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Funds Holding SMOT

On this page, we present all of the funds holding SMOT from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SMOT, with a link to that fund's top holdings. The next columns indicate the amount of SMOT stock held by each of the funds holding SMOT, followed by the SMOT position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 63 funds holding SMOT within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Gradient Investments LLC. For more details on the positions held by Gradient Investments LLC (or by any of the other funds holding SMOT), click the fund name in the "Holder" column of the funds-holding-SMOT table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Gradient Investments LLC999,547$34,095 03/31/2024
     SMOT999,547$34,095 03/31/2024
Principle Wealth Partners LLC726,451$24,779 03/31/2024
     SMOT726,451$24,779 03/31/2024
Financial Management Network Inc.492,649$16,272 03/31/2024
     SMOT492,649$16,272 03/31/2024
LPL Financial LLC512,960$16,158 12/31/2023
     SMOT512,960$16,158 12/31/2023
Mesirow Financial Investment Management Inc.249,174$8,499 03/31/2024
     SMOT249,174$8,499 03/31/2024
Vista Private Wealth Partners. LLC274,621$8,365 12/31/2023
     SMOT274,621$8,365 12/31/2023
Raymond James & Associates194,258$6,626 03/31/2024
     SMOT194,258$6,626 03/31/2024
Apexium Financial LP181,261$6,183 03/31/2024
     SMOT181,261$6,183 03/31/2024
Bank of America Corp DE169,209$5,330 12/31/2023
     SMOT169,209$5,330 12/31/2023
Woodmont Investment Counsel LLC145,646$4,968 03/31/2024
     SMOT145,646$4,968 03/31/2024
Mariner LLC150,606$4,744 12/31/2023
     SMOT150,606$4,744 12/31/2023
David R. Rahn & Associates Inc.126,594$4,318 03/31/2024
     SMOT126,594$4,318 03/31/2024
MML Investors Services LLC110,182$3,471 12/31/2023
     SMOT110,182$3,471 12/31/2023
Cambridge Investment Research Advisors Inc.95,399$3,254 03/31/2024
     SMOT95,399$3,254 03/31/2024
Commonwealth Equity Services LLC89,139$2,808 12/31/2023
     SMOT89,139$2,808 12/31/2023
Raymond James Financial Services Advisors Inc.69,685$2,377 03/31/2024
     SMOT69,685$2,377 03/31/2024
First Foundation Advisors62,435$1,967 12/31/2023
     SMOT62,435$1,967 12/31/2023
EP Wealth Advisors LLC50,855$1,602 12/31/2023
     SMOT50,855$1,602 12/31/2023
Patton Albertson Miller Group LLC45,014$1,535 03/31/2024
     SMOT45,014$1,535 03/31/2024
Truist Financial Corp48,479$1,527 12/31/2023
     SMOT48,479$1,527 12/31/2023
Orion Portfolio Solutions LLC49,062$1,524 12/31/2023
     SMOT49,062$1,524 12/31/2023
Steward Partners Investment Advisory LLC43,973$1,385 12/31/2023
     SMOT43,973$1,385 12/31/2023
Stifel Financial Corp42,042$1,324 12/31/2023
     SMOT42,042$1,324 12/31/2023
Advisor Group Holdings Inc.40,542$1,277 12/31/2023
     SMOT40,542$1,277 12/31/2023
Icapital Wealth LLC40,000$1,260 12/31/2023
     SMOT40,000$1,260 12/31/2023
Lake Street Financial LLC30,290$1,033 03/31/2024
     SMOT30,290$1,033 03/31/2024
Visionary Wealth Advisors31,816$1,002 12/31/2023
     SMOT31,816$1,002 12/31/2023
Equitable Holdings Inc.28,523$898 12/31/2023
     SMOT28,523$898 12/31/2023
Beaumont Financial Advisors LLC28,329$892 12/31/2023
     SMOT28,329$892 12/31/2023
Capital Investment Advisory Services LLC25,540$871 03/31/2024
     SMOT25,540$871 03/31/2024
Royal Bank of Canada27,168$856 12/31/2023
     SMOT27,168$856 12/31/2023
Acorn Wealth Advisors LLC21,513$734 03/31/2024
     SMOT21,513$734 03/31/2024
HighTower Advisors LLC22,831$705 12/31/2023
     SMOT22,831$705 12/31/2023
VitalStone Financial LLC20,393$642 12/31/2023
     SMOT20,393$642 12/31/2023
CWM LLC18,120$618 03/31/2024
     SMOT18,120$618 03/31/2024
Argent Trust Co $573 12/31/2023
     SMOT18,200$573 12/31/2023
     ETF EQUITY18,840$0 12/31/2023
Western Wealth Management LLC17,848$562 12/31/2023
     SMOT17,848$562 12/31/2023
Allen Mooney & Barnes Investment Advisors LLC17,015$559 03/31/2024
     SMOT17,015$559 03/31/2024
Cetera Advisor Networks LLC15,920$501 12/31/2023
     SMOT15,920$501 12/31/2023
TRUE Private Wealth Advisors13,852$472 03/31/2024
     SMOT13,852$472 03/31/2024
Susquehanna International Group LLP14,305$451 12/31/2023
     SMOT14,305$451 12/31/2023
Citadel Advisors LLC14,262$449 12/31/2023
     SMOT14,262$449 12/31/2023
Private Advisor Group LLC14,217$448 12/31/2023
     SMOT14,217$448 12/31/2023
Ancora Advisors LLC13,523$426 12/31/2023
     SMOT13,523$426 12/31/2023
Etesian Wealth Advisors Inc.12,176$415 03/31/2024
     SMOT12,176$415 03/31/2024
AlphaCore Capital LLC11,350$358 12/31/2023
     SMOT11,350$358 12/31/2023
Lowe Wealth Advisors LLC9,470$323 03/31/2024
     SMOT9,470$323 03/31/2024
Stephens Inc. AR10,219$322 12/31/2023
     SMOT10,219$322 12/31/2023
Janney Montgomery Scott LLC9,848$310 12/31/2023
     SMOT9,848$310 12/31/2023
Prospera Financial Services Inc9,835$310 12/31/2023
     SMOT9,835$310 12/31/2023
Balboa Wealth Partners9,493$299 12/31/2023
     SMOT9,493$299 12/31/2023
Capital Analysts LLC9,300$293 12/31/2023
     SMOT9,300$293 12/31/2023
Soundwatch Capital LLC8,127$256 12/31/2023
     SMOT8,127$256 12/31/2023
SageView Advisory Group LLC7,619$237 12/31/2023
     SMOT7,619$237 12/31/2023
Randolph Co Inc6,377$218 03/31/2024
     SMOT6,377$218 03/31/2024
Tranquility Partners LLC6,812$215 12/31/2023
     SMOT6,812$215 12/31/2023
IAG Wealth Partners LLC2,305$79 03/31/2024
     SMOT2,305$79 03/31/2024
IFP Advisors Inc1,700$54 12/31/2023
     SMOT1,700$54 12/31/2023
Wells Fargo & Company MN1,390$44 12/31/2023
     SMOT1,390$44 12/31/2023
Financial Advisory Service Inc.827$26 12/31/2023
     SMOT827$26 12/31/2023
Clear Investment Research LLC558$18 12/31/2023
     SMOT558$18 12/31/2023
Van ECK Associates Corp200$6 12/31/2023
     SMOT200$6 12/31/2023
Morgan Stanley129$4 12/31/2023
     SMOT129$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     SMOT0$0 12/31/2023

See Summary: Institutional Holders of SMOT
See Details: Top 10 Hedge Funds Holding SMOT
Also See: SMOT Holdings Changes

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