SMOM · Symmetry Panoramic Sector Momentum ETF

$29.50 +0.11 (+0.37%) At close · Aug 14

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.

Quarter:

Holders: 7

Total Value: $343,528

Total Shares: 12,340

Institutional Ownership Trend

4 quarters

Holder Concentration

Across 7 13F filers · Δ vs Mar 31, 2026

Top Holder

41.1%

−50.2 pts

Top 5

95.5%

−4.4 pts

Top 10

100.0%

0.0 pts

HHI

2,560

Highly concentrated−5,795

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: 0

Institutional value: -99.4%

Shares held: -99.5%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Large OSAIC HOLDINGS, INC.	+1,170	1,437

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
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
Mid IFG Advisory, LLC	276	$7,683
Mid Integrated Wealth Concepts LLC	274	$7,627

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Small Symmetry Partners, LLC	2,099,906	$52,361,156
Mega ENVESTNET ASSET MANAGEMENT INC	97,750	$2,437,396
Mid Sequoia Financial Advisors, LLC	53,477	$1,333,448
Large Kestra Advisory Services, LLC	28,309	$705,884
Mid Prime Capital Investment Advisors, LLC	20,041	$499,722

Filter: New 5 Increased 1 Reduced 0 Sold out 5 Unchanged 1

Showing 7 of 7

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$141,115

41.08%

5,069

ROYAL BANK OF CANADA

$78,394

22.82%

2,816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	2,816	$78,394	100.0%	Defined

UBS Group AG

$40,672

11.84%

1,461

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Securities LLC	1,461	$40,672	100.0%	Defined

OSAIC HOLDINGS, INC.

$40,004

11.65%

1,437

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	1,437	$40,004	100.0%	Defined

HARBOUR INVESTMENTS, INC.

$28,033

8.16%

1,007

IFG Advisory, LLC

$7,683

2.24%

276

Integrated Wealth Concepts LLC

$7,627

2.22%

274

Key facts CIK 1736078 CUSIP 87190B888 13F (30d) 7 filings 7 filers