HoldingsChannel.com
On this page, we present all of the funds holding SMMV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SMMV, with a link to that fund's top holdings. The next columns indicate the amount of SMMV stock held by each of the funds holding SMMV, followed by the SMMV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 117 funds holding SMMV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James & Associates. For more details on the positions held by Raymond James & Associates (or by any of the other funds holding SMMV), click the fund name in the "Holder" column of the funds-holding-SMMV table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Raymond James & Associates | 12,900,517 | $483,124 | 03/31/2024 |
| SMMV | 12,900,517 | $483,124 | 03/31/2024 |
| Mercer Global Advisors Inc. ADV | 4,329,332 | $154,514 | 12/31/2023 |
| SMMV | 4,329,332 | $154,514 | 12/31/2023 |
| Envestnet Asset Management Inc. | 4,122,429 | $147,129 | 12/31/2023 |
| SMMV | 4,122,429 | $147,129 | 12/31/2023 |
| Bank of America Corp DE | 1,076,925 | $38,435 | 12/31/2023 |
| SMMV | 1,076,925 | $38,435 | 12/31/2023 |
| Raymond James Financial Services Advisors Inc. | 412,576 | $15,451 | 03/31/2024 |
| SMMV | 412,576 | $15,451 | 03/31/2024 |
| Wealth Management Resources Inc. | 328,098 | $12,287 | 03/31/2024 |
| SMMV | 328,098 | $12,287 | 03/31/2024 |
| Ameriprise Financial Inc. | 242,282 | $8,641 | 12/31/2023 |
| SMMV | 242,282 | $8,641 | 12/31/2023 |
| Commonwealth Equity Services LLC | 218,943 | $8,199 | 03/31/2024 |
| SMMV | 218,943 | $8,199 | 03/31/2024 |
| LPL Financial LLC | 207,047 | $7,390 | 12/31/2023 |
| SMMV | 207,047 | $7,390 | 12/31/2023 |
| UBS Group AG | 155,383 | $5,546 | 12/31/2023 |
| SMMV | 155,383 | $5,546 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 141,125 | $5,285 | 03/31/2024 |
| SMMV | 141,125 | $5,285 | 03/31/2024 |
| Raymond James Trust N.A. | 139,551 | $5,226 | 03/31/2024 |
| SMMV | 139,551 | $5,226 | 03/31/2024 |
| Summit Global Investments | 127,099 | $4,760 | 03/31/2024 |
| SMMV | 127,099 | $4,760 | 03/31/2024 |
| Brickley Wealth Management | 126,844 | $4,750 | 03/31/2024 |
| SMMV | 126,844 | $4,750 | 03/31/2024 |
| Wade Financial Advisory Inc | 128,319 | $4,580 | 12/31/2023 |
| SMMV | 128,319 | $4,580 | 12/31/2023 |
| Creative Planning | 92,607 | $3,305 | 12/31/2023 |
| SMMV | 92,607 | $3,305 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 92,271 | $3,293 | 12/31/2023 |
| SMMV | 92,271 | $3,293 | 12/31/2023 |
| MML Investors Services LLC | 81,864 | $2,922 | 12/31/2023 |
| SMMV | 81,864 | $2,922 | 12/31/2023 |
| Rehmann Capital Advisory Group | 71,123 | $2,664 | 03/31/2024 |
| SMMV | 71,123 | $2,664 | 03/31/2024 |
| Royal Bank of Canada | 47,950 | $1,711 | 12/31/2023 |
| SMMV | 47,950 | $1,711 | 12/31/2023 |
| High Net Worth Advisory Group LLC | 44,764 | $1,676 | 03/31/2024 |
| SMMV | 44,764 | $1,676 | 03/31/2024 |
| Apollon Wealth Management LLC | 43,982 | $1,647 | 03/31/2024 |
| SMMV | 43,982 | $1,647 | 03/31/2024 |
| Steward Partners Investment Advisory LLC | 44,955 | $1,604 | 12/31/2023 |
| SMMV | 44,955 | $1,604 | 12/31/2023 |
| Citadel Advisors LLC | 44,473 | $1,587 | 12/31/2023 |
| SMMV | 44,473 | $1,587 | 12/31/2023 |
| Armbruster Capital Management Inc. | 41,125 | $1,540 | 03/31/2024 |
| SMMV | 41,125 | $1,540 | 03/31/2024 |
| Burns Matteson Capital Management LLC | 40,371 | $1,441 | 12/31/2023 |
| SMMV | 40,371 | $1,441 | 12/31/2023 |
| Sage Mountain Advisors LLC | 33,080 | $1,239 | 03/31/2024 |
| SMMV | 33,080 | $1,239 | 03/31/2024 |
| Integrated Wealth Concepts LLC | 34,639 | $1,236 | 12/31/2023 |
| SMMV | 34,639 | $1,236 | 12/31/2023 |
| Kestra Advisory Services LLC | 32,919 | $1,175 | 12/31/2023 |
| SMMV | 32,919 | $1,175 | 12/31/2023 |
| Leelyn Smith LLC | 29,365 | $1,048 | 12/31/2023 |
| SMMV | 29,365 | $1,048 | 12/31/2023 |
| Consolidated Planning Corp | 27,075 | $1,014 | 03/31/2024 |
| SMMV | 27,075 | $1,014 | 03/31/2024 |
| IHT Wealth Management LLC | 27,364 | $977 | 12/31/2023 |
| SMMV | 27,364 | $977 | 12/31/2023 |
| Axxcess Wealth Management LLC | 27,163 | $969 | 12/31/2023 |
| SMMV | 27,163 | $969 | 12/31/2023 |
| Wells Fargo & Company MN | 24,982 | $892 | 12/31/2023 |
| SMMV | 24,982 | $892 | 12/31/2023 |
| Aurum Wealth Management Group LLC | 23,645 | $886 | 03/31/2024 |
| SMMV | 23,645 | $886 | 03/31/2024 |
| Private Advisor Group LLC | 23,137 | $866 | 03/31/2024 |
| SMMV | 23,137 | $866 | 03/31/2024 |
| Susquehanna International Group LLP | 22,027 | $825 | 03/31/2024 |
| SMMV | 22,027 | $825 | 03/31/2024 |
| Patriot Investment Management Inc. | 20,772 | $778 | 03/31/2024 |
| SMMV | 20,772 | $778 | 03/31/2024 |
| Resource Planning Group | 19,375 | $691 | 12/31/2023 |
| SMMV | 19,375 | $691 | 12/31/2023 |
| Mosaic Family Wealth Partners LLC | 16,947 | $605 | 12/31/2023 |
| SMMV | 16,947 | $605 | 12/31/2023 |
| Truist Financial Corp | 16,738 | $597 | 12/31/2023 |
| SMMV | 16,738 | $597 | 12/31/2023 |
| Evergreen Capital Management LLC | 16,680 | $595 | 12/31/2023 |
| SMMV | 16,680 | $595 | 12/31/2023 |
| Prime Capital Investment Advisors LLC | 15,479 | $552 | 12/31/2023 |
| SMMV | 15,479 | $552 | 12/31/2023 |
| Fortune Financial Advisors LLC | 13,607 | $510 | 03/31/2024 |
| SMMV | 13,607 | $510 | 03/31/2024 |
| Two Sigma Investments LP | 13,900 | $496 | 12/31/2023 |
| SMMV | 13,900 | $496 | 12/31/2023 |
| HBK Sorce Advisory LLC | 13,451 | $480 | 12/31/2023 |
| SMMV | 13,451 | $480 | 12/31/2023 |
| Adamsbrown Wealth Consultants LLC | 12,466 | $467 | 03/31/2024 |
| SMMV | 12,466 | $467 | 03/31/2024 |
| Global Assets Advisory LLC | 12,357 | $463 | 03/31/2024 |
| SMMV | 12,357 | $463 | 03/31/2024 |
| Captrust Financial Advisors | 12,898 | $460 | 12/31/2023 |
| SMMV | 12,898 | $460 | 12/31/2023 |
| Wealth Enhancement Advisory Services LLC | 12,188 | $456 | 03/31/2024 |
| SMMV | 12,188 | $456 | 03/31/2024 |
| Thrivent Financial for Lutherans | 11,891 | $424 | 12/31/2023 |
| SMMV | 11,891 | $424 | 12/31/2023 |
| Advisor Group Holdings Inc. | 11,041 | $394 | 12/31/2023 |
| SMMV | 11,041 | $394 | 12/31/2023 |
| TBH Global Asset Management LLC | 10,606 | $379 | 12/31/2023 |
| SMMV | 10,606 | $379 | 12/31/2023 |
| RSM US Wealth Management LLC | 9,914 | $371 | 03/31/2024 |
| SMMV | 9,914 | $371 | 03/31/2024 |
| Moloney Securities Asset Management LLC | 8,636 | $323 | 03/31/2024 |
| SMMV | 8,636 | $323 | 03/31/2024 |
| Thoroughbred Financial Services LLC | 8,526 | $319 | 03/31/2024 |
| SMMV | 8,526 | $319 | 03/31/2024 |
| JPMorgan Chase & Co. | 8,718 | $311 | 12/31/2023 |
| SMMV | 8,718 | $311 | 12/31/2023 |
| First Citizens Bank & Trust Co. | 7,012 | $263 | 03/31/2024 |
| SMMV | 7,012 | $263 | 03/31/2024 |
| Concurrent Investment Advisors LLC | 7,020 | $263 | 03/31/2024 |
| SMMV | 7,020 | $263 | 03/31/2024 |
| Buckingham Strategic Partners | 7,109 | $254 | 12/31/2023 |
| SMMV | 7,109 | $254 | 12/31/2023 |
| DB Wealth Management Group LLC | 7,075 | $253 | 12/31/2023 |
| SMMV | 7,075 | $253 | 12/31/2023 |
| Tower Research Capital LLC TRC | 6,999 | $250 | 12/31/2023 |
| SMMV | 6,999 | $250 | 12/31/2023 |
| Ameritas Advisory Services LLC | 6,879 | $246 | 12/31/2023 |
| SMMV | 6,879 | $246 | 12/31/2023 |
| First Bank & Trust | 6,458 | $242 | 03/31/2024 |
| SMMV | 6,458 | $242 | 03/31/2024 |
| Morgan Stanley | 6,766 | $242 | 12/31/2023 |
| SMMV | 6,766 | $242 | 12/31/2023 |
| Harbour Investments Inc. | 6,345 | $226 | 12/31/2023 |
| SMMV | 6,345 | $226 | 12/31/2023 |
| Financial Advisors LLC | 5,856 | $219 | 03/31/2024 |
| SMMV | 5,856 | $219 | 03/31/2024 |
| Resources Investment Advisors LLC. | 6,099 | $218 | 12/31/2023 |
| SMMV | 6,099 | $218 | 12/31/2023 |
| Raymond James Trust CO. of NH | 5,761 | $216 | 03/31/2024 |
| SMMV | 5,761 | $216 | 03/31/2024 |
| Avantax Advisory Services Inc. | 5,976 | $213 | 12/31/2023 |
| SMMV | 5,976 | $213 | 12/31/2023 |
| Cetera Advisor Networks LLC | 5,893 | $210 | 12/31/2023 |
| SMMV | 5,893 | $210 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 5,316 | $190 | 12/31/2023 |
| SMMV | 5,316 | $190 | 12/31/2023 |
| S.A. Mason LLC | 4,638 | $174 | 03/31/2024 |
| SMMV | 4,638 | $174 | 03/31/2024 |
| Criterion Capital Advisors LLC | 3,892 | $146 | 03/31/2024 |
| SMMV | 3,892 | $146 | 03/31/2024 |
| Wetzel Investment Advisors Inc. | 3,839 | $136 | 03/31/2024 |
| SMMV | 3,839 | $136 | 03/31/2024 |
| Spire Wealth Management | 2,990 | $112 | 03/31/2024 |
| SMMV | 2,990 | $112 | 03/31/2024 |
| FMR LLC | 2,659 | $95 | 12/31/2023 |
| SMMV | 2,659 | $95 | 12/31/2023 |
| Comerica Bank | 2,456 | $88 | 12/31/2023 |
| SMMV | 2,456 | $88 | 12/31/2023 |
| Stephens Consulting LLC | 2,328 | $87 | 03/31/2024 |
| SMMV | 2,328 | $87 | 03/31/2024 |
| Provident Wealth Management LLC | 1,753 | $66 | 03/31/2024 |
| SMMV | 1,753 | $66 | 03/31/2024 |
| Ameritas Investment Partners Inc. | 1,568 | $56 | 12/31/2023 |
| SMMV | 1,568 | $56 | 12/31/2023 |
| EverSource Wealth Advisors LLC | 1,331 | $48 | 12/31/2023 |
| SMMV | 1,331 | $48 | 12/31/2023 |
| Global Retirement Partners LLC | 1,152 | $43 | 03/31/2024 |
| SMMV | 1,152 | $43 | 03/31/2024 |
| Colonial Trust Advisors | 1,125 | $40 | 12/31/2023 |
| SMMV | 1,125 | $40 | 12/31/2023 |
| Front Row Advisors LLC | 1,050 | $37 | 12/31/2023 |
| SMMV | 1,050 | $37 | 12/31/2023 |
| Pacific Center for Financial Services | 834 | $30 | 12/31/2023 |
| SMMV | 834 | $30 | 12/31/2023 |
| Ronald Blue Trust Inc. | 592 | $22 | 03/31/2024 |
| SMMV | 592 | $22 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 558 | $20 | 12/31/2023 |
| SMMV | 558 | $20 | 12/31/2023 |
| Beacon Capital Management LLC | 555 | $18 | 12/31/2023 |
| SMMV | 555 | $18 | 12/31/2023 |
| US Bancorp DE | 454 | $17 | 03/31/2024 |
| SMMV | 454 | $17 | 03/31/2024 |
| Aspect Partners LLC | 379 | $14 | 12/31/2023 |
| SMMV | 379 | $14 | 12/31/2023 |
| Blair William & Co. IL | 317 | $11 | 12/31/2023 |
| SMMV | 317 | $11 | 12/31/2023 |
| Sugarloaf Wealth Management LLC | 238 | $9 | 03/31/2024 |
| SMMV | 238 | $9 | 03/31/2024 |
| Clearstead Advisors LLC | 242 | $9 | 12/31/2023 |
| SMMV | 242 | $9 | 12/31/2023 |
| Transamerica Financial Advisors Inc. | 224 | $8 | 12/31/2023 |
| SMMV | 224 | $8 | 12/31/2023 |
| IFP Advisors Inc | 226 | $8 | 12/31/2023 |
| SMMV | 226 | $8 | 12/31/2023 |
| Qube Research & Technologies Ltd | 233 | $8 | 12/31/2023 |
| SMMV | 233 | $8 | 12/31/2023 |
| Indiana Trust & Investment Management CO | 191 | $7 | 03/31/2024 |
| SMMV | 191 | $7 | 03/31/2024 |
| Wolff Wiese Magana LLC | 180 | $7 | 03/31/2024 |
| SMMV | 180 | $7 | 03/31/2024 |
| DHJJ Financial Advisors Ltd. | 163 | $6 | 03/31/2024 |
| SMMV | 163 | $6 | 03/31/2024 |
| American Capital Advisory LLC | 154 | $5 | 03/31/2024 |
| SMMV | 154 | $5 | 03/31/2024 |
| Founders Financial Alliance LLC | 130 | $5 | 12/31/2023 |
| SMMV | 130 | $5 | 12/31/2023 |
| Geneos Wealth Management Inc. | 118 | $4 | 03/31/2024 |
| SMMV | 118 | $4 | 03/31/2024 |
| GWM Advisors LLC | 119 | $4 | 12/31/2023 |
| SMMV | 119 | $4 | 12/31/2023 |
| PFG Private Wealth Management LLC | 74 | $3 | 03/31/2024 |
| SMMV | 74 | $3 | 03/31/2024 |
| Hazlett Burt & Watson Inc. | 56 | $2 | 03/31/2024 |
| SMMV | 56 | $2 | 03/31/2024 |
| Capital Investment Advisory Services LLC | 61 | $2 | 03/31/2024 |
| SMMV | 61 | $2 | 03/31/2024 |
| Archer Investment Corp | 67 | $2 | 12/31/2023 |
| SMMV | 67 | $2 | 12/31/2023 |
| Coppell Advisory Solutions LLC | 68 | $2 | 12/31/2023 |
| SMMV | 68 | $2 | 12/31/2023 |
| Sachetta LLC | 39 | $1 | 03/31/2024 |
| SMMV | 39 | $1 | 03/31/2024 |
| Castleview Partners LLC | 40 | $1 | 12/31/2023 |
| SMMV | 40 | $1 | 12/31/2023 |
| Tyler Stone Wealth Management | 29 | $1 | 12/31/2023 |
| SMMV | 29 | $1 | 12/31/2023 |
| Fifth Third Bancorp | 13 | $0 | 03/31/2024 |
| SMMV | 13 | $0 | 03/31/2024 |
| Huntington National Bank | 1 | $0 | 03/31/2024 |
| SMMV | 1 | $0 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 03/31/2024 |
| SMMV | 0 | $0 | 03/31/2024 |
| Assetmark Inc. | 7 | $0 | 03/31/2024 |
| SMMV | 7 | $0 | 03/31/2024 |
| CWM LLC | 0 | $0 | 03/31/2024 |
| SMMV | 0 | $0 | 03/31/2024 |
| Future Financial Wealth Managment LLC | 1 | $0 | 03/31/2024 |
| SMMV | 1 | $0 | 03/31/2024 |
See Summary: Institutional Holders of SMMV
See Details: Top 10 Hedge Funds Holding SMMV
Also See: SMMV Holdings Changes
 Free SMMV Email Alerts:
Get Dividend Alerts 
Get SEC Filing Alerts
|
|
|
