Institutional shares held 26.5 Million
0 calls
0 puts
Total value of holdings $750M
$0 calls
$0 puts
# of Institutions 57


Latest Institutional Activity in SMIG

Top Purchases

Q3 2025
Bank Of America Corp Shares Held: 9.65M ($273M)
Q3 2025
Morgan Stanley Shares Held: 6.17M ($175M)
Q3 2025
Wells Fargo & Company Shares Held: 402K ($11.4M)
Q3 2025
Gotham Asset Management, LLC Shares Held: 170K ($4.82M)
Q3 2025
Stifel Financial Corp Shares Held: 322K ($9.11M)

Top Sells

Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 104K ($2.94M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 131K ($3.7M)
Q3 2025
Lpl Financial LLC Shares Held: 431K ($12.2M)
Q3 2025
Warren Averett Asset Management, LLC Shares Held: 90.9K ($2.57M)
Q3 2025
Financial Management Network Inc Shares Held: 14.9K ($422K)

About SMIG

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