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Institutional Holders of SMMV

There is a long list of 118 institutional holders of SMMV 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 SMMV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SMMV table below, the initial column indicates the name of each top institutional holder of SMMV, with a link to that fund's top holdings. The next columns indicate the amount of SMMV stock held by each of the institutional holders of SMMV, followed by the SMMV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James & Associates12,900,517$483,124 03/31/2024
     SMMV12,900,517$483,124 03/31/2024
Mercer Global Advisors Inc. ADV4,329,332$154,514 12/31/2023
     SMMV4,329,332$154,514 12/31/2023
Envestnet Asset Management Inc.4,122,429$147,129 12/31/2023
     SMMV4,122,429$147,129 12/31/2023
Bank of America Corp DE1,076,925$38,435 12/31/2023
     SMMV1,076,925$38,435 12/31/2023
Raymond James Financial Services Advisors Inc.412,576$15,451 03/31/2024
     SMMV412,576$15,451 03/31/2024
Wealth Management Resources Inc.328,098$12,287 03/31/2024
     SMMV328,098$12,287 03/31/2024
Ameriprise Financial Inc.242,282$8,641 12/31/2023
     SMMV242,282$8,641 12/31/2023
Commonwealth Equity Services LLC218,943$8,199 03/31/2024
     SMMV218,943$8,199 03/31/2024
LPL Financial LLC172,067$6,444 03/31/2024
     SMMV172,067$6,444 03/31/2024
UBS Group AG155,383$5,546 12/31/2023
     SMMV155,383$5,546 12/31/2023
Cambridge Investment Research Advisors Inc.141,125$5,285 03/31/2024
     SMMV141,125$5,285 03/31/2024
Raymond James Trust N.A.139,551$5,226 03/31/2024
     SMMV139,551$5,226 03/31/2024
Summit Global Investments127,099$4,760 03/31/2024
     SMMV127,099$4,760 03/31/2024
Brickley Wealth Management126,844$4,750 03/31/2024
     SMMV126,844$4,750 03/31/2024
Wade Financial Advisory Inc128,319$4,580 12/31/2023
     SMMV128,319$4,580 12/31/2023
Creative Planning92,607$3,305 12/31/2023
     SMMV92,607$3,305 12/31/2023
Beacon Pointe Advisors LLC92,271$3,293 12/31/2023
     SMMV92,271$3,293 12/31/2023
MML Investors Services LLC81,864$2,922 12/31/2023
     SMMV81,864$2,922 12/31/2023
Rehmann Capital Advisory Group71,123$2,664 03/31/2024
     SMMV71,123$2,664 03/31/2024
Royal Bank of Canada47,950$1,711 12/31/2023
     SMMV47,950$1,711 12/31/2023
High Net Worth Advisory Group LLC44,764$1,676 03/31/2024
     SMMV44,764$1,676 03/31/2024
Apollon Wealth Management LLC43,982$1,647 03/31/2024
     SMMV43,982$1,647 03/31/2024
Steward Partners Investment Advisory LLC44,955$1,604 12/31/2023
     SMMV44,955$1,604 12/31/2023
Citadel Advisors LLC44,473$1,587 12/31/2023
     SMMV44,473$1,587 12/31/2023
Armbruster Capital Management Inc.41,125$1,540 03/31/2024
     SMMV41,125$1,540 03/31/2024
Burns Matteson Capital Management LLC40,371$1,441 12/31/2023
     SMMV40,371$1,441 12/31/2023
Sage Mountain Advisors LLC33,080$1,239 03/31/2024
     SMMV33,080$1,239 03/31/2024
Integrated Wealth Concepts LLC34,639$1,236 12/31/2023
     SMMV34,639$1,236 12/31/2023
Kestra Advisory Services LLC32,919$1,175 12/31/2023
     SMMV32,919$1,175 12/31/2023
Leelyn Smith LLC29,365$1,048 12/31/2023
     SMMV29,365$1,048 12/31/2023
Consolidated Planning Corp27,075$1,014 03/31/2024
     SMMV27,075$1,014 03/31/2024
Wells Fargo & Company MN26,198$981 03/31/2024
     SMMV26,198$981 03/31/2024
IHT Wealth Management LLC27,364$977 12/31/2023
     SMMV27,364$977 12/31/2023
Axxcess Wealth Management LLC27,163$969 12/31/2023
     SMMV27,163$969 12/31/2023
Aurum Wealth Management Group LLC23,645$886 03/31/2024
     SMMV23,645$886 03/31/2024
Private Advisor Group LLC23,137$866 03/31/2024
     SMMV23,137$866 03/31/2024
Susquehanna International Group LLP22,027$825 03/31/2024
     SMMV22,027$825 03/31/2024
Patriot Investment Management Inc.20,772$778 03/31/2024
     SMMV20,772$778 03/31/2024
Resource Planning Group19,375$691 12/31/2023
     SMMV19,375$691 12/31/2023
Mosaic Family Wealth Partners LLC16,947$605 12/31/2023
     SMMV16,947$605 12/31/2023
Truist Financial Corp16,738$597 12/31/2023
     SMMV16,738$597 12/31/2023
Evergreen Capital Management LLC16,680$595 12/31/2023
     SMMV16,680$595 12/31/2023
Prime Capital Investment Advisors LLC15,479$552 12/31/2023
     SMMV15,479$552 12/31/2023
Fortune Financial Advisors LLC13,607$510 03/31/2024
     SMMV13,607$510 03/31/2024
Two Sigma Investments LP13,900$496 12/31/2023
     SMMV13,900$496 12/31/2023
Adamsbrown Wealth Consultants LLC12,466$467 03/31/2024
     SMMV12,466$467 03/31/2024
Global Assets Advisory LLC12,357$463 03/31/2024
     SMMV12,357$463 03/31/2024
Captrust Financial Advisors12,898$460 12/31/2023
     SMMV12,898$460 12/31/2023
Wealth Enhancement Advisory Services LLC12,188$456 03/31/2024
     SMMV12,188$456 03/31/2024
HBK Sorce Advisory LLC12,029$450 03/31/2024
     SMMV12,029$450 03/31/2024

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

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