Institutional shares held 12.8 Million
0 calls
0 puts
Total value of holdings $222M
$0 calls
$0 puts
# of Institutions 100


Latest Institutional Activity in SMB

Top Purchases

Q3 2025
Savant Capital, LLC Shares Held: 328K ($5.69M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 533K ($9.23M)
Q3 2025
Gradient Investments LLC Shares Held: 131K ($2.28M)
Q3 2025
Peoples Bank Shares Held: 21.9K ($379K)
Q3 2025
Jones Financial Companies Lllp Shares Held: 41.5K ($718K)

Top Sells

Q3 2025
Miracle Mile Advisors, LLC Shares Held: 299K ($5.18M)
Q3 2025
Ascent Group, LLC Shares Held: 41.5K ($719K)
Q3 2025
Detalus Advisors, LLC Shares Held: 20.8K ($360K)
Q3 2025
Envestnet Asset Management Inc Shares Held: 48.5K ($840K)
Q3 2025
Golden State Wealth Management, LLC Shares Held: 5.24K ($90.7K)

About SMB

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