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On this page, we present all of the funds holding SMMU from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SMMU, with a link to that fund's top holdings. The next columns
indicate the amount of SMMU stock held by each of the funds holding SMMU, followed by the SMMU position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 136 funds holding SMMU within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding SMMU), click the fund name in the "Holder" column of the funds-holding-SMMU table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 1,097,825 | $54,921 | 12/31/2023 | | SMMU | 1,097,825 | $54,921 | 12/31/2023 | | CWM LLC | 856,174 | $42,723 | 03/31/2024 | | SMMU | 856,174 | $42,723 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 639,166 | $31,894 | 03/31/2024 | | SMMU | 639,166 | $31,894 | 03/31/2024 | | Morgan Stanley | 631,632 | $31,598 | 12/31/2023 | | SMMU | 631,632 | $31,598 | 12/31/2023 | | Biltmore Wealth Management LLC | 368,867 | $18,453 | 12/31/2023 | | SMMU | 368,867 | $18,453 | 12/31/2023 | | Cetera Advisors LLC | 290,821 | $14,549 | 12/31/2023 | | SMMU | 290,821 | $14,549 | 12/31/2023 | | Captrust Financial Advisors | 286,844 | $14,350 | 12/31/2023 | | SMMU | 286,844 | $14,350 | 12/31/2023 | | Cerity Partners LLC | 271,995 | $13,643 | 12/31/2023 | | SMMU | 271,995 | $13,643 | 12/31/2023 | | Advisor Group Holdings Inc. | 267,583 | $13,387 | 12/31/2023 | | SMMU | 267,583 | $13,387 | 12/31/2023 | | Condor Capital Management | 230,055 | $11,509 | 12/31/2023 | | SMMU | 230,055 | $11,509 | 12/31/2023 | | Goldman Sachs Group Inc. | 222,784 | $11,145 | 12/31/2023 | | SMMU | 222,784 | $11,145 | 12/31/2023 | | Wells Fargo & Company MN | 207,340 | $10,373 | 12/31/2023 | | SMMU | 207,340 | $10,373 | 12/31/2023 | | Jane Street Group LLC | 202,498 | $10,130 | 12/31/2023 | | SMMU | 202,498 | $10,130 | 12/31/2023 | | LPL Financial LLC | 190,418 | $9,526 | 12/31/2023 | | SMMU | 190,418 | $9,526 | 12/31/2023 | | TD Capital Management LLC | 175,927 | $8,801 | 12/31/2023 | | SMMU | 175,927 | $8,801 | 12/31/2023 | | CarsonAllaria Wealth Management Ltd. | 126,287 | $6,318 | 12/31/2023 | | SMMU | 126,287 | $6,318 | 12/31/2023 | | Resources Investment Advisors LLC. | 114,079 | $5,707 | 12/31/2023 | | SMMU | 114,079 | $5,707 | 12/31/2023 | | Websterrogers Financial Advisors LLC | 107,916 | $5,399 | 12/31/2023 | | SMMU | 107,916 | $5,399 | 12/31/2023 | | Pictet North America Advisors SA | 107,200 | $5,363 | 12/31/2023 | | SMMU | 107,200 | $5,363 | 12/31/2023 | | Stifel Financial Corp | 94,721 | $4,739 | 12/31/2023 | | SMMU | 94,721 | $4,739 | 12/31/2023 | | Envestnet Asset Management Inc. | 92,796 | $4,642 | 12/31/2023 | | SMMU | 92,796 | $4,642 | 12/31/2023 | | Flow Traders U.S. LLC | 91,937 | $4,599 | 12/31/2023 | | SMMU | 91,937 | $4,599 | 12/31/2023 | | Cetera Advisor Networks LLC | 91,204 | $4,563 | 12/31/2023 | | SMMU | 91,204 | $4,563 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 86,883 | $4,335 | 03/31/2024 | | SMMU | 86,883 | $4,335 | 03/31/2024 | | Signet Financial Management LLC | 86,807 | $4,332 | 03/31/2024 | | SMMU | 86,807 | $4,332 | 03/31/2024 | | Davis R M Inc. | 83,151 | $4,160 | 12/31/2023 | | SMMU | 83,151 | $4,160 | 12/31/2023 | | Westside Investment Management Inc. | 79,850 | $4,068 | 03/31/2024 | | SMMU | 79,850 | $4,068 | 03/31/2024 | | Kelman Lazarov Inc. | 68,815 | $3,443 | 12/31/2023 | | SMMU | 68,815 | $3,443 | 12/31/2023 | | Crumly & Associates Inc. | 67,651 | $3,384 | 12/31/2023 | | SMMU | 67,651 | $3,384 | 12/31/2023 | | Orion Portfolio Solutions LLC | 67,403 | $3,374 | 12/31/2023 | | SMMU | 67,403 | $3,374 | 12/31/2023 | | MML Investors Services LLC | 66,159 | $3,310 | 12/31/2023 | | SMMU | 66,159 | $3,310 | 12/31/2023 | | Bank of New York Mellon Corp | 62,227 | $3,105 | 03/31/2024 | | SMMU | 62,227 | $3,105 | 03/31/2024 | | Cedar Point Capital Partners LLC | 58,265 | $2,915 | 12/31/2023 | | SMMU | 58,265 | $2,915 | 12/31/2023 | | PAX Financial Group LLC | 56,691 | $2,832 | 12/31/2023 | | SMMU | 56,691 | $2,832 | 12/31/2023 | | IFP Advisors Inc | 56,391 | $2,821 | 12/31/2023 | | SMMU | 56,391 | $2,821 | 12/31/2023 | | ABLE Financial Group LLC | 55,318 | $2,767 | 12/31/2023 | | SMMU | 55,318 | $2,767 | 12/31/2023 | | Allworth Financial LP | 48,267 | $2,409 | 03/31/2024 | | SMMU | 48,267 | $2,409 | 03/31/2024 | | Inspirion Wealth Advisors LLC | 45,758 | $2,283 | 03/31/2024 | | SMMU | 45,758 | $2,283 | 03/31/2024 | | UBS Group AG | 44,736 | $2,238 | 12/31/2023 | | SMMU | 44,736 | $2,238 | 12/31/2023 | | Certified Advisory Corp | 43,921 | $2,197 | 12/31/2023 | | SMMU | 43,921 | $2,197 | 12/31/2023 | | Raymond James & Associates | 43,656 | $2,178 | 03/31/2024 | | SMMU | 43,656 | $2,178 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 40,881 | $2,040 | 03/31/2024 | | SMMU | 40,881 | $2,040 | 03/31/2024 | | BCGM Wealth Management LLC | 39,825 | $1,992 | 12/31/2023 | | SMMU | 39,825 | $1,992 | 12/31/2023 | | NewSquare Capital LLC | 38,650 | $1,934 | 12/31/2023 | | SMMU | 38,650 | $1,934 | 12/31/2023 | | StrategIQ Financial Group LLC | 38,562 | $1,929 | 12/31/2023 | | SMMU | 38,562 | $1,929 | 12/31/2023 | | Skyline Advisors Inc. | 38,261 | $1,909 | 03/31/2024 | | SMMU | 38,261 | $1,909 | 03/31/2024 | | LongView Wealth Management | 37,902 | $1,891 | 03/31/2024 | | SMMU | 37,902 | $1,891 | 03/31/2024 | | Commonwealth Equity Services LLC | 37,668 | $1,880 | 03/31/2024 | | SMMU | 37,668 | $1,880 | 03/31/2024 | | Levy Wealth Management Group LLC | 37,225 | $1,862 | 03/31/2024 | | SMMU | 37,225 | $1,862 | 03/31/2024 | | Inspire Advisors LLC | 35,602 | $1,781 | 12/31/2023 | | SMMU | 35,602 | $1,781 | 12/31/2023 | | AE Wealth Management LLC | 34,974 | $1,748 | 12/31/2023 | | SMMU | 34,974 | $1,748 | 12/31/2023 | | IAM Advisory LLC | 32,822 | $1,638 | 03/31/2024 | | SMMU | 32,822 | $1,638 | 03/31/2024 | | Cyndeo Wealth Partners LLC | 30,633 | $1,529 | 03/31/2024 | | SMMU | 30,633 | $1,529 | 03/31/2024 | | Garden State Investment Advisory Services LLC | 30,211 | $1,515 | 12/31/2023 | | SMMU | 30,211 | $1,515 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 30,215 | $1,508 | 03/31/2024 | | SMMU | 30,215 | $1,508 | 03/31/2024 | | HighTower Advisors LLC | 28,487 | $1,426 | 12/31/2023 | | SMMU | 28,487 | $1,426 | 12/31/2023 | | Sage Rhino Capital LLC | 25,933 | $1,294 | 03/31/2024 | | SMMU | 25,933 | $1,294 | 03/31/2024 | | Susquehanna International Group LLP | 25,220 | $1,262 | 12/31/2023 | | SMMU | 25,220 | $1,262 | 12/31/2023 | | Total Clarity Wealth Management Inc. | 24,349 | $1,215 | 03/31/2024 | | SMMU | 24,349 | $1,215 | 03/31/2024 | | MBL Wealth LLC | 22,350 | $1,115 | 03/31/2024 | | SMMU | 22,350 | $1,115 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 18,480 | $924 | 12/31/2023 | | SMMU | 18,480 | $924 | 12/31/2023 | | Avestar Capital LLC | 18,000 | $903 | 12/31/2023 | | SMMU | 18,000 | $903 | 12/31/2023 | | Visionary Wealth Advisors | 17,889 | $895 | 12/31/2023 | | SMMU | 17,889 | $895 | 12/31/2023 | | Rockefeller Capital Management L.P. | 15,612 | $781 | 12/31/2023 | | SMMU | 15,612 | $781 | 12/31/2023 | | Equitable Holdings Inc. | 15,072 | $754 | 12/31/2023 | | SMMU | 15,072 | $754 | 12/31/2023 | | GWM Advisors LLC | 14,981 | $749 | 12/31/2023 | | SMMU | 14,981 | $749 | 12/31/2023 | | Tyler Stone Wealth Management | 14,887 | $745 | 12/31/2023 | | SMMU | 14,887 | $745 | 12/31/2023 | | SageView Advisory Group LLC | 13,536 | $678 | 12/31/2023 | | SMMU | 13,536 | $678 | 12/31/2023 | | Virtue Capital Management LLC | 13,386 | $669 | 12/31/2023 | | SMMU | 13,386 | $669 | 12/31/2023 | | Bedel Financial Consulting Inc. | 13,184 | $660 | 12/31/2023 | | SMMU | 13,184 | $660 | 12/31/2023 | | Kooman & Associates | 13,177 | $659 | 12/31/2023 | | SMMU | 13,177 | $659 | 12/31/2023 | | Thrivent Financial for Lutherans | 13,128 | $657 | 12/31/2023 | | SMMU | 13,128 | $657 | 12/31/2023 | | YHB Investment Advisors Inc. | 12,845 | $641 | 03/31/2024 | | SMMU | 12,845 | $641 | 03/31/2024 | | Avantax Advisory Services Inc. | 12,573 | $629 | 12/31/2023 | | SMMU | 12,573 | $629 | 12/31/2023 | | Watchman Group Inc. | 12,503 | $625 | 12/31/2023 | | SMMU | 12,503 | $625 | 12/31/2023 | | Financial Advocates Investment Management | 12,064 | $604 | 12/31/2023 | | SMMU | 12,064 | $604 | 12/31/2023 | | Baird Financial Group Inc. | 11,774 | $589 | 12/31/2023 | | SMMU | 11,774 | $589 | 12/31/2023 | | AdvisorNet Financial Inc | 10,505 | $524 | 03/31/2024 | | SMMU | 10,505 | $524 | 03/31/2024 | | WBH Advisory Inc. | 10,261 | $512 | 03/31/2024 | | SMMU | 10,261 | $512 | 03/31/2024 | | Greenleaf Trust | 10,234 | $511 | 03/31/2024 | | SMMU | 10,234 | $511 | 03/31/2024 | | Premier Path Wealth Partners LLC | 10,200 | $509 | 03/31/2024 | | SMMU | 10,200 | $509 | 03/31/2024 | | Royal Bank of Canada | 10,177 | $509 | 12/31/2023 | | SMMU | 10,177 | $509 | 12/31/2023 | | Rehmann Capital Advisory Group | 9,630 | $482 | 12/31/2023 | | SMMU | 9,630 | $482 | 12/31/2023 | | Madison Wealth Partners Inc | 9,239 | $461 | 03/31/2024 | | SMMU | 9,239 | $461 | 03/31/2024 | | JPMorgan Chase & Co. | 8,656 | $433 | 12/31/2023 | | SMMU | 8,656 | $433 | 12/31/2023 | | PFG Advisors | 8,339 | $417 | 12/31/2023 | | SMMU | 8,339 | $417 | 12/31/2023 | | Creative Planning | 7,998 | $400 | 12/31/2023 | | SMMU | 7,998 | $400 | 12/31/2023 | | Wintrust Investments LLC | 7,783 | $389 | 12/31/2023 | | SMMU | 7,783 | $389 | 12/31/2023 | | Williams & Novak LLC | 7,750 | $388 | 03/31/2024 | | SMMU | 7,750 | $388 | 03/31/2024 | | Raymond James Trust N.A. | 7,708 | $385 | 03/31/2024 | | SMMU | 7,708 | $385 | 03/31/2024 | | Comerica Bank | 7,678 | $384 | 12/31/2023 | | SMMU | 7,678 | $384 | 12/31/2023 | | Capital Market Strategies LLC | 7,560 | $377 | 03/31/2024 | | SMMU | 7,560 | $377 | 03/31/2024 | | Kuhn & Co Investment Counsel | 7,471 | $374 | 12/31/2023 | | SMMU | 7,471 | $374 | 12/31/2023 | | Syverson Strege & Co | 7,383 | $369 | 12/31/2023 | | SMMU | 7,383 | $369 | 12/31/2023 | | DAVENPORT & Co LLC | 7,078 | $354 | 12/31/2023 | | SMMU | 7,078 | $354 | 12/31/2023 | | Good Life Advisors LLC | 6,955 | $348 | 12/31/2023 | | SMMU | 6,955 | $348 | 12/31/2023 | | Capital Advisors Ltd. LLC | 6,600 | $329 | 03/31/2024 | | SMMU | 6,600 | $329 | 03/31/2024 | | Ehrlich Financial Group | 6,148 | $307 | 03/31/2024 | | SMMU | 6,148 | $307 | 03/31/2024 | | Sittner & Nelson LLC | 6,000 | $300 | 12/31/2023 | | SMMU | 6,000 | $300 | 12/31/2023 | | J.W. Cole Advisors Inc. | 5,771 | $289 | 12/31/2023 | | SMMU | 5,771 | $289 | 12/31/2023 | | First Heartland Consultants Inc. | 5,636 | $282 | 12/31/2023 | | SMMU | 5,636 | $282 | 12/31/2023 | | Amplius Wealth Advisors LLC | 5,249 | $262 | 03/31/2024 | | SMMU | 5,249 | $262 | 03/31/2024 | | TruWealth Advisors LLC | 5,021 | $251 | 03/31/2024 | | SMMU | 5,021 | $251 | 03/31/2024 | | Harbour Investments Inc. | 4,905 | $245 | 12/31/2023 | | SMMU | 4,905 | $245 | 12/31/2023 | | Bouchey Financial Group Ltd | 4,720 | $236 | 03/31/2024 | | SMMU | 4,720 | $236 | 03/31/2024 | | Lincoln National Corp | 4,691 | $235 | 12/31/2023 | | SMMU | 4,691 | $235 | 12/31/2023 | | Belpointe Asset Management LLC | 4,603 | $230 | 12/31/2023 | | SMMU | 4,603 | $230 | 12/31/2023 | | Dean Jacobson Financial Services LLC | 4,503 | $225 | 03/31/2024 | | SMMU | 4,503 | $225 | 03/31/2024 | | Leelyn Smith LLC | 4,022 | $201 | 12/31/2023 | | SMMU | 4,022 | $201 | 12/31/2023 | | Gradient Investments LLC | 3,894 | $194 | 03/31/2024 | | SMMU | 3,894 | $194 | 03/31/2024 | | Hallmark Capital Management Inc. | 3,192 | $160 | 12/31/2023 | | SMMU | 3,192 | $160 | 12/31/2023 | | Jones Financial Companies Lllp | 2,810 | $141 | 12/31/2023 | | SMMU | 2,810 | $141 | 12/31/2023 | | LGT Financial Advisors LLC | 1,975 | $99 | 12/31/2023 | | SMMU | 1,975 | $99 | 12/31/2023 | | US Bancorp DE | 1,781 | $89 | 12/31/2023 | | SMMU | 1,781 | $89 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 1,700 | $85 | 12/31/2023 | | SMMU | 1,700 | $85 | 12/31/2023 | | Hollencrest Capital Management | 1,430 | $72 | 12/31/2023 | | SMMU | 1,430 | $72 | 12/31/2023 | | GeoWealth Management LLC | 1,356 | $68 | 12/31/2023 | | SMMU | 1,356 | $68 | 12/31/2023 | | Aptus Capital Advisors LLC | 1,083 | $54 | 12/31/2023 | | SMMU | 1,083 | $54 | 12/31/2023 | | Anchor Investment Management LLC | 1,000 | $50 | 12/31/2023 | | SMMU | 1,000 | $50 | 12/31/2023 | | Key Financial Inc | 989 | $49 | 12/31/2023 | | SMMU | 989 | $49 | 12/31/2023 | | Element Wealth LLC | 821 | $41 | 12/31/2023 | | SMMU | 821 | $41 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 828 | $41 | 12/31/2023 | | SMMU | 828 | $41 | 12/31/2023 | | IAG Wealth Partners LLC | 700 | $35 | 03/31/2024 | | SMMU | 700 | $35 | 03/31/2024 | | Private Trust Co. NA | 530 | $26 | 03/31/2024 | | SMMU | 530 | $26 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 472 | $24 | 03/31/2024 | | SMMU | 472 | $24 | 03/31/2024 | | Sunbelt Securities Inc. | 472 | $24 | 03/31/2024 | | SMMU | 472 | $24 | 03/31/2024 | | Tidemark LLC | 434 | $22 | 12/31/2023 | | SMMU | 434 | $22 | 12/31/2023 | | Clarity Asset Management Inc. | 368 | $18 | 12/31/2023 | | SMMU | 368 | $18 | 12/31/2023 | | Global Retirement Partners LLC | 278 | $14 | 03/31/2024 | | SMMU | 278 | $14 | 03/31/2024 | | Assetmark Inc. | 288 | $14 | 12/31/2023 | | SMMU | 288 | $14 | 12/31/2023 | | Colonial Trust Co SC | 250 | $13 | 12/31/2023 | | SMMU | 250 | $13 | 12/31/2023 | | Allianz Asset Management GmbH | 228 | $11 | 12/31/2023 | | SMMU | 228 | $11 | 12/31/2023 | | Geneos Wealth Management Inc. | 225 | $11 | 12/31/2023 | | SMMU | 225 | $11 | 12/31/2023 | | Penserra Capital Management LLC | 148 | $7 | 12/31/2023 | | SMMU | 148 | $7 | 12/31/2023 | | Salem Investment Counselors Inc. | 123 | $6 | 03/31/2024 | | SMMU | 123 | $6 | 03/31/2024 | | Nelson Van Denburg & Campbell Wealth Management Group LLC | 51 | $3 | 12/31/2023 | | SMMU | 51 | $3 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | SMMU | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SMMU
See Details: Top 10 Hedge Funds Holding SMMU
Also See: SMMU Holdings Changes
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