HoldingsChannel.com
Funds Holding SMMV
HolderAmountPosition Size
($ in 1000's)
 As of
Merit Financial Group LLC2,725,577$96,676 12/31/2019
     SMMV2,725,577$96,676 12/31/2019
Bank of America Corp DE1,132,649$40,175 12/31/2019
     SMMV1,132,649$40,175 12/31/2019
Commonwealth Equity Services LLC378,993$13,442 12/31/2019
     SMMV378,993$13,442 12/31/2019
LPL Financial LLC377,892$13,404 12/31/2019
     SMMV377,892$13,404 12/31/2019
Raymond James Financial Services Advisors Inc.370,238$13,132 12/31/2019
     SMMV370,238$13,132 12/31/2019
Round Table Services LLC338,394$12,003 12/31/2019
     SMMV338,394$12,003 12/31/2019
Retirement Network299,837$10,635 12/31/2019
     SMMV299,837$10,635 12/31/2019
Pacific Center for Financial Services249,725$8,858 12/31/2019
     SMMV249,725$8,858 12/31/2019
Fifth Third Bancorp249,201$8,839 12/31/2019
     SMMV249,201$8,839 12/31/2019
Paragon Advisors LLC241,788$8,547 12/31/2019
     SMMV241,788$8,547 12/31/2019
Nottingham Advisors Inc.226,056$8,040 12/31/2019
     SMMV226,056$8,040 12/31/2019
Fiduciary Planning LLC216,656$7,748 12/31/2019
     SMMV216,656$7,748 12/31/2019
Independent Advisor Alliance187,065$6,635 12/31/2019
     SMMV187,065$6,635 12/31/2019
Barber Financial Group Inc.165,523$5,871 12/31/2019
     SMMV165,523$5,871 12/31/2019
CX Institutional157,540$5,588 12/31/2019
     SMMV157,540$5,588 12/31/2019
USAdvisors Wealth Management LLC155,326$5,409 12/31/2019
     SMMV155,326$5,409 12/31/2019
MML Investors Services LLC132,132$4,687 12/31/2019
     SMMV132,132$4,687 12/31/2019
Private Advisor Group LLC129,052$4,577 12/31/2019
     SMMV129,052$4,577 12/31/2019
Wealthquest Corp118,951$4,219 12/31/2019
     SMMV118,951$4,219 12/31/2019
Roof Eidam & Maycock ADV103,470$3,670 12/31/2019
     SMMV103,470$3,670 12/31/2019
Jane Street Group LLC98,378$3,489 12/31/2019
     SMMV98,378$3,489 12/31/2019
Wade Financial Advisory Inc87,865$3,117 12/31/2019
     SMMV87,865$3,117 12/31/2019
Raymond James & Associates84,057$2,982 12/31/2019
     SMMV84,057$2,982 12/31/2019
Ladenburg Thalmann Financial Services Inc.83,081$2,940 12/31/2019
     SMMV83,081$2,940 12/31/2019
Cambridge Investment Research Advisors Inc.74,339$2,637 12/31/2019
     SMMV74,339$2,637 12/31/2019
Envestnet Asset Management Inc.74,284$2,635 12/31/2019
     SMMV74,284$2,635 12/31/2019
Community Bank N.A.74,294$2,635 12/31/2019
     SMMV74,294$2,635 12/31/2019
Mercer Global Advisors Inc. ADV72,310$2,565 12/31/2019
     SMMV72,310$2,565 12/31/2019
Stratos Wealth Partners LTD.61,306$2,175 12/31/2019
     SMMV61,306$2,175 12/31/2019
UBS Group AG58,730$2,083 12/31/2019
     SMMV58,730$2,083 12/31/2019
Qube Research & Technologies Ltd57,367$2,035 12/31/2019
     SMMV57,367$2,035 12/31/2019
Ameritas Investment Company LLC56,429$2,002 12/31/2019
     SMMV56,429$2,002 12/31/2019
Truist Financial Corp52,165$1,850 12/31/2019
     SMMV52,165$1,850 12/31/2019
Sigma Planning Corp51,774$1,836 12/31/2019
     SMMV51,774$1,836 12/31/2019
Advisor Group Inc.48,717$1,728 12/31/2019
     SMMV48,717$1,728 12/31/2019
BB&T Securities LLC50,135$1,722 09/30/2019
     SMMV50,135$1,722 09/30/2019
Level Four Advisory Services LLC47,458$1,686 12/31/2019
     SMMV47,458$1,686 12/31/2019
Royal Bank of Canada47,068$1,669 12/31/2019
     SMMV47,068$1,669 12/31/2019
Integrated Wealth Concepts LLC42,885$1,521 12/31/2019
     SMMV42,885$1,521 12/31/2019
IHT Wealth Management LLC31,233$1,108 12/31/2019
     SMMV31,233$1,108 12/31/2019
Atria Investments LLC29,540$1,048 12/31/2019
     SMMV29,540$1,048 12/31/2019
Smart Money Group LLC28,308$1,004 12/31/2019
     SMMV28,308$1,004 12/31/2019
Cornerstone Wealth Management LLC27,650$981 12/31/2019
     SMMV27,650$981 12/31/2019
Mattern Capital Management LLC26,589$943 12/31/2019
     SMMV26,589$943 12/31/2019
Leicht Financial Planning & Wealth Management Inc.20,075$712 12/31/2019
     SMMV20,075$712 12/31/2019
Nwam LLC19,098$677 12/31/2019
     SMMV19,098$677 12/31/2019
Wintrust Investments LLC18,550$658 12/31/2019
     SMMV18,550$658 12/31/2019
Mosaic Family Wealth LLC17,351$615 12/31/2019
     SMMV17,351$615 12/31/2019
Brickley Wealth Management14,963$531 12/31/2019
     SMMV14,963$531 12/31/2019
RDA Financial Network14,239$508 12/31/2019
     SMMV14,239$508 12/31/2019
Western Wealth Management LLC14,262$506 12/31/2019
     SMMV14,262$506 12/31/2019
Legacy Capital Partners Inc.13,383$475 12/31/2019
     SMMV13,383$475 12/31/2019
Sowell Financial Services LLC12,195$433 12/31/2019
     SMMV12,195$433 12/31/2019
Windsor Group LTD11,813$419 12/31/2019
     SMMV11,813$419 12/31/2019
Princeton Global Asset Management LLC11,784$418 12/31/2019
     SMMV11,784$418 12/31/2019
PSI Advisors LLC11,109$394 12/31/2019
     SMMV11,109$394 12/31/2019
Pensionmark Financial Group LLC9,695$344 12/31/2019
     SMMV9,695$344 12/31/2019
Cetera Advisor Networks LLC9,613$341 12/31/2019
     SMMV9,613$341 12/31/2019
Global Trust Asset Management LLC7,595$270 12/31/2019
     SMMV7,595$270 12/31/2019
First Allied Advisory Services Inc.7,395$260 12/31/2019
     SMMV7,395$260 12/31/2019
United Capital Financial Advisers LLC7,016$249 12/31/2019
     SMMV7,016$249 12/31/2019
Partnervest Advisory Services LLC7,007$249 12/31/2019
     SMMV7,007$249 12/31/2019
Trustcore Financial Services LLC6,707$238 12/31/2019
     SMMV6,707$238 12/31/2019
PDS Planning Inc6,640$236 12/31/2019
     SMMV6,640$236 12/31/2019
Patriot Investment Management Inc.6,481$229 12/31/2019
     SMMV6,481$229 12/31/2019
Cedar Brook Financial Partners LLC6,063$215 12/31/2019
     SMMV6,063$215 12/31/2019
JPMorgan Chase & Co.5,245$186 12/31/2019
     SMMV5,245$186 12/31/2019
Global Retirement Partners LLC4,266$151 12/31/2019
     SMMV4,266$151 12/31/2019
Old North State Trust LLC3,359$119 12/31/2019
     SMMV3,359$119 12/31/2019
Steward Partners Investment Advisory LLC3,089$109 12/31/2019
     SMMV3,089$109 12/31/2019
Morgan Stanley1,926$68 12/31/2019
     SMMV1,926$68 12/31/2019
US Bancorp DE1,701$60 12/31/2019
     SMMV1,701$60 12/31/2019
IFP Advisors Inc1,588$56 12/31/2019
     SMMV1,588$56 12/31/2019
BDO Wealth Advisors LLC1,436$51 12/31/2019
     SMMV1,436$51 12/31/2019
CXI Advisors1,418$50 12/31/2019
     SMMV1,418$50 12/31/2019
CWM LLC986$35 12/31/2019
     SMMV986$35 12/31/2019
Citigroup Inc.715$25 12/31/2019
     SMMV715$25 12/31/2019
Wells Fargo & Company MN496$18 12/31/2019
     SMMV496$18 12/31/2019
Advisory Services Network LLC495$18 12/31/2019
     SMMV495$18 12/31/2019
NEXT Financial Group Inc514$18 12/31/2019
     SMMV514$18 12/31/2019
Sugarloaf Wealth Management LLC512$18 12/31/2019
     SMMV512$18 12/31/2019
John W. Brooker & Co. CPAs517$18 12/31/2019
     SMMV517$18 12/31/2019
Advantage Investment Management LLC500$17 09/30/2019
     SMMV500$17 09/30/2019
Proequities Inc.336$12 12/31/2019
     SMMV336$12 12/31/2019
Aptus Capital Advisors LLC156$5 12/31/2019
     SMMV156$5 12/31/2019
Verus Capital Partners LLC101$4 12/31/2019
     SMMV101$4 12/31/2019
Centerpoint Advisors LLC95$3 12/31/2019
     SMMV95$3 12/31/2019
Front Row Advisors LLC30$1 12/31/2019
     SMMV30$1 12/31/2019
Allianz Asset Management GmbH106,694$-2,081,078 12/31/2019
     Put37,843,017$2,097,287 12/31/2019
     Call75,000$12,425 12/31/2019
     SMMV106,694$3,784 12/31/2019

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

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