Institutional shares held 18.3 Million
0 calls
0 puts
Total value of holdings $1.12B
$0 calls
$0 puts
# of Institutions 195


Latest Institutional Activity in SMLF

Top Purchases

Q1 2025
Stratos Wealth Partners, Ltd. Shares Held: 144K ($8.8M)
Q1 2025
Aspen Wealth Strategies, LLC Shares Held: 65.2K ($3.98M)
Q1 2025
Exchange Traded Concepts, LLC Shares Held: 178K ($10.8M)
Q1 2025
Acropolis Investment Management, LLC Shares Held: 837K ($51.1M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 366K ($22.3M)

Top Sells

Q1 2025
Aurora Private Wealth, Inc. Shares Held: 4.49K ($274K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 152K ($9.3M)
Q1 2025
Life Goal Wealth Advisors Shares Held: 31.4K ($1.92M)
Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 562K ($34.3M)
Q1 2025
Phillips Financial Management, LLC Shares Held: 59.5K ($3.63M)

About SMLF

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