Institutional shares held 5.62 Million
0 calls
0 puts
Total value of holdings $239M
$0 calls
$0 puts
# of Institutions 142


Latest Institutional Activity in SMMV

Top Purchases

Q3 2025
Kestra Advisory Services, LLC Shares Held: 77.5K ($3.3M)
Q3 2025
Wells Fargo & Company Shares Held: 403K ($17.1M)
Q3 2025
Hrt Financial LP Shares Held: 12.2K ($520K)
Q3 2025
Coldstream Capital Management Inc Shares Held: 16.3K ($691K)
Q3 2025
Beacon Pointe Advisors, LLC Shares Held: 67.9K ($2.89M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 49.4K ($2.1M)
Q3 2025
Mariner, LLC Shares Held: 6.51K ($277K)
Q3 2025
Ameriprise Financial Inc Shares Held: 62.9K ($2.68M)
Q3 2025
Mercer Global Advisors Inc Shares Held: 454K ($19.3M)
Q3 2025
Goldman Sachs Group Inc Shares Held: 12.4K ($527K)

About SMMV

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