There is a long list of 126 institutional holders of SMLF 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 SMLF by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SMLF table below, the initial column indicates the name of each top institutional holder of SMLF, with a link to that fund's top holdings. The next columns indicate the amount of SMLF stock held by each of the institutional holders of SMLF, followed by the SMLF 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
Strategic Financial Services Inc	3,892,016	$228,928	12/31/2023
SMLF	3,892,016	$228,928	12/31/2023
Wells Fargo & Company MN	1,123,867	$66,106	12/31/2023
SMLF	1,123,867	$66,106	12/31/2023
Acropolis Investment Management LLC	708,445	$45,043	03/31/2024
SMLF	708,445	$45,043	03/31/2024
BlackRock Inc.	497,929	$29,288	12/31/2023
SMLF	497,929	$29,288	12/31/2023
Financial Management Professionals Inc.	459,317	$29,203	03/31/2024
SMLF	459,317	$29,203	03/31/2024
Ullmann Financial Group Inc.	493,027	$29,000	12/31/2023
SMLF	493,027	$29,000	12/31/2023
Clearwater Capital Advisors LLC	460,400	$27,081	12/31/2023
SMLF	460,400	$27,081	12/31/2023
Integrated Wealth Concepts LLC	431,004	$25,352	12/31/2023
SMLF	431,004	$25,352	12/31/2023
CWM LLC	384,435	$24,442	03/31/2024
SMLF	384,435	$24,442	03/31/2024
Mercer Global Advisors Inc. ADV	356,320	$20,959	12/31/2023
SMLF	356,320	$20,959	12/31/2023
GYL Financial Synergies LLC	263,201	$15,481	12/31/2023
SMLF	263,201	$15,481	12/31/2023
Envestnet Asset Management Inc.	250,734	$14,748	12/31/2023
SMLF	250,734	$14,748	12/31/2023
UBS Group AG	169,056	$9,944	12/31/2023
SMLF	169,056	$9,944	12/31/2023
Bank of America Corp DE	145,199	$8,541	12/31/2023
SMLF	145,199	$8,541	12/31/2023
Ameriprise Financial Inc.	106,010	$6,236	12/31/2023
SMLF	106,010	$6,236	12/31/2023
Phillips Financial Management LLC	97,089	$5,711	12/31/2023
SMLF	97,089	$5,711	12/31/2023
Cerity Partners LLC	96,317	$5,665	12/31/2023
SMLF	96,317	$5,665	12/31/2023
First Ascent Asset Management LLC	95,441	$5,614	12/31/2023
SMLF	95,441	$5,614	12/31/2023
Addison Advisors LLC	95,342	$5,608	12/31/2023
SMLF	95,342	$5,608	12/31/2023
Wade Financial Advisory Inc	88,711	$5,218	12/31/2023
SMLF	88,711	$5,218	12/31/2023
Cora Capital Advisors LLC	79,741	$5,070	03/31/2024
SMLF	79,741	$5,070	03/31/2024
United Capital Financial Advisers LLC	82,345	$4,844	12/31/2023
SMLF	82,345	$4,844	12/31/2023
Commonwealth Equity Services LLC	77,638	$4,567	12/31/2023
SMLF	77,638	$4,567	12/31/2023
Cambridge Investment Research Advisors Inc.	76,966	$4,527	12/31/2023
SMLF	76,966	$4,527	12/31/2023
Apollon Financial LLC	68,849	$4,050	12/31/2023
SMLF	68,849	$4,050	12/31/2023
LPL Financial LLC	67,126	$3,948	12/31/2023
SMLF	67,126	$3,948	12/31/2023
Cetera Advisor Networks LLC	62,745	$3,691	12/31/2023
SMLF	62,745	$3,691	12/31/2023
GEM Asset Management LLC	62,501	$3,676	12/31/2023
SMLF	62,501	$3,676	12/31/2023
DDFG Inc	60,142	$3,538	12/31/2023
SMLF	60,142	$3,538	12/31/2023
Goldman Sachs Group Inc.	59,028	$3,472	12/31/2023
SMLF	59,028	$3,472	12/31/2023
MML Investors Services LLC	54,754	$3,221	12/31/2023
SMLF	54,754	$3,221	12/31/2023
Steward Partners Investment Advisory LLC	54,262	$3,192	12/31/2023
SMLF	54,262	$3,192	12/31/2023
D.A. Davidson & CO.	43,229	$2,543	12/31/2023
SMLF	43,229	$2,543	12/31/2023
Beirne Wealth Consulting Services LLC	40,425	$2,379	12/31/2023
SMLF	40,425	$2,379	12/31/2023
Kingsview Wealth Management LLC	40,093	$2,358	12/31/2023
SMLF	40,093	$2,358	12/31/2023
Cozad Asset Management Inc.	39,376	$2,316	12/31/2023
SMLF	39,376	$2,316	12/31/2023
DAGCO Inc.	39,210	$2,306	12/31/2023
SMLF	39,210	$2,306	12/31/2023
Dynamic Wealth Strategies LLC	39,210	$2,306	12/31/2023
SMLF	39,210	$2,306	12/31/2023
Parkside Financial Bank & Trust	35,633	$2,096	12/31/2023
SMLF	35,633	$2,096	12/31/2023
Citadel Advisors LLC	34,586	$2,034	12/31/2023
SMLF	34,586	$2,034	12/31/2023
Northwestern Mutual Wealth Management Co.	34,177	$2,010	12/31/2023
SMLF	34,177	$2,010	12/31/2023
Stratos Wealth Partners LTD.	30,175	$1,919	03/31/2024
SMLF	30,175	$1,919	03/31/2024
Jane Street Group LLC	30,310	$1,783	12/31/2023
SMLF	30,310	$1,783	12/31/2023
Wharton Business Group LLC	30,089	$1,770	12/31/2023
SMLF	30,089	$1,770	12/31/2023
BKM Wealth Management LLC	26,102	$1,660	03/31/2024
SMLF	26,102	$1,660	03/31/2024
QRG Capital Management Inc.	28,099	$1,653	12/31/2023
SMLF	28,099	$1,653	12/31/2023
FMA Wealth Management LLC	27,181	$1,599	12/31/2023
SMLF	27,181	$1,599	12/31/2023
US Bancorp DE	26,792	$1,576	12/31/2023
SMLF	26,792	$1,576	12/31/2023
Premier Path Wealth Partners LLC	25,643	$1,527	12/31/2023
SMLF	25,643	$1,527	12/31/2023
Brown Brothers Harriman & Co.	22,493	$1,323	12/31/2023
SMLF	22,493	$1,323	12/31/2023