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On this page, we present all of the funds holding SMMV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding SMMV, with a link to that fund's top holdings. The next columns
indicate the amount of SMMV stock held by each of the funds holding SMMV, followed by the SMMV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 122 funds holding SMMV within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Raymond James & Associates. For more details on the positions held by Raymond James & Associates
(or by any of the other funds holding SMMV), click the fund name in the "Holder" column of the funds-holding-SMMV table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Raymond James & Associates | 12,639,558 | $451,106 | 12/31/2023 | | SMMV | 12,639,558 | $451,106 | 12/31/2023 | | 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. | 400,261 | $14,285 | 12/31/2023 | | SMMV | 400,261 | $14,285 | 12/31/2023 | | Wealth Management Resources Inc. | 317,173 | $11,320 | 12/31/2023 | | SMMV | 317,173 | $11,320 | 12/31/2023 | | Commonwealth Equity Services LLC | 251,899 | $8,990 | 12/31/2023 | | SMMV | 251,899 | $8,990 | 12/31/2023 | | Ameriprise Financial Inc. | 242,282 | $8,641 | 12/31/2023 | | SMMV | 242,282 | $8,641 | 12/31/2023 | | LPL Financial LLC | 207,047 | $7,390 | 12/31/2023 | | SMMV | 207,047 | $7,390 | 12/31/2023 | | UBS Group AG | 155,383 | $5,546 | 12/31/2023 | | SMMV | 155,383 | $5,546 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 145,175 | $5,181 | 12/31/2023 | | SMMV | 145,175 | $5,181 | 12/31/2023 | | Summit Global Investments | 129,223 | $4,612 | 12/31/2023 | | SMMV | 129,223 | $4,612 | 12/31/2023 | | Wade Financial Advisory Inc | 128,319 | $4,580 | 12/31/2023 | | SMMV | 128,319 | $4,580 | 12/31/2023 | | Brickley Wealth Management | 126,825 | $4,526 | 12/31/2023 | | SMMV | 126,825 | $4,526 | 12/31/2023 | | Raymond James Trust N.A. | 126,690 | $4,522 | 12/31/2023 | | SMMV | 126,690 | $4,522 | 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 | 71,759 | $2,561 | 12/31/2023 | | SMMV | 71,759 | $2,561 | 12/31/2023 | | 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 | | 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 | | Apollon Wealth Management LLC | 43,394 | $1,549 | 12/31/2023 | | SMMV | 43,394 | $1,549 | 12/31/2023 | | Armbruster Capital Management Inc. | 40,975 | $1,462 | 12/31/2023 | | SMMV | 40,975 | $1,462 | 12/31/2023 | | Burns Matteson Capital Management LLC | 40,371 | $1,441 | 12/31/2023 | | SMMV | 40,371 | $1,441 | 12/31/2023 | | Integrated Wealth Concepts LLC | 34,639 | $1,236 | 12/31/2023 | | SMMV | 34,639 | $1,236 | 12/31/2023 | | Sage Mountain Advisors LLC | 33,080 | $1,181 | 12/31/2023 | | SMMV | 33,080 | $1,181 | 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 | | IHT Wealth Management LLC | 27,364 | $977 | 12/31/2023 | | SMMV | 27,364 | $977 | 12/31/2023 | | Consolidated Planning Corp | 27,328 | $975 | 12/31/2023 | | SMMV | 27,328 | $975 | 12/31/2023 | | Axxcess Wealth Management LLC | 27,163 | $969 | 12/31/2023 | | SMMV | 27,163 | $969 | 12/31/2023 | | Wells Fargo & Company MN | 24,982 | $892 | 12/31/2023 | | SMMV | 24,982 | $892 | 12/31/2023 | | Aurum Wealth Management Group LLC | 23,645 | $886 | 03/31/2024 | | SMMV | 23,645 | $886 | 03/31/2024 | | Susquehanna International Group LLP | 24,650 | $880 | 12/31/2023 | | SMMV | 24,650 | $880 | 12/31/2023 | | Patriot Investment Management Inc. | 20,772 | $778 | 03/31/2024 | | SMMV | 20,772 | $778 | 03/31/2024 | | Private Advisor Group LLC | 21,535 | $769 | 12/31/2023 | | SMMV | 21,535 | $769 | 12/31/2023 | | 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 | 13,988 | $499 | 12/31/2023 | | SMMV | 13,988 | $499 | 12/31/2023 | | Two Sigma Investments LP | 13,900 | $496 | 12/31/2023 | | SMMV | 13,900 | $496 | 12/31/2023 | | HBK Sorce Advisory LLC | 13,451 | $480 | 12/31/2023 | | SMMV | 13,451 | $480 | 12/31/2023 | | 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 | | Adamsbrown Wealth Consultants LLC | 12,220 | $436 | 12/31/2023 | | SMMV | 12,220 | $436 | 12/31/2023 | | Thrivent Financial for Lutherans | 11,891 | $424 | 12/31/2023 | | SMMV | 11,891 | $424 | 12/31/2023 | | Advisor Group Holdings Inc. | 11,041 | $394 | 12/31/2023 | | SMMV | 11,041 | $394 | 12/31/2023 | | TBH Global Asset Management LLC | 10,606 | $379 | 12/31/2023 | | SMMV | 10,606 | $379 | 12/31/2023 | | JPMorgan Chase & Co. | 8,718 | $311 | 12/31/2023 | | SMMV | 8,718 | $311 | 12/31/2023 | | Thoroughbred Financial Services LLC | 8,526 | $304 | 12/31/2023 | | SMMV | 8,526 | $304 | 12/31/2023 | | RSM US Wealth Management LLC | 8,121 | $290 | 12/31/2023 | | SMMV | 8,121 | $290 | 12/31/2023 | | Confluence Wealth Services Inc. | 7,517 | $268 | 12/31/2023 | | SMMV | 7,517 | $268 | 12/31/2023 | | First Citizens Bank & Trust Co. | 7,012 | $263 | 03/31/2024 | | SMMV | 7,012 | $263 | 03/31/2024 | | Buckingham Strategic Partners | 7,109 | $254 | 12/31/2023 | | SMMV | 7,109 | $254 | 12/31/2023 | | Concurrent Investment Advisors LLC | 7,122 | $254 | 12/31/2023 | | SMMV | 7,122 | $254 | 12/31/2023 | | DB Wealth Management Group LLC | 7,075 | $253 | 12/31/2023 | | SMMV | 7,075 | $253 | 12/31/2023 | | Tower Research Capital LLC TRC | 6,999 | $250 | 12/31/2023 | | SMMV | 6,999 | $250 | 12/31/2023 | | Ameritas Advisory Services LLC | 6,879 | $246 | 12/31/2023 | | SMMV | 6,879 | $246 | 12/31/2023 | | First Bank & Trust | 6,458 | $242 | 03/31/2024 | | SMMV | 6,458 | $242 | 03/31/2024 | | Morgan Stanley | 6,766 | $242 | 12/31/2023 | | SMMV | 6,766 | $242 | 12/31/2023 | | Princeton Global Asset Management LLC | 6,575 | $235 | 12/31/2023 | | SMMV | 6,575 | $235 | 12/31/2023 | | Harbour Investments Inc. | 6,345 | $226 | 12/31/2023 | | SMMV | 6,345 | $226 | 12/31/2023 | | Resources Investment Advisors LLC. | 6,099 | $218 | 12/31/2023 | | SMMV | 6,099 | $218 | 12/31/2023 | | Moloney Securities Asset Management LLC | 6,107 | $218 | 12/31/2023 | | SMMV | 6,107 | $218 | 12/31/2023 | | Avantax Advisory Services Inc. | 5,976 | $213 | 12/31/2023 | | SMMV | 5,976 | $213 | 12/31/2023 | | Cetera Advisor Networks LLC | 5,893 | $210 | 12/31/2023 | | SMMV | 5,893 | $210 | 12/31/2023 | | Financial Advisors LLC | 5,852 | $209 | 12/31/2023 | | SMMV | 5,852 | $209 | 12/31/2023 | | Raymond James Trust CO. of NH | 5,654 | $202 | 12/31/2023 | | SMMV | 5,654 | $202 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 5,316 | $190 | 12/31/2023 | | SMMV | 5,316 | $190 | 12/31/2023 | | S.A. Mason LLC | 4,638 | $174 | 03/31/2024 | | SMMV | 4,638 | $174 | 03/31/2024 | | Criterion Capital Advisors LLC | 3,892 | $146 | 03/31/2024 | | SMMV | 3,892 | $146 | 03/31/2024 | | Wetzel Investment Advisors Inc. | 4,018 | $143 | 12/31/2023 | | SMMV | 4,018 | $143 | 12/31/2023 | | Spire Wealth Management | 2,990 | $106 | 12/31/2023 | | SMMV | 2,990 | $106 | 12/31/2023 | | FMR LLC | 2,659 | $95 | 12/31/2023 | | SMMV | 2,659 | $95 | 12/31/2023 | | Comerica Bank | 2,456 | $88 | 12/31/2023 | | SMMV | 2,456 | $88 | 12/31/2023 | | Stephens Consulting LLC | 2,328 | $87 | 03/31/2024 | | SMMV | 2,328 | $87 | 03/31/2024 | | Provident Wealth Management LLC | 1,753 | $63 | 12/31/2023 | | SMMV | 1,753 | $63 | 12/31/2023 | | Ameritas Investment Partners Inc. | 1,568 | $56 | 12/31/2023 | | SMMV | 1,568 | $56 | 12/31/2023 | | EverSource Wealth Advisors LLC | 1,331 | $48 | 12/31/2023 | | SMMV | 1,331 | $48 | 12/31/2023 | | Global Retirement Partners LLC | 1,151 | $41 | 12/31/2023 | | SMMV | 1,151 | $41 | 12/31/2023 | | Colonial Trust Advisors | 1,125 | $40 | 12/31/2023 | | SMMV | 1,125 | $40 | 12/31/2023 | | Front Row Advisors LLC | 1,050 | $37 | 12/31/2023 | | SMMV | 1,050 | $37 | 12/31/2023 | | Pacific Center for Financial Services | 834 | $30 | 12/31/2023 | | SMMV | 834 | $30 | 12/31/2023 | | ORG Partners LLC | 823 | $29 | 12/31/2023 | | SMMV | 823 | $29 | 12/31/2023 | | Huntington National Bank | 745 | $27 | 12/31/2023 | | SMMV | 745 | $27 | 12/31/2023 | | US Bancorp DE | 669 | $24 | 12/31/2023 | | SMMV | 669 | $24 | 12/31/2023 | | The PNC Financial Services Group Inc. | 558 | $20 | 12/31/2023 | | SMMV | 558 | $20 | 12/31/2023 | | Beacon Capital Management LLC | 555 | $18 | 12/31/2023 | | SMMV | 555 | $18 | 12/31/2023 | | First Horizon Advisors Inc. | 406 | $14 | 12/31/2023 | | SMMV | 406 | $14 | 12/31/2023 | | Aspect Partners LLC | 379 | $14 | 12/31/2023 | | SMMV | 379 | $14 | 12/31/2023 | | Fifth Third Bancorp | 347 | $12 | 12/31/2023 | | SMMV | 347 | $12 | 12/31/2023 | | Blair William & Co. IL | 317 | $11 | 12/31/2023 | | SMMV | 317 | $11 | 12/31/2023 | | Clearstead Advisors LLC | 242 | $9 | 12/31/2023 | | SMMV | 242 | $9 | 12/31/2023 | | Advisory Services Network LLC | 245 | $9 | 12/31/2023 | | SMMV | 245 | $9 | 12/31/2023 | | Transamerica Financial Advisors Inc. | 224 | $8 | 12/31/2023 | | SMMV | 224 | $8 | 12/31/2023 | | IFP Advisors Inc | 226 | $8 | 12/31/2023 | | SMMV | 226 | $8 | 12/31/2023 | | Sugarloaf Wealth Management LLC | 237 | $8 | 12/31/2023 | | SMMV | 237 | $8 | 12/31/2023 | | Qube Research & Technologies Ltd | 233 | $8 | 12/31/2023 | | SMMV | 233 | $8 | 12/31/2023 | | Aspire Wealth Management Corp | 228 | $8 | 12/31/2023 | | SMMV | 228 | $8 | 12/31/2023 | | Indiana Trust & Investment Management CO | 191 | $7 | 03/31/2024 | | SMMV | 191 | $7 | 03/31/2024 | | Wolff Wiese Magana LLC | 180 | $7 | 03/31/2024 | | SMMV | 180 | $7 | 03/31/2024 | | Tennessee Valley Asset Management Partners | 189 | $7 | 12/31/2023 | | SMMV | 189 | $7 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 163 | $6 | 03/31/2024 | | SMMV | 163 | $6 | 03/31/2024 | | Founders Financial Alliance LLC | 130 | $5 | 12/31/2023 | | SMMV | 130 | $5 | 12/31/2023 | | GWM Advisors LLC | 119 | $4 | 12/31/2023 | | SMMV | 119 | $4 | 12/31/2023 | | Geneos Wealth Management Inc. | 118 | $4 | 12/31/2023 | | SMMV | 118 | $4 | 12/31/2023 | | PFG Private Wealth Management LLC | 74 | $3 | 12/31/2023 | | SMMV | 74 | $3 | 12/31/2023 | | Hazlett Burt & Watson Inc. | 56 | $2 | 12/31/2023 | | SMMV | 56 | $2 | 12/31/2023 | | Capital Investment Advisory Services LLC | 61 | $2 | 12/31/2023 | | SMMV | 61 | $2 | 12/31/2023 | | Archer Investment Corp | 67 | $2 | 12/31/2023 | | SMMV | 67 | $2 | 12/31/2023 | | Coppell Advisory Solutions LLC | 68 | $2 | 12/31/2023 | | SMMV | 68 | $2 | 12/31/2023 | | Castleview Partners LLC | 40 | $1 | 12/31/2023 | | SMMV | 40 | $1 | 12/31/2023 | | Tyler Stone Wealth Management | 29 | $1 | 12/31/2023 | | SMMV | 29 | $1 | 12/31/2023 | | Sachetta LLC | 39 | $1 | 12/31/2023 | | SMMV | 39 | $1 | 12/31/2023 | | American Capital Advisory LLC | 16 | $1 | 12/31/2023 | | SMMV | 16 | $1 | 12/31/2023 | | CWM LLC | 0 | $0 | 03/31/2024 | | SMMV | 0 | $0 | 03/31/2024 | | Future Financial Wealth Managment LLC | 1 | $0 | 03/31/2024 | | SMMV | 1 | $0 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | SMMV | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of SMMV
See Details: Top 10 Hedge Funds Holding SMMV
Also See: SMMV Holdings Changes
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