Institutional shares held 16.4 Million
0 calls
0 puts
Total value of holdings $829M
$0 calls
$0 puts
# of Institutions 191


Latest Institutional Activity in SMMU

Top Purchases

Q3 2025
Dynasty Wealth Management, LLC Shares Held: 792K ($40M)
Q3 2025
Cwm, LLC Shares Held: 687K ($34.7M)
Q3 2025
Wright Fund Management, LLC Shares Held: 41.3K ($2.09M)
Q3 2025
Thrivent Financial For Lutherans Shares Held: 23.8K ($1.2M)
Q3 2025
Capital Asset Advisory Services LLC Shares Held: 118K ($5.94M)

Top Sells

Q3 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 789K ($39.9M)
Q3 2025
Biltmore Wealth Management, LLC Shares Held: 398K ($20.1M)
Q3 2025
Able Financial Group, LLC Shares Held: 53.4K ($2.7M)
Q3 2025
Sagespring Wealth Partners, LLC Shares Held: 558K ($28.2M)
Q3 2025
Stonebridge Financial Group, LLC Shares Held: 1.05M ($53.1M)

About SMMU

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