On this page, we present all of the funds holding SMOT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SMOT, with a link to that fund's top holdings. The next columns indicate the amount of SMOT stock held by each of the funds holding SMOT, followed by the SMOT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 63 funds holding SMOT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gradient Investments LLC. For more details on the positions held by Gradient Investments LLC (or by any of the other funds holding SMOT), click the fund name in the "Holder" column of the funds-holding-SMOT table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Gradient Investments LLC | 999,547 | $34,095 | 03/31/2024 |
SMOT | 999,547 | $34,095 | 03/31/2024 |
Principle Wealth Partners LLC | 726,451 | $24,779 | 03/31/2024 |
SMOT | 726,451 | $24,779 | 03/31/2024 |
Financial Management Network Inc. | 492,649 | $16,272 | 03/31/2024 |
SMOT | 492,649 | $16,272 | 03/31/2024 |
LPL Financial LLC | 512,960 | $16,158 | 12/31/2023 |
SMOT | 512,960 | $16,158 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 249,174 | $8,499 | 03/31/2024 |
SMOT | 249,174 | $8,499 | 03/31/2024 |
Vista Private Wealth Partners. LLC | 274,621 | $8,365 | 12/31/2023 |
SMOT | 274,621 | $8,365 | 12/31/2023 |
Raymond James & Associates | 194,258 | $6,626 | 03/31/2024 |
SMOT | 194,258 | $6,626 | 03/31/2024 |
Apexium Financial LP | 181,261 | $6,183 | 03/31/2024 |
SMOT | 181,261 | $6,183 | 03/31/2024 |
Bank of America Corp DE | 169,209 | $5,330 | 12/31/2023 |
SMOT | 169,209 | $5,330 | 12/31/2023 |
Woodmont Investment Counsel LLC | 145,646 | $4,968 | 03/31/2024 |
SMOT | 145,646 | $4,968 | 03/31/2024 |
Mariner LLC | 150,606 | $4,744 | 12/31/2023 |
SMOT | 150,606 | $4,744 | 12/31/2023 |
David R. Rahn & Associates Inc. | 126,594 | $4,318 | 03/31/2024 |
SMOT | 126,594 | $4,318 | 03/31/2024 |
MML Investors Services LLC | 110,182 | $3,471 | 12/31/2023 |
SMOT | 110,182 | $3,471 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 95,399 | $3,254 | 03/31/2024 |
SMOT | 95,399 | $3,254 | 03/31/2024 |
Commonwealth Equity Services LLC | 89,139 | $2,808 | 12/31/2023 |
SMOT | 89,139 | $2,808 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 69,685 | $2,377 | 03/31/2024 |
SMOT | 69,685 | $2,377 | 03/31/2024 |
First Foundation Advisors | 62,435 | $1,967 | 12/31/2023 |
SMOT | 62,435 | $1,967 | 12/31/2023 |
EP Wealth Advisors LLC | 50,855 | $1,602 | 12/31/2023 |
SMOT | 50,855 | $1,602 | 12/31/2023 |
Patton Albertson Miller Group LLC | 45,014 | $1,535 | 03/31/2024 |
SMOT | 45,014 | $1,535 | 03/31/2024 |
Truist Financial Corp | 48,479 | $1,527 | 12/31/2023 |
SMOT | 48,479 | $1,527 | 12/31/2023 |
Orion Portfolio Solutions LLC | 49,062 | $1,524 | 12/31/2023 |
SMOT | 49,062 | $1,524 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 43,973 | $1,385 | 12/31/2023 |
SMOT | 43,973 | $1,385 | 12/31/2023 |
Stifel Financial Corp | 42,042 | $1,324 | 12/31/2023 |
SMOT | 42,042 | $1,324 | 12/31/2023 |
Advisor Group Holdings Inc. | 40,542 | $1,277 | 12/31/2023 |
SMOT | 40,542 | $1,277 | 12/31/2023 |
Icapital Wealth LLC | 40,000 | $1,260 | 12/31/2023 |
SMOT | 40,000 | $1,260 | 12/31/2023 |
Lake Street Financial LLC | 30,290 | $1,033 | 03/31/2024 |
SMOT | 30,290 | $1,033 | 03/31/2024 |
Visionary Wealth Advisors | 31,816 | $1,002 | 12/31/2023 |
SMOT | 31,816 | $1,002 | 12/31/2023 |
Equitable Holdings Inc. | 28,523 | $898 | 12/31/2023 |
SMOT | 28,523 | $898 | 12/31/2023 |
Beaumont Financial Advisors LLC | 28,329 | $892 | 12/31/2023 |
SMOT | 28,329 | $892 | 12/31/2023 |
Capital Investment Advisory Services LLC | 25,540 | $871 | 03/31/2024 |
SMOT | 25,540 | $871 | 03/31/2024 |
Royal Bank of Canada | 27,168 | $856 | 12/31/2023 |
SMOT | 27,168 | $856 | 12/31/2023 |
Acorn Wealth Advisors LLC | 21,513 | $734 | 03/31/2024 |
SMOT | 21,513 | $734 | 03/31/2024 |
HighTower Advisors LLC | 22,831 | $705 | 12/31/2023 |
SMOT | 22,831 | $705 | 12/31/2023 |
VitalStone Financial LLC | 20,393 | $642 | 12/31/2023 |
SMOT | 20,393 | $642 | 12/31/2023 |
CWM LLC | 18,120 | $618 | 03/31/2024 |
SMOT | 18,120 | $618 | 03/31/2024 |
Argent Trust Co | $573 | 12/31/2023 | |
SMOT | 18,200 | $573 | 12/31/2023 |
ETF EQUITY | 18,840 | $0 | 12/31/2023 |
Western Wealth Management LLC | 17,848 | $562 | 12/31/2023 |
SMOT | 17,848 | $562 | 12/31/2023 |
Allen Mooney & Barnes Investment Advisors LLC | 17,015 | $559 | 03/31/2024 |
SMOT | 17,015 | $559 | 03/31/2024 |
Cetera Advisor Networks LLC | 15,920 | $501 | 12/31/2023 |
SMOT | 15,920 | $501 | 12/31/2023 |
TRUE Private Wealth Advisors | 13,852 | $472 | 03/31/2024 |
SMOT | 13,852 | $472 | 03/31/2024 |
Susquehanna International Group LLP | 14,305 | $451 | 12/31/2023 |
SMOT | 14,305 | $451 | 12/31/2023 |
Citadel Advisors LLC | 14,262 | $449 | 12/31/2023 |
SMOT | 14,262 | $449 | 12/31/2023 |
Private Advisor Group LLC | 14,217 | $448 | 12/31/2023 |
SMOT | 14,217 | $448 | 12/31/2023 |
Ancora Advisors LLC | 13,523 | $426 | 12/31/2023 |
SMOT | 13,523 | $426 | 12/31/2023 |
Etesian Wealth Advisors Inc. | 12,176 | $415 | 03/31/2024 |
SMOT | 12,176 | $415 | 03/31/2024 |
AlphaCore Capital LLC | 11,350 | $358 | 12/31/2023 |
SMOT | 11,350 | $358 | 12/31/2023 |
Lowe Wealth Advisors LLC | 9,470 | $323 | 03/31/2024 |
SMOT | 9,470 | $323 | 03/31/2024 |
Stephens Inc. AR | 10,219 | $322 | 12/31/2023 |
SMOT | 10,219 | $322 | 12/31/2023 |
Janney Montgomery Scott LLC | 9,848 | $310 | 12/31/2023 |
SMOT | 9,848 | $310 | 12/31/2023 |
Prospera Financial Services Inc | 9,835 | $310 | 12/31/2023 |
SMOT | 9,835 | $310 | 12/31/2023 |
Balboa Wealth Partners | 9,493 | $299 | 12/31/2023 |
SMOT | 9,493 | $299 | 12/31/2023 |
Capital Analysts LLC | 9,300 | $293 | 12/31/2023 |
SMOT | 9,300 | $293 | 12/31/2023 |
Soundwatch Capital LLC | 8,127 | $256 | 12/31/2023 |
SMOT | 8,127 | $256 | 12/31/2023 |
SageView Advisory Group LLC | 7,619 | $237 | 12/31/2023 |
SMOT | 7,619 | $237 | 12/31/2023 |
Randolph Co Inc | 6,377 | $218 | 03/31/2024 |
SMOT | 6,377 | $218 | 03/31/2024 |
Tranquility Partners LLC | 6,812 | $215 | 12/31/2023 |
SMOT | 6,812 | $215 | 12/31/2023 |
IAG Wealth Partners LLC | 2,305 | $79 | 03/31/2024 |
SMOT | 2,305 | $79 | 03/31/2024 |
IFP Advisors Inc | 1,700 | $54 | 12/31/2023 |
SMOT | 1,700 | $54 | 12/31/2023 |
Wells Fargo & Company MN | 1,390 | $44 | 12/31/2023 |
SMOT | 1,390 | $44 | 12/31/2023 |
Financial Advisory Service Inc. | 827 | $26 | 12/31/2023 |
SMOT | 827 | $26 | 12/31/2023 |
Clear Investment Research LLC | 558 | $18 | 12/31/2023 |
SMOT | 558 | $18 | 12/31/2023 |
Van ECK Associates Corp | 200 | $6 | 12/31/2023 |
SMOT | 200 | $6 | 12/31/2023 |
Morgan Stanley | 129 | $4 | 12/31/2023 |
SMOT | 129 | $4 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
SMOT | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SMOT
See Details: Top 10 Hedge Funds Holding SMOT
Also See: SMOT Holdings Changes
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