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Institutional Holders of SMMU

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Bank of America Corp DE1,097,825$54,921 12/31/2023
     SMMU1,097,825$54,921 12/31/2023
CWM LLC856,174$42,723 03/31/2024
     SMMU856,174$42,723 03/31/2024
Wealth Enhancement Advisory Services LLC639,166$31,894 03/31/2024
     SMMU639,166$31,894 03/31/2024
Morgan Stanley631,632$31,598 12/31/2023
     SMMU631,632$31,598 12/31/2023
Biltmore Wealth Management LLC368,867$18,453 12/31/2023
     SMMU368,867$18,453 12/31/2023
Cetera Advisors LLC290,821$14,549 12/31/2023
     SMMU290,821$14,549 12/31/2023
Captrust Financial Advisors286,844$14,350 12/31/2023
     SMMU286,844$14,350 12/31/2023
Cerity Partners LLC271,995$13,643 12/31/2023
     SMMU271,995$13,643 12/31/2023
Advisor Group Holdings Inc.267,583$13,387 12/31/2023
     SMMU267,583$13,387 12/31/2023
Condor Capital Management230,055$11,509 12/31/2023
     SMMU230,055$11,509 12/31/2023
Goldman Sachs Group Inc.222,784$11,145 12/31/2023
     SMMU222,784$11,145 12/31/2023
Wells Fargo & Company MN207,340$10,373 12/31/2023
     SMMU207,340$10,373 12/31/2023
Jane Street Group LLC202,498$10,130 12/31/2023
     SMMU202,498$10,130 12/31/2023
LPL Financial LLC190,418$9,526 12/31/2023
     SMMU190,418$9,526 12/31/2023
TD Capital Management LLC175,927$8,801 12/31/2023
     SMMU175,927$8,801 12/31/2023
CarsonAllaria Wealth Management Ltd.126,287$6,318 12/31/2023
     SMMU126,287$6,318 12/31/2023
Resources Investment Advisors LLC.114,079$5,707 12/31/2023
     SMMU114,079$5,707 12/31/2023
Websterrogers Financial Advisors LLC107,916$5,399 12/31/2023
     SMMU107,916$5,399 12/31/2023
Pictet North America Advisors SA107,200$5,363 12/31/2023
     SMMU107,200$5,363 12/31/2023
Stifel Financial Corp94,721$4,739 12/31/2023
     SMMU94,721$4,739 12/31/2023
Envestnet Asset Management Inc.92,796$4,642 12/31/2023
     SMMU92,796$4,642 12/31/2023
Flow Traders U.S. LLC91,937$4,599 12/31/2023
     SMMU91,937$4,599 12/31/2023
Cetera Advisor Networks LLC91,204$4,563 12/31/2023
     SMMU91,204$4,563 12/31/2023
Raymond James Financial Services Advisors Inc.86,883$4,335 03/31/2024
     SMMU86,883$4,335 03/31/2024
Signet Financial Management LLC86,807$4,332 03/31/2024
     SMMU86,807$4,332 03/31/2024
Davis R M Inc.83,151$4,160 12/31/2023
     SMMU83,151$4,160 12/31/2023
Westside Investment Management Inc.79,850$4,068 03/31/2024
     SMMU79,850$4,068 03/31/2024
Kelman Lazarov Inc.68,815$3,443 12/31/2023
     SMMU68,815$3,443 12/31/2023
Crumly & Associates Inc.67,651$3,384 12/31/2023
     SMMU67,651$3,384 12/31/2023
Orion Portfolio Solutions LLC67,403$3,374 12/31/2023
     SMMU67,403$3,374 12/31/2023
MML Investors Services LLC66,159$3,310 12/31/2023
     SMMU66,159$3,310 12/31/2023
Bank of New York Mellon Corp62,227$3,105 03/31/2024
     SMMU62,227$3,105 03/31/2024
Cedar Point Capital Partners LLC58,265$2,915 12/31/2023
     SMMU58,265$2,915 12/31/2023
PAX Financial Group LLC56,691$2,832 12/31/2023
     SMMU56,691$2,832 12/31/2023
IFP Advisors Inc56,391$2,821 12/31/2023
     SMMU56,391$2,821 12/31/2023
ABLE Financial Group LLC55,318$2,767 12/31/2023
     SMMU55,318$2,767 12/31/2023
Allworth Financial LP48,267$2,409 03/31/2024
     SMMU48,267$2,409 03/31/2024
Inspirion Wealth Advisors LLC45,758$2,283 03/31/2024
     SMMU45,758$2,283 03/31/2024
UBS Group AG44,736$2,238 12/31/2023
     SMMU44,736$2,238 12/31/2023
Certified Advisory Corp43,921$2,197 12/31/2023
     SMMU43,921$2,197 12/31/2023
Raymond James & Associates43,656$2,178 03/31/2024
     SMMU43,656$2,178 03/31/2024
Cambridge Investment Research Advisors Inc.40,881$2,040 03/31/2024
     SMMU40,881$2,040 03/31/2024
BCGM Wealth Management LLC39,825$1,992 12/31/2023
     SMMU39,825$1,992 12/31/2023
NewSquare Capital LLC38,650$1,934 12/31/2023
     SMMU38,650$1,934 12/31/2023
StrategIQ Financial Group LLC38,562$1,929 12/31/2023
     SMMU38,562$1,929 12/31/2023
Skyline Advisors Inc.38,261$1,909 03/31/2024
     SMMU38,261$1,909 03/31/2024
LongView Wealth Management37,902$1,891 03/31/2024
     SMMU37,902$1,891 03/31/2024
Commonwealth Equity Services LLC37,668$1,880 03/31/2024
     SMMU37,668$1,880 03/31/2024
Levy Wealth Management Group LLC37,225$1,862 03/31/2024
     SMMU37,225$1,862 03/31/2024
Inspire Advisors LLC35,602$1,781 12/31/2023
     SMMU35,602$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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