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There is a long list of 136 institutional holders of SMMU 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 SMMU by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SMMU table below,
the initial column indicates the name of each top institutional holder of SMMU, with a link to that fund's top holdings. The next columns
indicate the amount of SMMU stock held by each of the institutional holders of SMMU, followed by the SMMU 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 |
Bank of America Corp DE | 1,097,825 | $54,921 | 12/31/2023 | SMMU | 1,097,825 | $54,921 | 12/31/2023 | CWM LLC | 856,174 | $42,723 | 03/31/2024 | SMMU | 856,174 | $42,723 | 03/31/2024 | Wealth Enhancement Advisory Services LLC | 639,166 | $31,894 | 03/31/2024 | SMMU | 639,166 | $31,894 | 03/31/2024 | Morgan Stanley | 631,632 | $31,598 | 12/31/2023 | SMMU | 631,632 | $31,598 | 12/31/2023 | Biltmore Wealth Management LLC | 368,867 | $18,453 | 12/31/2023 | SMMU | 368,867 | $18,453 | 12/31/2023 | Cetera Advisors LLC | 290,821 | $14,549 | 12/31/2023 | SMMU | 290,821 | $14,549 | 12/31/2023 | Captrust Financial Advisors | 286,844 | $14,350 | 12/31/2023 | SMMU | 286,844 | $14,350 | 12/31/2023 | Cerity Partners LLC | 271,995 | $13,643 | 12/31/2023 | SMMU | 271,995 | $13,643 | 12/31/2023 | Advisor Group Holdings Inc. | 267,583 | $13,387 | 12/31/2023 | SMMU | 267,583 | $13,387 | 12/31/2023 | Condor Capital Management | 230,055 | $11,509 | 12/31/2023 | SMMU | 230,055 | $11,509 | 12/31/2023 | Goldman Sachs Group Inc. | 222,784 | $11,145 | 12/31/2023 | SMMU | 222,784 | $11,145 | 12/31/2023 | Wells Fargo & Company MN | 207,340 | $10,373 | 12/31/2023 | SMMU | 207,340 | $10,373 | 12/31/2023 | Jane Street Group LLC | 202,498 | $10,130 | 12/31/2023 | SMMU | 202,498 | $10,130 | 12/31/2023 | LPL Financial LLC | 190,418 | $9,526 | 12/31/2023 | SMMU | 190,418 | $9,526 | 12/31/2023 | TD Capital Management LLC | 175,927 | $8,801 | 12/31/2023 | SMMU | 175,927 | $8,801 | 12/31/2023 | CarsonAllaria Wealth Management Ltd. | 126,287 | $6,318 | 12/31/2023 | SMMU | 126,287 | $6,318 | 12/31/2023 | Resources Investment Advisors LLC. | 114,079 | $5,707 | 12/31/2023 | SMMU | 114,079 | $5,707 | 12/31/2023 | Websterrogers Financial Advisors LLC | 107,916 | $5,399 | 12/31/2023 | SMMU | 107,916 | $5,399 | 12/31/2023 | Pictet North America Advisors SA | 107,200 | $5,363 | 12/31/2023 | SMMU | 107,200 | $5,363 | 12/31/2023 | Stifel Financial Corp | 94,721 | $4,739 | 12/31/2023 | SMMU | 94,721 | $4,739 | 12/31/2023 | Envestnet Asset Management Inc. | 92,796 | $4,642 | 12/31/2023 | SMMU | 92,796 | $4,642 | 12/31/2023 | Flow Traders U.S. LLC | 91,937 | $4,599 | 12/31/2023 | SMMU | 91,937 | $4,599 | 12/31/2023 | Cetera Advisor Networks LLC | 91,204 | $4,563 | 12/31/2023 | SMMU | 91,204 | $4,563 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 86,883 | $4,335 | 03/31/2024 | SMMU | 86,883 | $4,335 | 03/31/2024 | Signet Financial Management LLC | 86,807 | $4,332 | 03/31/2024 | SMMU | 86,807 | $4,332 | 03/31/2024 | Davis R M Inc. | 83,151 | $4,160 | 12/31/2023 | SMMU | 83,151 | $4,160 | 12/31/2023 | Westside Investment Management Inc. | 79,850 | $4,068 | 03/31/2024 | SMMU | 79,850 | $4,068 | 03/31/2024 | Kelman Lazarov Inc. | 68,815 | $3,443 | 12/31/2023 | SMMU | 68,815 | $3,443 | 12/31/2023 | Crumly & Associates Inc. | 67,651 | $3,384 | 12/31/2023 | SMMU | 67,651 | $3,384 | 12/31/2023 | Orion Portfolio Solutions LLC | 67,403 | $3,374 | 12/31/2023 | SMMU | 67,403 | $3,374 | 12/31/2023 | MML Investors Services LLC | 66,159 | $3,310 | 12/31/2023 | SMMU | 66,159 | $3,310 | 12/31/2023 | Bank of New York Mellon Corp | 62,227 | $3,105 | 03/31/2024 | SMMU | 62,227 | $3,105 | 03/31/2024 | Cedar Point Capital Partners LLC | 58,265 | $2,915 | 12/31/2023 | SMMU | 58,265 | $2,915 | 12/31/2023 | PAX Financial Group LLC | 56,691 | $2,832 | 12/31/2023 | SMMU | 56,691 | $2,832 | 12/31/2023 | IFP Advisors Inc | 56,391 | $2,821 | 12/31/2023 | SMMU | 56,391 | $2,821 | 12/31/2023 | ABLE Financial Group LLC | 55,318 | $2,767 | 12/31/2023 | SMMU | 55,318 | $2,767 | 12/31/2023 | Allworth Financial LP | 48,267 | $2,409 | 03/31/2024 | SMMU | 48,267 | $2,409 | 03/31/2024 | Inspirion Wealth Advisors LLC | 45,758 | $2,283 | 03/31/2024 | SMMU | 45,758 | $2,283 | 03/31/2024 | UBS Group AG | 44,736 | $2,238 | 12/31/2023 | SMMU | 44,736 | $2,238 | 12/31/2023 | Certified Advisory Corp | 43,921 | $2,197 | 12/31/2023 | SMMU | 43,921 | $2,197 | 12/31/2023 | Raymond James & Associates | 43,656 | $2,178 | 03/31/2024 | SMMU | 43,656 | $2,178 | 03/31/2024 | Cambridge Investment Research Advisors Inc. | 40,881 | $2,040 | 03/31/2024 | SMMU | 40,881 | $2,040 | 03/31/2024 | BCGM Wealth Management LLC | 39,825 | $1,992 | 12/31/2023 | SMMU | 39,825 | $1,992 | 12/31/2023 | NewSquare Capital LLC | 38,650 | $1,934 | 12/31/2023 | SMMU | 38,650 | $1,934 | 12/31/2023 | StrategIQ Financial Group LLC | 38,562 | $1,929 | 12/31/2023 | SMMU | 38,562 | $1,929 | 12/31/2023 | Skyline Advisors Inc. | 38,261 | $1,909 | 03/31/2024 | SMMU | 38,261 | $1,909 | 03/31/2024 | LongView Wealth Management | 37,902 | $1,891 | 03/31/2024 | SMMU | 37,902 | $1,891 | 03/31/2024 | Commonwealth Equity Services LLC | 37,668 | $1,880 | 03/31/2024 | SMMU | 37,668 | $1,880 | 03/31/2024 | Levy Wealth Management Group LLC | 37,225 | $1,862 | 03/31/2024 | SMMU | 37,225 | $1,862 | 03/31/2024 | Inspire Advisors LLC | 35,602 | $1,781 | 12/31/2023 | SMMU | 35,602 | $1,781 | 12/31/2023 |
See All: Funds Holding SMMU
See Details: Top 10 Hedge Funds Holding SMMU
Also See: SMMU Holdings Changes
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