There is a long list of 152 institutional holders of SMMD 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 SMMD by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SMMD table below, the initial column indicates the name of each top institutional holder of SMMD, with a link to that fund's top holdings. The next columns indicate the amount of SMMD stock held by each of the institutional holders of SMMD, followed by the SMMD 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
Coldstream Capital Management Inc.	1,554,735	$95,725	12/31/2023
SMMD	1,554,735	$95,725	12/31/2023
Fifth Third Bancorp	541,633	$35,537	03/31/2024
SMMD	541,633	$35,537	03/31/2024
Cresset Asset Management LLC	509,552	$31,373	12/31/2023
SMMD	509,552	$31,373	12/31/2023
Sontag Advisory LLC	425,056	$26,171	12/31/2023
SMMD	425,056	$26,171	12/31/2023
Truist Financial Corp	344,208	$21,193	12/31/2023
SMMD	344,208	$21,193	12/31/2023
Brio Consultants LLC	336,476	$20,717	12/31/2023
SMMD	336,476	$20,717	12/31/2023
US Bancorp DE	294,360	$18,124	12/31/2023
SMMD	294,360	$18,124	12/31/2023
Orion Portfolio Solutions LLC	285,764	$17,300	12/31/2023
SMMD	285,764	$17,300	12/31/2023
Bank of America Corp DE	279,153	$17,187	12/31/2023
SMMD	279,153	$17,187	12/31/2023
CMH Wealth Management LLC	261,419	$17,152	03/31/2024
SMMD	261,419	$17,152	03/31/2024
Envestnet Asset Management Inc.	256,102	$15,768	12/31/2023
SMMD	256,102	$15,768	12/31/2023
Advisory Resource Group	214,294	$13,194	12/31/2023
SMMD	214,294	$13,194	12/31/2023
CENTRAL TRUST Co	208,453	$12,834	12/31/2023
SMMD	208,453	$12,834	12/31/2023
Heritage Wealth Management LLC	204,259	$12,576	12/31/2023
SMMD	204,259	$12,576	12/31/2023
FMR LLC	176,007	$10,837	12/31/2023
SMMD	176,007	$10,837	12/31/2023
Commonwealth Equity Services LLC	175,185	$10,786	12/31/2023
SMMD	175,185	$10,786	12/31/2023
Strategic Wealth Partners Group LLC	175,075	$10,779	12/31/2023
SMMD	175,075	$10,779	12/31/2023
Berger Financial Group Inc	148,077	$9,715	03/31/2024
SMMD	148,077	$9,715	03/31/2024
Colony Group LLC	155,143	$9,552	12/31/2023
SMMD	155,143	$9,552	12/31/2023
HighTower Advisors LLC	152,604	$9,399	12/31/2023
SMMD	152,604	$9,399	12/31/2023
Kendall Capital Management	148,331	$9,133	12/31/2023
SMMD	148,331	$9,133	12/31/2023
UBS Group AG	147,947	$9,109	12/31/2023
SMMD	147,947	$9,109	12/31/2023
New York State Common Retirement Fund	91,445	$5,630	12/31/2023
SMMD	91,445	$5,630	12/31/2023
Schroder Investment Management Group	91,445	$5,630	12/31/2023
SMMD	91,445	$5,630	12/31/2023
Rockefeller Capital Management L.P.	78,902	$4,858	12/31/2023
SMMD	78,902	$4,858	12/31/2023
Royal Bank of Canada	72,324	$4,453	12/31/2023
SMMD	72,324	$4,453	12/31/2023
Advisor Group Holdings Inc.	66,820	$4,114	12/31/2023
SMMD	66,820	$4,114	12/31/2023
CWA Asset Management Group LLC	66,378	$4,087	12/31/2023
SMMD	66,378	$4,087	12/31/2023
CI Private Wealth LLC	65,255	$4,018	12/31/2023
SMMD	65,255	$4,018	12/31/2023
BCJ Capital Management LLC	59,371	$3,655	12/31/2023
SMMD	59,371	$3,655	12/31/2023
Benchmark Investment Advisors LLC	59,371	$3,655	12/31/2023
SMMD	59,371	$3,655	12/31/2023
Benchmark Financial Wealth Advisors LLC	53,829	$3,532	03/31/2024
SMMD	53,829	$3,532	03/31/2024
Atria Wealth Solutions Inc.	57,235	$3,524	12/31/2023
SMMD	57,235	$3,524	12/31/2023
MidWestOne Financial Group Inc.	56,000	$3,448	12/31/2023
SMMD	56,000	$3,448	12/31/2023
Janney Montgomery Scott LLC	51,618	$3,178	12/31/2023
SMMD	51,618	$3,178	12/31/2023
Smartleaf Asset Management LLC	46,675	$2,908	12/31/2023
SMMD	46,675	$2,908	12/31/2023
Glenmede Trust Co. NA	47,134	$2,902	12/31/2023
SMMD	47,134	$2,902	12/31/2023
LPL Financial LLC	44,063	$2,713	12/31/2023
SMMD	44,063	$2,713	12/31/2023
Avantax Advisory Services Inc.	40,102	$2,469	12/31/2023
SMMD	40,102	$2,469	12/31/2023
Johnson Investment Counsel Inc.	38,899	$2,395	12/31/2023
SMMD	38,899	$2,395	12/31/2023
Mariner LLC	38,574	$2,375	12/31/2023
SMMD	38,574	$2,375	12/31/2023
Congress Asset Management Co. MA	36,150	$2,372	03/31/2024
SMMD	36,150	$2,372	03/31/2024
Susquehanna International Group LLP	35,032	$2,157	12/31/2023
SMMD	35,032	$2,157	12/31/2023
Baird Financial Group Inc.	32,195	$1,982	12/31/2023
SMMD	32,195	$1,982	12/31/2023
Lincoln National Corp	29,753	$1,832	12/31/2023
SMMD	29,753	$1,832	12/31/2023
MML Investors Services LLC	28,260	$1,740	12/31/2023
SMMD	28,260	$1,740	12/31/2023
Ulland Investment Advisors LLC	28,134	$1,732	12/31/2023
SMMD	28,134	$1,732	12/31/2023
James J. Burns & Company LLC	25,108	$1,606	03/31/2024
SMMD	25,108	$1,606	03/31/2024
CX Institutional	23,448	$1,538	03/31/2024
SMMD	23,448	$1,538	03/31/2024
Eagle Asset Management Inc.	24,310	$1,497	12/31/2023
SMMD	24,310	$1,497	12/31/2023

See All: Funds Holding SMMD
See Details: Top 10 Hedge Funds Holding SMMD
Also See: SMMD Holdings Changes

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