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Institutional Holders of SMDV

There is a long list of 130 institutional holders of SMDV within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of SMDV by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SMDV table below, the initial column indicates the name of each top institutional holder of SMDV, with a link to that fund's top holdings. The next columns indicate the amount of SMDV stock held by each of the institutional holders of SMDV, followed by the SMDV position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Capital Investment Advisors LLC1,874,360$121,852 12/31/2023
     SMDV1,874,360$121,852 12/31/2023
Morgan Stanley1,509,920$98,160 12/31/2023
     SMDV1,509,920$98,160 12/31/2023
Wells Fargo & Company MN536,086$34,851 12/31/2023
     SMDV536,086$34,851 12/31/2023
UBS Group AG462,095$30,041 12/31/2023
     SMDV462,095$30,041 12/31/2023
Bank of America Corp DE342,568$22,270 12/31/2023
     SMDV342,568$22,270 12/31/2023
LPL Financial LLC274,535$17,847 12/31/2023
     SMDV274,535$17,847 12/31/2023
Royal Bank of Canada242,353$15,755 12/31/2023
     SMDV242,353$15,755 12/31/2023
Raymond James Financial Services Advisors Inc.238,697$15,518 12/31/2023
     SMDV238,697$15,518 12/31/2023
Toth Financial Advisory Corp178,984$11,636 12/31/2023
     SMDV178,984$11,636 12/31/2023
Arlington Trust Co LLC149,020$9,688 12/31/2023
     SMDV149,020$9,688 12/31/2023
Baird Financial Group Inc.120,931$7,862 12/31/2023
     SMDV120,931$7,862 12/31/2023
Commonwealth Equity Services LLC101,132$6,575 12/31/2023
     SMDV101,132$6,575 12/31/2023
Cetera Investment Advisers89,994$5,851 12/31/2023
     SMDV89,994$5,851 12/31/2023
Ameriprise Financial Inc.80,479$5,232 12/31/2023
     SMDV80,479$5,232 12/31/2023
Cambridge Investment Research Advisors Inc.71,545$4,651 12/31/2023
     SMDV71,545$4,651 12/31/2023
Advisor Group Holdings Inc.71,034$4,619 12/31/2023
     SMDV71,034$4,619 12/31/2023
ForthRight Wealth Management LLC68,736$4,469 12/31/2023
     SMDV68,736$4,469 12/31/2023
Northwestern Mutual Wealth Management Co.64,651$4,203 12/31/2023
     SMDV64,651$4,203 12/31/2023
Susquehanna International Group LLP $3,579 12/31/2023
     Call48,400$3,146 12/31/2023
     SMDV6,656$433 12/31/2023
IFG Advisory LLC52,958$3,443 12/31/2023
     SMDV52,958$3,443 12/31/2023
Truist Financial Corp51,866$3,372 12/31/2023
     SMDV51,866$3,372 12/31/2023
Raymond James & Associates49,263$3,203 12/31/2023
     SMDV49,263$3,203 12/31/2023
Stifel Financial Corp48,793$3,172 12/31/2023
     SMDV48,793$3,172 12/31/2023
Hennion & Walsh Asset Management Inc.48,641$3,162 12/31/2023
     SMDV48,641$3,162 12/31/2023
Arlington Partners LLC47,244$3,071 12/31/2023
     SMDV47,244$3,071 12/31/2023
Landmark Wealth Management LLC42,802$2,783 12/31/2023
     SMDV42,802$2,783 12/31/2023
Smith Moore & CO.43,618$2,665 12/31/2023
     SMDV43,618$2,665 12/31/2023
Benjamin F. Edwards & Company Inc.39,194$2,548 12/31/2023
     SMDV39,194$2,548 12/31/2023
WBI Investments37,039$2,408 12/31/2023
     SMDV37,039$2,408 12/31/2023
Oppenheimer & Co. Inc.29,218$1,899 12/31/2023
     SMDV29,218$1,899 12/31/2023
Essex Financial Services Inc.28,334$1,842 12/31/2023
     SMDV28,334$1,842 12/31/2023
New England Private Wealth Advisors LLC25,708$1,671 12/31/2023
     SMDV25,708$1,671 12/31/2023
Parcion Private Wealth LLC24,893$1,618 12/31/2023
     SMDV24,893$1,618 12/31/2023
Citadel Advisors LLC $1,563 12/31/2023
     SMDV24,238$1,576 12/31/2023
     Put200$13 12/31/2023
Jacobi Capital Management LLC22,847$1,485 12/31/2023
     SMDV22,847$1,485 12/31/2023
Wolverine Trading LLC21,485$1,397 12/31/2023
     SMDV21,485$1,397 12/31/2023
JPMorgan Chase & Co.20,382$1,325 12/31/2023
     SMDV20,382$1,325 12/31/2023
Pinnacle Associates Ltd.18,873$1,227 12/31/2023
     SMDV18,873$1,227 12/31/2023
Envestnet Asset Management Inc.18,468$1,201 12/31/2023
     SMDV18,468$1,201 12/31/2023
Equitable Holdings Inc.18,038$1,173 12/31/2023
     SMDV18,038$1,173 12/31/2023
First Republic Investment Management Inc.20,422$1,155 09/30/2023
     SMDV20,422$1,155 09/30/2023
PFG Investments LLC17,290$1,124 12/31/2023
     SMDV17,290$1,124 12/31/2023
Royal Capital Wealth Management LLC16,865$1,096 12/31/2023
     SMDV16,865$1,096 12/31/2023
Visionary Wealth Advisors16,398$1,066 12/31/2023
     SMDV16,398$1,066 12/31/2023
Wedbush Securities Inc.15,846$1,030 12/31/2023
     SMDV15,846$1,030 12/31/2023
MML Investors Services LLC15,724$1,022 12/31/2023
     SMDV15,724$1,022 12/31/2023
WT Wealth Management14,522$944 12/31/2023
     SMDV14,522$944 12/31/2023
Trueblood Wealth Management LLC13,948$907 12/31/2023
     SMDV13,948$907 12/31/2023
Northwest Financial Advisors13,297$864 12/31/2023
     SMDV13,297$864 12/31/2023
Harvest Investment Services LLC12,219$794 12/31/2023
     SMDV12,219$794 12/31/2023

See All: Funds Holding SMDV
See Details: Top 10 Hedge Funds Holding SMDV
Also See: SMDV Holdings Changes

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