Institutional shares held 20.2 Million
0 calls
0 puts
Total value of holdings $1.38B
$0 calls
$0 puts
# of Institutions 219


Latest Institutional Activity in SMLF

Top Purchases

Q2 2025
Ptm Wealth Management, LLC Shares Held: 163K ($11.3M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 152K ($10.5M)
Q2 2025
Strategic Financial Services, Inc, Shares Held: 3.74M ($260M)
Q2 2025
Novem Group Shares Held: 45.4K ($3.15M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 323K ($22.4M)

Top Sells

Q2 2025
Integrity Alliance, Llc. Shares Held: 211K ($14.6M)
Q2 2025
Ullmann Wealth Partners Group, LLC Shares Held: 510K ($35.4M)
Q2 2025
Signature Estate & Investment Advisors LLC Shares Held: 7.4K ($513K)
Q2 2025
Journey Advisory Group, LLC Shares Held: 85.1K ($5.9M)
Q2 2025
Phillips Financial Management, LLC Shares Held: 42.3K ($2.93M)

About SMLF

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