Who owns SMOM?
Symmetry Panoramic Sector Momentum ETF · Symmetry
14 institutions reported holding SMOM, worth $68.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMOM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Symmetry Partners, LLC | Glastonbury, CT | $57.8M | 2,077,026 | −22,880 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.7M | 241,237 | +143,487 shares |
| Sequoia Financial Advisors, LLC | Akron, OH | $1.3M | 46,771 | −6,706 shares |
| Kestra Advisory Services, LLC | Austin, TX | $790K | 28,361 | +52 shares |
| Prime Capital Investment Advisors, LLC | Overland Park, KS | $565K | 20,305 | +264 shares |
| MML Investors Services, LLC | Springfield, MA | $551K | 19,786 | New position |
| LPL Financial LLC | Fort Mill, SC | $240K | 8,621 | New position |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $141K | 5,069 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $78K | 2,816 | New position |
| UBS Group AG | Zurich, Switzerland | $41K | 1,461 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMOM?
14 institutional managers reported holding SMOM in Form 13F filings for June 30, 2026, worth $68.3M in total. The largest reported position was held by Symmetry Partners, LLC, at $57.8M.
Did institutions buy or sell SMOM last quarter?
Reported 13F value rose 19.1% from March 31, 2026, which includes price moves as well as buying and selling. 7 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMOM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.