SMOM · Symmetry Panoramic Sector Momentum ETF ETF
$29.27
-0.04 (-0.12%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 11
Total Value: $8,415,416
Total Shares: 302,289
Institutional Ownership Trend
4 quarters
Holder Concentration
Across 11 13F filers · Δ vs Mar 31, 2026Top Holder
79.8%
−11.5 pts
Top 5
97.6%
−2.3 pts
Top 10
99.9%
−0.1 pts
HHI
6,469
Highly concentrated−1,887
Quarterly Activity
vs Mar 31, 2026
New
7
Increased
3
Decreased
0
Sold Out
3
Unchanged
1
Holder count:
+4
Institutional value:
-85.3%
Shares held:
-86.9%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +143,487 | 241,237 | |
| Large OSAIC HOLDINGS, INC. | +1,170 | 1,437 | |
| Mid Prime Capital Investment Advisors, LLC | +264 | 20,305 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large MML INVESTORS SERVICES, LLC | 19,786 | $550,822 | |
| Mega LPL Financial LLC | 8,621 | $240,000 | |
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5,069 | $141,115 | |
| Mega ROYAL BANK OF CANADA | 2,816 | $78,394 | |
| Mega UBS Group AG | 1,461 | $40,672 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Symmetry Partners, LLC | 2,099,906 | $52,361,155 | |
| Mid Sequoia Financial Advisors, LLC | 53,477 | $1,333,448 | |
| Large Kestra Advisory Services, LLC | 28,309 | $705,884 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | $6,715,796 | 79.80% | 241,237 | Shares | 2026-08-03 | |
| Mid Prime Capital Investment Advisors, LLC | $565,270 | 6.72% | 20,305 | Shares | 2026-08-05 | |
| Large MML INVESTORS SERVICES, LLC | $550,822 | 6.55% | 19,786 | Shares | 2026-08-07 | |
| Mega LPL Financial LLC | $240,000 | 2.85% | 8,621 | Shares | 2026-08-07 | |
| Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141,115 | 1.68% | 5,069 | Shares | 2026-08-12 | |
| Mega ROYAL BANK OF CANADA Bank | $78,394 | 0.93% | 2,816 | Shares | 2026-08-14 | |
| Mega UBS Group AG | $40,672 | 0.48% | 1,461 | Shares | 2026-08-13 | |
| Large OSAIC HOLDINGS, INC. | $40,004 | 0.48% | 1,437 | Shares | 2026-08-14 | |
| Mid HARBOUR INVESTMENTS, INC. | $28,033 | 0.33% | 1,007 | Shares | 2026-08-12 | |
| Mid IFG Advisory, LLC | $7,683 | 0.09% | 276 | Shares | 2026-08-14 | |
| Mid Integrated Wealth Concepts LLC | $7,627 | 0.09% | 274 | Shares | 2026-08-12 |