# SYMMETRY PANORAMIC TR (SMOM)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SMOM/

- Reporting holders: 14
- Reported value: $75.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Symmetry Partners, LLC](https://holderbook.com/funds/1697493-symmetry-partners-llc/) | $57.8M | 2,077,026 | 2.9% | 4 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $13.4M | 482,474 | 0.0% | 2 |
| [Sequoia Financial Advisors, LLC](https://holderbook.com/funds/1599900-sequoia-financial-advisors-llc/) | $1.3M | 46,771 | 0.0% | 4 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $789.5K | 28,361 | 0.0% | 3 |
| [Prime Capital Investment Advisors, LLC](https://holderbook.com/funds/1731446-prime-capital-investment-advisors-llc/) | $565.3K | 20,305 | 0.0% | 3 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $550.8K | 19,786 | 0.0% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $240.0K | 8,621 | 0.0% | 1 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $141.1K | 5,069 | 0.0% | 1 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $78.0K | 2,816 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $40.7K | 1,461 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $40.0K | 1,437 | 0.0% | 3 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $28.0K | 1,007 | 0.0% | 2 |
| [IFG Advisory, LLC](https://holderbook.com/funds/1728319-ifg-advisory-llc/) | $7.7K | 276 | 0.0% | 1 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $7.6K | 274 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 14 | $75.0M |
| Q1 2026 | 7 | $57.4M |
| Q4 2025 | 6 | $55.9M |
| Q3 2025 | 2 | $5.5M |