HoldingsChannel.com
There is a long list of 73 institutional holders of SMLV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SMLV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SMLV table below, the initial column indicates the name of each top institutional holder of SMLV, with a link to that fund's top holdings. The next columns indicate the amount of SMLV stock held by each of the institutional holders of SMLV, followed by the SMLV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Congress Wealth Management LLC DE | 166,189 | $18,620 | 03/31/2024 |
| SMLV | 166,189 | $18,620 | 03/31/2024 |
| McNaughton Wealth Management LLC | 86,217 | $9,660 | 03/31/2024 |
| SMLV | 86,217 | $9,660 | 03/31/2024 |
| DORVAL Corp | 65,213 | $7,338 | 12/31/2023 |
| SMLV | 65,213 | $7,338 | 12/31/2023 |
| LPL Financial LLC | 55,872 | $6,287 | 12/31/2023 |
| SMLV | 55,872 | $6,287 | 12/31/2023 |
| Kestra Advisory Services LLC | 44,541 | $5,012 | 12/31/2023 |
| SMLV | 44,541 | $5,012 | 12/31/2023 |
| Commonwealth Equity Services LLC | 35,742 | $4,022 | 12/31/2023 |
| SMLV | 35,742 | $4,022 | 12/31/2023 |
| Goldman Sachs Group Inc. | 21,612 | $2,432 | 12/31/2023 |
| SMLV | 21,612 | $2,432 | 12/31/2023 |
| Envestnet Asset Management Inc. | 21,271 | $2,393 | 12/31/2023 |
| SMLV | 21,271 | $2,393 | 12/31/2023 |
| IAG Wealth Partners LLC | 18,837 | $2,120 | 12/31/2023 |
| SMLV | 18,837 | $2,120 | 12/31/2023 |
| Ameriprise Financial Inc. | 16,825 | $1,893 | 12/31/2023 |
| SMLV | 16,825 | $1,893 | 12/31/2023 |
| Johnson & White Wealth Management LLC | 16,737 | $1,875 | 03/31/2024 |
| SMLV | 16,737 | $1,875 | 03/31/2024 |
| Bank of America Corp DE | 16,406 | $1,846 | 12/31/2023 |
| SMLV | 16,406 | $1,846 | 12/31/2023 |
| Morgan Stanley | 16,072 | $1,809 | 12/31/2023 |
| SMLV | 16,072 | $1,809 | 12/31/2023 |
| Equitable Holdings Inc. | 14,311 | $1,610 | 12/31/2023 |
| SMLV | 14,311 | $1,610 | 12/31/2023 |
| NovaPoint Capital LLC | 12,877 | $1,443 | 03/31/2024 |
| SMLV | 12,877 | $1,443 | 03/31/2024 |
| The PNC Financial Services Group Inc. | 12,073 | $1,358 | 12/31/2023 |
| SMLV | 12,073 | $1,358 | 12/31/2023 |
| Avantax Advisory Services Inc. | 9,287 | $1,045 | 12/31/2023 |
| SMLV | 9,287 | $1,045 | 12/31/2023 |
| UBS Group AG | 9,195 | $1,035 | 12/31/2023 |
| SMLV | 9,195 | $1,035 | 12/31/2023 |
| Insight Advisors LLC PA | 8,978 | $1,010 | 12/31/2023 |
| SMLV | 8,978 | $1,010 | 12/31/2023 |
| Capital Analysts LLC | 8,678 | $976 | 12/31/2023 |
| SMLV | 8,678 | $976 | 12/31/2023 |
| Cowa LLC | 8,170 | $919 | 12/31/2023 |
| SMLV | 8,170 | $919 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 7,630 | $859 | 12/31/2023 |
| SMLV | 7,630 | $859 | 12/31/2023 |
| HBW Advisory Services LLC | 7,301 | $821 | 03/31/2024 |
| SMLV | 7,301 | $821 | 03/31/2024 |
| Pacific Sun Financial Corp | 7,183 | $808 | 12/31/2023 |
| SMLV | 7,183 | $808 | 12/31/2023 |
| Advisor Group Holdings Inc. | 7,135 | $804 | 12/31/2023 |
| SMLV | 7,135 | $804 | 12/31/2023 |
| United Capital Financial Advisers LLC | 6,988 | $786 | 12/31/2023 |
| SMLV | 6,988 | $786 | 12/31/2023 |
| Citadel Advisors LLC | 6,908 | $777 | 12/31/2023 |
| SMLV | 6,908 | $777 | 12/31/2023 |
| Citigroup Inc. | 6,856 | $771 | 12/31/2023 |
| SMLV | 6,856 | $771 | 12/31/2023 |
| Beacon Pointe Advisors LLC | 6,156 | $693 | 12/31/2023 |
| SMLV | 6,156 | $693 | 12/31/2023 |
| HF Advisory Group LLC | 6,119 | $689 | 12/31/2023 |
| SMLV | 6,119 | $689 | 12/31/2023 |
| Navis Wealth Advisors LLC | 5,799 | $653 | 12/31/2023 |
| SMLV | 5,799 | $653 | 12/31/2023 |
| Roffman Miller Associates Inc. PA | 5,243 | $590 | 12/31/2023 |
| SMLV | 5,243 | $590 | 12/31/2023 |
| Resources Investment Advisors LLC. | 5,065 | $570 | 12/31/2023 |
| SMLV | 5,065 | $570 | 12/31/2023 |
| Private Advisor Group LLC | 4,783 | $538 | 12/31/2023 |
| SMLV | 4,783 | $538 | 12/31/2023 |
| HighTower Advisors LLC | 4,777 | $537 | 12/31/2023 |
| SMLV | 4,777 | $537 | 12/31/2023 |
| Ausdal Financial Partners Inc. | 4,125 | $462 | 03/31/2024 |
| SMLV | 4,125 | $462 | 03/31/2024 |
| Dohj LLC | 3,848 | $431 | 03/31/2024 |
| SMLV | 3,848 | $431 | 03/31/2024 |
| Strategic Blueprint LLC | 3,309 | $372 | 12/31/2023 |
| SMLV | 3,309 | $372 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 3,227 | $363 | 12/31/2023 |
| SMLV | 3,227 | $363 | 12/31/2023 |
| Miracle Mile Advisors LLC | 3,150 | $353 | 03/31/2024 |
| SMLV | 3,150 | $353 | 03/31/2024 |
| Stratos Wealth Partners LTD. | 2,989 | $335 | 03/31/2024 |
| SMLV | 2,989 | $335 | 03/31/2024 |
| JPMorgan Chase & Co. | 2,958 | $333 | 12/31/2023 |
| SMLV | 2,958 | $333 | 12/31/2023 |
| Jaffetilchin Investment Partners LLC | 2,859 | $322 | 12/31/2023 |
| SMLV | 2,859 | $322 | 12/31/2023 |
| Financial Advocates Investment Management | 2,744 | $309 | 12/31/2023 |
| SMLV | 2,744 | $309 | 12/31/2023 |
| SageView Advisory Group LLC | 2,515 | $279 | 12/31/2023 |
| SMLV | 2,515 | $279 | 12/31/2023 |
| Cetera Advisors LLC | 2,145 | $241 | 12/31/2023 |
| SMLV | 2,145 | $241 | 12/31/2023 |
| High Net Worth Advisory Group LLC | 2,014 | $226 | 03/31/2024 |
| SMLV | 2,014 | $226 | 03/31/2024 |
| Raymond James Financial Services Advisors Inc. | 1,905 | $214 | 12/31/2023 |
| SMLV | 1,905 | $214 | 12/31/2023 |
| Grey Fox Wealth Advisors LLC | 1,825 | $204 | 03/31/2024 |
| SMLV | 1,825 | $204 | 03/31/2024 |
| SOA Wealth Advisors LLC. | 1,317 | $148 | 03/31/2024 |
| SMLV | 1,317 | $148 | 03/31/2024 |
See All: Funds Holding SMLV
See Details: Top 10 Hedge Funds Holding SMLV
Also See: SMLV Holdings Changes
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