SYMMETRY PANORAMIC SCTR MMNT (SMOM) Institutional Ownership Changes & 13F Activity
SYMMETRY PANORAMIC SCTR MMNT (SMOM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Symmetry Partners, Llc, Mml Investors Services, Llc, Lpl Financial Llc, and Sequoia Financial Advisors.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +143,487 | +146.8% | 241,237 | $6.72M | Q2 2026 | Sep 23, 2026 |
| Royal Bank Of Canada | Buy | +2,816 | — | 2,816 | $78.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,170 | +438.2% | 1,437 | $40.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +276 | — | 276 | $7.68K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +1,461 | — | 1,461 | $40.67K | Q2 2026 | Aug 13, 2026 |
| Mml Investors Services, Llc | Buy | +19,786 | — | 19,786 | $550.83K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +8,621 | — | 8,621 | $240.00K | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, Llc | Buy | +264 | +1.3% | 20,305 | $565.27K | Q2 2026 | Aug 05, 2026 |
| Kestra Advisory Services, Llc | Buy | +52 | +0.2% | 28,361 | $789.53K | Q2 2026 | Jul 28, 2026 |
| Symmetry Partners, Llc | Sell | -22,880 | -1.1% | 2,077,026 | $57.82M | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors | Sell | -6,706 | -12.5% | 46,771 | $1.30M | Q2 2026 | Jul 17, 2026 |
Frequently asked questions about SMOM activity
Which institutional owners are buying SMOM?
Institutional owners buying SMOM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SMOM activity?
"Buy" means an investor increased their reported position in SMOM compared to the prior reporting period. This reflects growing exposure to SYMMETRY PANORAMIC SCTR MMNT (SMOM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SMOM increasing?
Institutional interest in SMOM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.