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Funds Holding SMTH

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC19,926,994$511,426 03/31/2024
     SMTH19,926,994$511,426 03/31/2024
Fundamentun LLC1,753,495$45,003 03/31/2024
     SMTH1,753,495$45,003 03/31/2024
Principle Wealth Partners LLC1,278,274$32,807 03/31/2024
     SMTH1,278,274$32,807 03/31/2024
Annex Advisory Services LLC961,611$24,680 03/31/2024
     SMTH961,611$24,680 03/31/2024
Advisory Resource Group768,619$19,976 12/31/2023
     SMTH768,619$19,976 12/31/2023
Guardian Financial Partners LLC365,818$9,389 03/31/2024
     SMTH365,818$9,389 03/31/2024
Fermata Advisors LLC82,817$2,125 03/31/2024
     SMTH82,817$2,125 03/31/2024
Commonwealth Equity Services LLC37,328$958 03/31/2024
     SMTH37,328$958 03/31/2024
Triumph Capital Management23,652$604 03/31/2024
     SMTH23,652$604 03/31/2024
UBS Group AG309$8 12/31/2023
     SMTH309$8 12/31/2023
Advisor Group Holdings Inc.122$3 12/31/2023
     SMTH122$3 12/31/2023
Proequities Inc.0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023
     SMTH0$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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