SMOM Institutional Ownership & Shareholders
SYMMETRY PANORAMIC SCTR MMNT (SMOM) is currently held by 13 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $66.20M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Symmetry Partners, Llc is currently the largest disclosed institutional shareholder of SMOM tracked by InsiderSet, reporting ownership valued at approximately $55.94M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $57.04M, representing an estimated gain of +1.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed SMOM value among the investors covered in this analysis. Major shareholders include Symmetry Partners, Llc, Envestnet Asset Management Inc, Sequoia Financial Advisors, and several other long-term asset managers with concentrated positions in SYMMETRY PANORAMIC SCTR MMNT (SMOM).
This page ranks the largest institutional SMOM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
13
Total Reported Value
$66.20M
Largest Holder
Symmetry Partners, Llc
Largest Position
$55.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
14
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Symmetry Partners, Llc | 2.86% | 1,935,325 | $55,941,538 | $57,042,156 | +$1,100,618 | +1.97% | |
| Envestnet Asset Management Inc | 0.00% | 241,237 | $6,715,780 | $7,110,268 | +$394,488 | +5.87% | |
| Sequoia Financial Advisors | 0.01% | 46,771 | $1,302,054 | $1,378,538 | +$76,484 | +5.87% | |
| Kestra Advisory Services, Llc | 0.00% | 23,368 | $675,469 | $688,753 | +$13,284 | +1.97% | |
| Prime Capital Investment Advisors, Llc | 0.01% | 20,211 | $584,209 | $595,703 | +$11,494 | +1.97% | |
| Mml Investors Services, Llc | 0.00% | 19,786 | $550,833 | $583,177 | +$32,344 | +5.87% | |
| Lpl Financial Llc | 0.00% | 8,621 | $239,999 | $254,097 | +$14,098 | +5.87% | |
| Royal Bank Of Canada | 0.00% | 2,816 | $78,000 | $82,999 | +$4,999 | +6.41% | |
| Ubs Group Ag | 0.00% | 1,461 | $40,673 | $43,062 | +$2,389 | +5.87% | |
| Osaic Holdings, Inc. | 0.00% | 1,437 | $40,002 | $42,354 | +$2,352 | +5.88% | |
| Harbour Investments, Inc. | 0.00% | 1,007 | $28,034 | $29,681 | +$1,647 | +5.87% | |
| Ifg Advisory, Llc | 0.00% | 276 | $7,684 | $8,135 | +$451 | +5.87% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,943 | $374 | $381,485 | +$381,111 | +101901.22% |
Frequently asked questions about SMOM
Who are the largest institutional holders of SMOM?
The largest institutional holders of SMOM reported in the latest SEC Form 13F filings include Symmetry Partners, Llc, Envestnet Asset Management Inc, Sequoia Financial Advisors, Kestra Advisory Services, Llc, and Prime Capital Investment Advisors, Llc. InsiderSet ranks institutional holders by their latest reported SMOM position.
What is SMOM institutional ownership?
This page tracks SMOM positions reported by institutional investment managers through SEC Form 13F. SYMMETRY PANORAMIC SCTR MMNT (SMOM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SMOM?
InsiderSet currently tracks 13 institutional managers reporting SMOM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SMOM shareholders.
How much SMOM stock do institutions own?
Institutional investment managers disclosed approximately $66.20M in SMOM holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SMOM institutional ownership last updated?
The latest SMOM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SMOM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SMOM position after the reporting date.
Are institutions buying or selling SMOM?
Institutional buying and selling can be analyzed by comparing SMOM positions across consecutive 13F reporting periods. InsiderSet's SMOM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SMOM ownership changes.
How has SMOM institutional ownership changed over time?
InsiderSet tracks SMOM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.