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There is a long list of 64 institutional holders of SMOT 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 SMOT by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-SMOT table below,
the initial column indicates the name of each top institutional holder of SMOT, with a link to that fund's top holdings. The next columns
indicate the amount of SMOT stock held by each of the institutional holders of SMOT, followed by the SMOT 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 |
|---|
 Gradient Investments LLC | 999,547 | $34,095 | 03/31/2024 | | SMOT | 999,547 | $34,095 | 03/31/2024 | | Principle Wealth Partners LLC | 726,451 | $24,779 | 03/31/2024 | | SMOT | 726,451 | $24,779 | 03/31/2024 | | Financial Management Network Inc. | 492,649 | $16,272 | 03/31/2024 | | SMOT | 492,649 | $16,272 | 03/31/2024 | | LPL Financial LLC | 512,960 | $16,158 | 12/31/2023 | | SMOT | 512,960 | $16,158 | 12/31/2023 | | Mesirow Financial Investment Management Inc. | 249,174 | $8,499 | 03/31/2024 | | SMOT | 249,174 | $8,499 | 03/31/2024 | | Vista Private Wealth Partners. LLC | 274,621 | $8,365 | 12/31/2023 | | SMOT | 274,621 | $8,365 | 12/31/2023 | | Raymond James & Associates | 194,258 | $6,626 | 03/31/2024 | | SMOT | 194,258 | $6,626 | 03/31/2024 | | Apexium Financial LP | 181,261 | $6,183 | 03/31/2024 | | SMOT | 181,261 | $6,183 | 03/31/2024 | | Bank of America Corp DE | 169,209 | $5,330 | 12/31/2023 | | SMOT | 169,209 | $5,330 | 12/31/2023 | | Woodmont Investment Counsel LLC | 145,646 | $4,968 | 03/31/2024 | | SMOT | 145,646 | $4,968 | 03/31/2024 | | Mariner LLC | 150,606 | $4,744 | 12/31/2023 | | SMOT | 150,606 | $4,744 | 12/31/2023 | | David R. Rahn & Associates Inc. | 126,594 | $4,318 | 03/31/2024 | | SMOT | 126,594 | $4,318 | 03/31/2024 | | MML Investors Services LLC | 110,182 | $3,471 | 12/31/2023 | | SMOT | 110,182 | $3,471 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 95,399 | $3,254 | 03/31/2024 | | SMOT | 95,399 | $3,254 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 69,685 | $2,377 | 03/31/2024 | | SMOT | 69,685 | $2,377 | 03/31/2024 | | First Foundation Advisors | 62,435 | $1,967 | 12/31/2023 | | SMOT | 62,435 | $1,967 | 12/31/2023 | | EP Wealth Advisors LLC | 50,855 | $1,602 | 12/31/2023 | | SMOT | 50,855 | $1,602 | 12/31/2023 | | Patton Albertson Miller Group LLC | 45,014 | $1,535 | 03/31/2024 | | SMOT | 45,014 | $1,535 | 03/31/2024 | | Truist Financial Corp | 48,479 | $1,527 | 12/31/2023 | | SMOT | 48,479 | $1,527 | 12/31/2023 | | Orion Portfolio Solutions LLC | 49,062 | $1,524 | 12/31/2023 | | SMOT | 49,062 | $1,524 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 43,973 | $1,385 | 12/31/2023 | | SMOT | 43,973 | $1,385 | 12/31/2023 | | Icapital Wealth LLC | 40,000 | $1,364 | 03/31/2024 | | SMOT | 40,000 | $1,364 | 03/31/2024 | | Stifel Financial Corp | 42,042 | $1,324 | 12/31/2023 | | SMOT | 42,042 | $1,324 | 12/31/2023 | | Advisor Group Holdings Inc. | 40,542 | $1,277 | 12/31/2023 | | SMOT | 40,542 | $1,277 | 12/31/2023 | | Western Wealth Management LLC | 35,957 | $1,226 | 03/31/2024 | | SMOT | 35,957 | $1,226 | 03/31/2024 | | Lake Street Financial LLC | 30,290 | $1,033 | 03/31/2024 | | SMOT | 30,290 | $1,033 | 03/31/2024 | | Visionary Wealth Advisors | 31,816 | $1,002 | 12/31/2023 | | SMOT | 31,816 | $1,002 | 12/31/2023 | | Equitable Holdings Inc. | 28,523 | $898 | 12/31/2023 | | SMOT | 28,523 | $898 | 12/31/2023 | | Beaumont Financial Advisors LLC | 28,329 | $892 | 12/31/2023 | | SMOT | 28,329 | $892 | 12/31/2023 | | Capital Investment Advisory Services LLC | 25,540 | $871 | 03/31/2024 | | SMOT | 25,540 | $871 | 03/31/2024 | | Royal Bank of Canada | 27,168 | $856 | 12/31/2023 | | SMOT | 27,168 | $856 | 12/31/2023 | | Acorn Wealth Advisors LLC | 21,513 | $734 | 03/31/2024 | | SMOT | 21,513 | $734 | 03/31/2024 | | HighTower Advisors LLC | 22,831 | $705 | 12/31/2023 | | SMOT | 22,831 | $705 | 12/31/2023 | | VitalStone Financial LLC | 20,393 | $642 | 12/31/2023 | | SMOT | 20,393 | $642 | 12/31/2023 | | CWM LLC | 18,120 | $618 | 03/31/2024 | | SMOT | 18,120 | $618 | 03/31/2024 |  Argent Trust Co | | $573 | 12/31/2023 | | SMOT | 18,200 | $573 | 12/31/2023 | | ETF EQUITY | 18,840 | $0 | 12/31/2023 | | Allen Mooney & Barnes Investment Advisors LLC | 17,015 | $559 | 03/31/2024 | | SMOT | 17,015 | $559 | 03/31/2024 | | Commonwealth Equity Services LLC | 14,955 | $510 | 03/31/2024 | | SMOT | 14,955 | $510 | 03/31/2024 | | Cetera Advisor Networks LLC | 15,920 | $501 | 12/31/2023 | | SMOT | 15,920 | $501 | 12/31/2023 | | TRUE Private Wealth Advisors | 13,852 | $472 | 03/31/2024 | | SMOT | 13,852 | $472 | 03/31/2024 | | Janney Montgomery Scott LLC | 13,606 | $464 | 03/31/2024 | | SMOT | 13,606 | $464 | 03/31/2024 | | Susquehanna International Group LLP | 14,305 | $451 | 12/31/2023 | | SMOT | 14,305 | $451 | 12/31/2023 | | Citadel Advisors LLC | 14,262 | $449 | 12/31/2023 | | SMOT | 14,262 | $449 | 12/31/2023 | | Ancora Advisors LLC | 13,523 | $426 | 12/31/2023 | | SMOT | 13,523 | $426 | 12/31/2023 | | Etesian Wealth Advisors Inc. | 12,176 | $415 | 03/31/2024 | | SMOT | 12,176 | $415 | 03/31/2024 | | Private Advisor Group LLC | 11,744 | $401 | 03/31/2024 | | SMOT | 11,744 | $401 | 03/31/2024 | | Stiles Financial Services Inc | 11,496 | $392 | 03/31/2024 | | SMOT | 11,496 | $392 | 03/31/2024 | | AlphaCore Capital LLC | 11,350 | $358 | 12/31/2023 | | SMOT | 11,350 | $358 | 12/31/2023 | | Lowe Wealth Advisors LLC | 9,470 | $323 | 03/31/2024 | | SMOT | 9,470 | $323 | 03/31/2024 | | Stephens Inc. AR | 10,219 | $322 | 12/31/2023 | | SMOT | 10,219 | $322 | 12/31/2023 |
See All: Funds Holding SMOT
See Details: Top 10 Hedge Funds Holding SMOT
Also See: SMOT Holdings Changes
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