Institutional shares held 811,125
0 calls
0 puts
Total value of holdings $102M
$0 calls
$0 puts
# of Institutions 94


Latest Institutional Activity in SMLV

Top Purchases

Q3 2025
Dorval Corp Shares Held: 77.5K ($9.8M)
Q3 2025
Grey Fox Wealth Advisors, LLC Shares Held: 1.61K ($204K)
Q3 2025
Mc Naughton Wealth Management, LLC Shares Held: 24.2K ($3.06M)
Q3 2025
Hf Advisory Group, LLC Shares Held: 7.63K ($963K)
Q3 2025
Mc Adam, LLC Shares Held: 3.16K ($399K)

Top Sells

Q3 2025
Park Avenue Securities LLC Shares Held: 4.72K ($596K)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 23.5K ($2.96M)
Q3 2025
Swisher Financial Concepts, Inc. Shares Held: 2.26K ($285K)
Q3 2025
Roffman Miller Associates Inc Shares Held: 2.71K ($342K)
Q3 2025
Valley National Advisers Inc Shares Held: 51 ($6.44K)

About SMLV

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