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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Raymond James & Associates | 12,900,517 | $483,124 | 03/31/2024 |
SMMV | 12,900,517 | $483,124 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 4,329,332 | $154,514 | 12/31/2023 |
SMMV | 4,329,332 | $154,514 | 12/31/2023 |
Envestnet Asset Management Inc. | 4,122,429 | $147,129 | 12/31/2023 |
SMMV | 4,122,429 | $147,129 | 12/31/2023 |
Bank of America Corp DE | 1,076,925 | $38,435 | 12/31/2023 |
SMMV | 1,076,925 | $38,435 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 412,576 | $15,451 | 03/31/2024 |
SMMV | 412,576 | $15,451 | 03/31/2024 |
Wealth Management Resources Inc. | 328,098 | $12,287 | 03/31/2024 |
SMMV | 328,098 | $12,287 | 03/31/2024 |
Ameriprise Financial Inc. | 242,282 | $8,641 | 12/31/2023 |
SMMV | 242,282 | $8,641 | 12/31/2023 |
Commonwealth Equity Services LLC | 218,943 | $8,199 | 03/31/2024 |
SMMV | 218,943 | $8,199 | 03/31/2024 |
LPL Financial LLC | 172,067 | $6,444 | 03/31/2024 |
SMMV | 172,067 | $6,444 | 03/31/2024 |
UBS Group AG | 155,383 | $5,546 | 12/31/2023 |
SMMV | 155,383 | $5,546 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 141,125 | $5,285 | 03/31/2024 |
SMMV | 141,125 | $5,285 | 03/31/2024 |
Raymond James Trust N.A. | 139,551 | $5,226 | 03/31/2024 |
SMMV | 139,551 | $5,226 | 03/31/2024 |
Summit Global Investments | 127,099 | $4,760 | 03/31/2024 |
SMMV | 127,099 | $4,760 | 03/31/2024 |
Brickley Wealth Management | 126,844 | $4,750 | 03/31/2024 |
SMMV | 126,844 | $4,750 | 03/31/2024 |
Wade Financial Advisory Inc | 128,319 | $4,580 | 12/31/2023 |
SMMV | 128,319 | $4,580 | 12/31/2023 |
Creative Planning | 92,607 | $3,305 | 12/31/2023 |
SMMV | 92,607 | $3,305 | 12/31/2023 |
Beacon Pointe Advisors LLC | 92,271 | $3,293 | 12/31/2023 |
SMMV | 92,271 | $3,293 | 12/31/2023 |
MML Investors Services LLC | 81,864 | $2,922 | 12/31/2023 |
SMMV | 81,864 | $2,922 | 12/31/2023 |
Rehmann Capital Advisory Group | 71,123 | $2,664 | 03/31/2024 |
SMMV | 71,123 | $2,664 | 03/31/2024 |
Royal Bank of Canada | 47,950 | $1,711 | 12/31/2023 |
SMMV | 47,950 | $1,711 | 12/31/2023 |
High Net Worth Advisory Group LLC | 44,764 | $1,676 | 03/31/2024 |
SMMV | 44,764 | $1,676 | 03/31/2024 |
Apollon Wealth Management LLC | 43,982 | $1,647 | 03/31/2024 |
SMMV | 43,982 | $1,647 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 44,955 | $1,604 | 12/31/2023 |
SMMV | 44,955 | $1,604 | 12/31/2023 |
Citadel Advisors LLC | 44,473 | $1,587 | 12/31/2023 |
SMMV | 44,473 | $1,587 | 12/31/2023 |
Armbruster Capital Management Inc. | 41,125 | $1,540 | 03/31/2024 |
SMMV | 41,125 | $1,540 | 03/31/2024 |
Burns Matteson Capital Management LLC | 40,371 | $1,441 | 12/31/2023 |
SMMV | 40,371 | $1,441 | 12/31/2023 |
Sage Mountain Advisors LLC | 33,080 | $1,239 | 03/31/2024 |
SMMV | 33,080 | $1,239 | 03/31/2024 |
Integrated Wealth Concepts LLC | 34,639 | $1,236 | 12/31/2023 |
SMMV | 34,639 | $1,236 | 12/31/2023 |
Kestra Advisory Services LLC | 32,919 | $1,175 | 12/31/2023 |
SMMV | 32,919 | $1,175 | 12/31/2023 |
Leelyn Smith LLC | 29,365 | $1,048 | 12/31/2023 |
SMMV | 29,365 | $1,048 | 12/31/2023 |
Consolidated Planning Corp | 27,075 | $1,014 | 03/31/2024 |
SMMV | 27,075 | $1,014 | 03/31/2024 |
Wells Fargo & Company MN | 26,198 | $981 | 03/31/2024 |
SMMV | 26,198 | $981 | 03/31/2024 |
IHT Wealth Management LLC | 27,364 | $977 | 12/31/2023 |
SMMV | 27,364 | $977 | 12/31/2023 |
Axxcess Wealth Management LLC | 27,163 | $969 | 12/31/2023 |
SMMV | 27,163 | $969 | 12/31/2023 |
Aurum Wealth Management Group LLC | 23,645 | $886 | 03/31/2024 |
SMMV | 23,645 | $886 | 03/31/2024 |
Private Advisor Group LLC | 23,137 | $866 | 03/31/2024 |
SMMV | 23,137 | $866 | 03/31/2024 |
Susquehanna International Group LLP | 22,027 | $825 | 03/31/2024 |
SMMV | 22,027 | $825 | 03/31/2024 |
Patriot Investment Management Inc. | 20,772 | $778 | 03/31/2024 |
SMMV | 20,772 | $778 | 03/31/2024 |
Resource Planning Group | 19,375 | $691 | 12/31/2023 |
SMMV | 19,375 | $691 | 12/31/2023 |
Mosaic Family Wealth Partners LLC | 16,947 | $605 | 12/31/2023 |
SMMV | 16,947 | $605 | 12/31/2023 |
Truist Financial Corp | 16,738 | $597 | 12/31/2023 |
SMMV | 16,738 | $597 | 12/31/2023 |
Evergreen Capital Management LLC | 16,680 | $595 | 12/31/2023 |
SMMV | 16,680 | $595 | 12/31/2023 |
Prime Capital Investment Advisors LLC | 15,479 | $552 | 12/31/2023 |
SMMV | 15,479 | $552 | 12/31/2023 |
Fortune Financial Advisors LLC | 13,607 | $510 | 03/31/2024 |
SMMV | 13,607 | $510 | 03/31/2024 |
Two Sigma Investments LP | 13,900 | $496 | 12/31/2023 |
SMMV | 13,900 | $496 | 12/31/2023 |
Adamsbrown Wealth Consultants LLC | 12,466 | $467 | 03/31/2024 |
SMMV | 12,466 | $467 | 03/31/2024 |
Global Assets Advisory LLC | 12,357 | $463 | 03/31/2024 |
SMMV | 12,357 | $463 | 03/31/2024 |
Captrust Financial Advisors | 12,898 | $460 | 12/31/2023 |
SMMV | 12,898 | $460 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 12,188 | $456 | 03/31/2024 |
SMMV | 12,188 | $456 | 03/31/2024 |
HBK Sorce Advisory LLC | 12,029 | $450 | 03/31/2024 |
SMMV | 12,029 | $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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