SYMMETRY PANORAMIC TR (SMOM)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
14
Reporting holders
$68.3M
Reported value
0.0%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | $57.8M | 2,077,026 | 2.95% | 4q | -1.1%-$637.0K |
| ENVESTNET ASSET MANAGEMENT INC | $6.7M | 241,237 | 0.00% | 2q | +146.8%+$4.0M |
| Sequoia Financial Advisors, LLC | $1.3M | 46,771 | 0.01% | 4q | -12.5%-$186.7K |
| Kestra Advisory Services, LLC | $789.5K | 28,361 | 0.00% | 3q | HELD |
| Prime Capital Investment Advisors, LLC | $565.3K | 20,305 | 0.01% | 3q | +1.3%+$7.3K |
| MML INVESTORS SERVICES, LLC | $550.8K | 19,786 | 0.00% | new | NEW |
| LPL Financial LLC | $240.0K | 8,621 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.1K | 5,069 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $78.0K | 2,816 | 0.00% | new | NEW |
| UBS Group AG | $40.7K | 1,461 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $40.0K | 1,437 | 0.00% | 3q | +438.2%+$32.6K |
| HARBOUR INVESTMENTS, INC. | $28.0K | 1,007 | 0.00% | 2q | HELD |
| IFG Advisory, LLC | $7.7K | 276 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $7.6K | 274 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 14 | $68.3M | 2,454,447 | 7 | 3 | 2 | 0.0% |
| Q1 2026 | 7 | $57.4M | 2,300,757 | 2 | 3 | 1 | 0.0% |
| Q4 2025 | 6 | $55.9M | 2,165,399 | 4 | 2 | 0 | 0.0% |
| Q3 2025 | 2 | $5.5M | 212,955 | 2 | 0 | 0 | 0.0% |