/2023
Principal Financial Group Inc.7,685$442 06/30/2023
     SMMD7,685$442 06/30/2023
Mayflower Financial Advisors LLC7,428$427 06/30/2023
     SMMD7,428$427 06/30/2023
Tower Research Capital LLC TRC 7,192$413 06/30/2023
     SMMD7,192$413 06/30/2023
Captrust Financial Advisors7,061$406 06/30/2023
     SMMD7,061$406 06/30/2023
Legacy Trust6,900$397 06/30/2023
     SMMD6,900$397 06/30/2023
Blair William & Co. IL6,835$393 06/30/2023
     SMMD6,835$393 06/30/2023
Avantax Advisory Services Inc.6,738$387 06/30/2023
     SMMD6,738$387 06/30/2023
Ronald Blue Trust Inc.6,414$352 06/30/2023
     SMMD6,414$352 06/30/2023
Little House Capital LLC5,861$337 06/30/2023
     SMMD5,861$337 06/30/2023
Citadel Advisors LLC5,768$331 06/30/2023
     SMMD5,768$331 06/30/2023
Van Cleef Asset Management Inc5,680$326 06/30/2023
     SMMD5,680$326 06/30/2023
Tcwp LLC5,313$305 06/30/2023
     SMMD5,313$305 06/30/2023
OneAscent Wealth Management LLC5,106$293 06/30/2023
     SMMD5,106$293 06/30/2023
Sepio Capital LP5,065$291 06/30/2023
     SMMD5,065$291 06/30/2023
Perigon Wealth Management LLC5,027$289 06/30/2023
     SMMD5,027$289 06/30/2023
Cetera Investment Advisers5,011$288 06/30/2023
     SMMD5,011$288 06/30/2023
O Shaughnessy Asset Management LLC4,925$283 06/30/2023
     SMMD4,925$283 06/30/2023
TRUE Private Wealth Advisors4,629$266 06/30/2023
     SMMD4,629$266 06/30/2023
Mutual Advisors LLC4,530$260 06/30/2023
     SMMD4,530$260 06/30/2023
Bank of New York Mellon Corp4,442$255 06/30/2023
     SMMD4,442$255 06/30/2023
Pure Financial Advisors Inc.4,395$253 06/30/2023
     SMMD4,395$253 06/30/2023
Firestone Capital Management4,000$237 06/30/2023
     SMMD4,000$237 06/30/2023
DT Investment Partners LLC3,718$223 06/30/2023
     SMMD3,718$223 06/30/2023
PFG Advisors3,851$221 06/30/2023
     SMMD3,851$221 06/30/2023
Mayfair Advisory Group LLC3,885$221 06/30/2023
     SMMD3,885$221 06/30/2023
Congress Wealth Management LLC DE 3,825$220 06/30/2023
     SMMD3,825$220 06/30/2023
Sawtooth Solutions LLC3,780$217 06/30/2023
     SMMD3,780$217 06/30/2023
Whittier Trust Co.3,239$186 06/30/2023
     SMMD3,239$186 06/30/2023
Wells Fargo & Company MN2,946$169 06/30/2023
     SMMD2,946$169 06/30/2023
Carmichael Hill & Associates Inc.2,102$121 06/30/2023
     SMMD2,102$121 06/30/2023
Bessemer Group Inc.1,940$111 06/30/2023
     SMMD1,940$111 06/30/2023
FMR LLC1,744$100 06/30/2023
     SMMD1,744$100 06/30/2023
Armstrong Advisory Group Inc.1,127$65 06/30/2023
     SMMD1,127$65 06/30/2023
ORG Partners LLC754$43 06/30/2023
     SMMD754$43 06/30/2023
Parallel Advisors LLC598$34 06/30/2023
     SMMD598$34 06/30/2023
Harbour Investments Inc.566$33 06/30/2023
     SMMD566$33 06/30/2023
Spire Wealth Management449$26 06/30/2023
     SMMD449$26 06/30/2023
Goodwin Investment Advisory438$25 06/30/2023
     SMMD438$25 06/30/2023
Whittier Trust Co. of Nevada Inc.400$23 06/30/2023
     SMMD400$23 06/30/2023
IFP Advisors Inc369$21 06/30/2023
     SMMD369$21 06/30/2023
Twin Lakes Capital Management LLC334$19 06/30/2023
     SMMD334$19 06/30/2023
FinTrust Capital Advisors LLC232$12 06/30/2023
     SMMD232$12 06/30/2023
Global Retirement Partners LLC174$10 06/30/2023
     SMMD174$10 06/30/2023
Geneos Wealth Management Inc.127$7 06/30/2023
     SMMD127$7 06/30/2023
M&R Capital Management Inc.100$6 06/30/2023
     SMMD100$6 06/30/2023
Horan Securities Inc.96$6 06/30/2023
     SMMD96$6 06/30/2023
Cary Street Partners Investment Advisory LLC80$5 06/30/2023
     SMMD80$5 06/30/2023
Live Oak Investment Partners18$1 06/30/2023
     SMMD18$1 06/30/2023
Proequities Inc.0$0 06/30/2023
     SMMD0$0 06/30/2023
Citigroup Inc.8$0 06/30/2023
     SMMD8$0 06/30/2023

See Summary: Institutional Holders of SMMD
See Details: Top 10 Hedge Funds Holding SMMD
Also See: SMMD Holdings Changes

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