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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.
Holder | Amount | Position Size
($ in 1000's) | As of |
Capital Investment Advisors LLC | 1,874,360 | $121,852 | 12/31/2023 | SMDV | 1,874,360 | $121,852 | 12/31/2023 | Morgan Stanley | 1,509,920 | $98,160 | 12/31/2023 | SMDV | 1,509,920 | $98,160 | 12/31/2023 | Wells Fargo & Company MN | 536,086 | $34,851 | 12/31/2023 | SMDV | 536,086 | $34,851 | 12/31/2023 | UBS Group AG | 462,095 | $30,041 | 12/31/2023 | SMDV | 462,095 | $30,041 | 12/31/2023 | Bank of America Corp DE | 342,568 | $22,270 | 12/31/2023 | SMDV | 342,568 | $22,270 | 12/31/2023 | LPL Financial LLC | 274,535 | $17,847 | 12/31/2023 | SMDV | 274,535 | $17,847 | 12/31/2023 | Royal Bank of Canada | 242,353 | $15,755 | 12/31/2023 | SMDV | 242,353 | $15,755 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 238,697 | $15,518 | 12/31/2023 | SMDV | 238,697 | $15,518 | 12/31/2023 | Toth Financial Advisory Corp | 178,984 | $11,636 | 12/31/2023 | SMDV | 178,984 | $11,636 | 12/31/2023 | Arlington Trust Co LLC | 149,020 | $9,688 | 12/31/2023 | SMDV | 149,020 | $9,688 | 12/31/2023 | Baird Financial Group Inc. | 120,931 | $7,862 | 12/31/2023 | SMDV | 120,931 | $7,862 | 12/31/2023 | Commonwealth Equity Services LLC | 101,132 | $6,575 | 12/31/2023 | SMDV | 101,132 | $6,575 | 12/31/2023 | Cetera Investment Advisers | 89,994 | $5,851 | 12/31/2023 | SMDV | 89,994 | $5,851 | 12/31/2023 | Ameriprise Financial Inc. | 80,479 | $5,232 | 12/31/2023 | SMDV | 80,479 | $5,232 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 71,545 | $4,651 | 12/31/2023 | SMDV | 71,545 | $4,651 | 12/31/2023 | Advisor Group Holdings Inc. | 71,034 | $4,619 | 12/31/2023 | SMDV | 71,034 | $4,619 | 12/31/2023 | ForthRight Wealth Management LLC | 68,736 | $4,469 | 12/31/2023 | SMDV | 68,736 | $4,469 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 64,651 | $4,203 | 12/31/2023 | SMDV | 64,651 | $4,203 | 12/31/2023 | Susquehanna International Group LLP | | $3,579 | 12/31/2023 | Call | 48,400 | $3,146 | 12/31/2023 | SMDV | 6,656 | $433 | 12/31/2023 | IFG Advisory LLC | 52,958 | $3,443 | 12/31/2023 | SMDV | 52,958 | $3,443 | 12/31/2023 | Truist Financial Corp | 51,866 | $3,372 | 12/31/2023 | SMDV | 51,866 | $3,372 | 12/31/2023 | Raymond James & Associates | 49,263 | $3,203 | 12/31/2023 | SMDV | 49,263 | $3,203 | 12/31/2023 | Stifel Financial Corp | 48,793 | $3,172 | 12/31/2023 | SMDV | 48,793 | $3,172 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 48,641 | $3,162 | 12/31/2023 | SMDV | 48,641 | $3,162 | 12/31/2023 | Arlington Partners LLC | 47,244 | $3,071 | 12/31/2023 | SMDV | 47,244 | $3,071 | 12/31/2023 | Landmark Wealth Management LLC | 42,802 | $2,783 | 12/31/2023 | SMDV | 42,802 | $2,783 | 12/31/2023 | Smith Moore & CO. | 43,618 | $2,665 | 12/31/2023 | SMDV | 43,618 | $2,665 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 39,194 | $2,548 | 12/31/2023 | SMDV | 39,194 | $2,548 | 12/31/2023 | WBI Investments | 37,039 | $2,408 | 12/31/2023 | SMDV | 37,039 | $2,408 | 12/31/2023 | Oppenheimer & Co. Inc. | 29,218 | $1,899 | 12/31/2023 | SMDV | 29,218 | $1,899 | 12/31/2023 | Essex Financial Services Inc. | 28,334 | $1,842 | 12/31/2023 | SMDV | 28,334 | $1,842 | 12/31/2023 | New England Private Wealth Advisors LLC | 25,708 | $1,671 | 12/31/2023 | SMDV | 25,708 | $1,671 | 12/31/2023 | Parcion Private Wealth LLC | 24,893 | $1,618 | 12/31/2023 | SMDV | 24,893 | $1,618 | 12/31/2023 | Citadel Advisors LLC | | $1,563 | 12/31/2023 | SMDV | 24,238 | $1,576 | 12/31/2023 | Put | 200 | $13 | 12/31/2023 | Jacobi Capital Management LLC | 22,847 | $1,485 | 12/31/2023 | SMDV | 22,847 | $1,485 | 12/31/2023 | Wolverine Trading LLC | 21,485 | $1,397 | 12/31/2023 | SMDV | 21,485 | $1,397 | 12/31/2023 | JPMorgan Chase & Co. | 20,382 | $1,325 | 12/31/2023 | SMDV | 20,382 | $1,325 | 12/31/2023 | Pinnacle Associates Ltd. | 18,873 | $1,227 | 12/31/2023 | SMDV | 18,873 | $1,227 | 12/31/2023 | Envestnet Asset Management Inc. | 18,468 | $1,201 | 12/31/2023 | SMDV | 18,468 | $1,201 | 12/31/2023 | Equitable Holdings Inc. | 18,038 | $1,173 | 12/31/2023 | SMDV | 18,038 | $1,173 | 12/31/2023 | First Republic Investment Management Inc. | 20,422 | $1,155 | 09/30/2023 | SMDV | 20,422 | $1,155 | 09/30/2023 | PFG Investments LLC | 17,290 | $1,124 | 12/31/2023 | SMDV | 17,290 | $1,124 | 12/31/2023 | Royal Capital Wealth Management LLC | 16,865 | $1,096 | 12/31/2023 | SMDV | 16,865 | $1,096 | 12/31/2023 | Visionary Wealth Advisors | 16,398 | $1,066 | 12/31/2023 | SMDV | 16,398 | $1,066 | 12/31/2023 | Wedbush Securities Inc. | 15,846 | $1,030 | 12/31/2023 | SMDV | 15,846 | $1,030 | 12/31/2023 | MML Investors Services LLC | 15,724 | $1,022 | 12/31/2023 | SMDV | 15,724 | $1,022 | 12/31/2023 | WT Wealth Management | 14,522 | $944 | 12/31/2023 | SMDV | 14,522 | $944 | 12/31/2023 | Trueblood Wealth Management LLC | 13,948 | $907 | 12/31/2023 | SMDV | 13,948 | $907 | 12/31/2023 | Northwest Financial Advisors | 13,297 | $864 | 12/31/2023 | SMDV | 13,297 | $864 | 12/31/2023 | Harvest Investment Services LLC | 12,219 | $794 | 12/31/2023 | SMDV | 12,219 | $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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