On this page, we present all of the funds holding SMTH from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SMTH, with a link to that fund's top holdings. The next columns indicate the amount of SMTH stock held by each of the funds holding SMTH, followed by the SMTH position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 11 funds holding SMTH within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding SMTH), click the fund name in the "Holder" column of the funds-holding-SMTH table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealth Enhancement Advisory Services LLC | 19,926,994 | $511,426 | 03/31/2024 |
SMTH | 19,926,994 | $511,426 | 03/31/2024 |
Fundamentun LLC | 1,753,495 | $45,003 | 03/31/2024 |
SMTH | 1,753,495 | $45,003 | 03/31/2024 |
Principle Wealth Partners LLC | 1,278,274 | $32,807 | 03/31/2024 |
SMTH | 1,278,274 | $32,807 | 03/31/2024 |
Annex Advisory Services LLC | 961,611 | $24,680 | 03/31/2024 |
SMTH | 961,611 | $24,680 | 03/31/2024 |
Advisory Resource Group | 768,619 | $19,976 | 12/31/2023 |
SMTH | 768,619 | $19,976 | 12/31/2023 |
Guardian Financial Partners LLC | 365,818 | $9,389 | 03/31/2024 |
SMTH | 365,818 | $9,389 | 03/31/2024 |
Fermata Advisors LLC | 82,817 | $2,125 | 03/31/2024 |
SMTH | 82,817 | $2,125 | 03/31/2024 |
Commonwealth Equity Services LLC | 37,328 | $958 | 03/31/2024 |
SMTH | 37,328 | $958 | 03/31/2024 |
Triumph Capital Management | 23,652 | $604 | 03/31/2024 |
SMTH | 23,652 | $604 | 03/31/2024 |
UBS Group AG | 309 | $8 | 12/31/2023 |
SMTH | 309 | $8 | 12/31/2023 |
Advisor Group Holdings Inc. | 122 | $3 | 12/31/2023 |
SMTH | 122 | $3 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
Put | 0 | $0 | 12/31/2023 |
Call | 0 | $0 | 12/31/2023 |
SMTH | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SMTH
See Details: Top 10 Hedge Funds Holding SMTH
Also See: SMTH Holdings Changes
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