SMOM Symmetry Panoramic Sector Momentum ETF
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Institutional owners (13F) 14 filers · $25.9M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 7 (+5 vs prior Q) | 0 (-1 vs prior Q) | 4 (+2 vs prior Q) | 2 (0 vs prior Q) | +170K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| Symmetry Partners, LLC | $15,423,307 | 554,020 | 59.48% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $6,715,780 | 241,237 | 25.90% | Shares |
| Sequoia Financial Advisors, LLC | $1,302,054 | 46,771 | 5.02% | Shares |
| Kestra Advisory Services, LLC | $789,530 | 28,361 | 3.04% | Shares |
| Prime Capital Investment Advisors, LLC | $565,269 | 20,305 | 2.18% | Shares |
| MML INVESTORS SERVICES, LLC | $550,833 | 19,786 | 2.12% | Shares |
| LPL Financial LLC | $239,999 | 8,621 | 0.93% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141,115 | 5,069 | 0.54% | Shares |
| ROYAL BANK OF CANADA | $78,000 | 2,816 | 0.30% | Shares |
| UBS Group AG | $40,673 | 1,461 | 0.16% | Shares |
| OSAIC HOLDINGS, INC. | $40,002 | 1,437 | 0.15% | Shares |
| HARBOUR INVESTMENTS, INC. | $28,034 | 1,007 | 0.11% | Shares |
| IFG Advisory, LLC | $7,684 | 276 | 0.03% | Shares |
| Integrated Wealth Concepts LLC | $7,628 | 274 | 0.03% | Shares |