Institutional shares held 5.62 Million
0 calls
0 puts
Total value of holdings $239M
$0 calls
$0 puts
# of Institutions 143


Latest Institutional Activity in SMMV

Top Purchases

Q4 2025
Xy Planning Network, Inc. Shares Held: 19.4K ($826K)
Q4 2025
Clear Creek Financial Management, LLC Shares Held: 5.73K ($244K)
Q4 2025
Regatta Capital Group, LLC Shares Held: 22K ($934K)
Q4 2025
Flagship Harbor Advisors, LLC Shares Held: 1.73K ($73.3K)
Q4 2025
Cwm, LLC Shares Held: 734 ($31.2K)

Top Sells

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 71.2K ($3.03M)
Q4 2025
High Net Worth Advisory Group LLC Shares Held: 8.95K ($380K)
Q4 2025
Armbruster Capital Management, Inc. Shares Held: 45.9K ($1.95M)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 20.7K ($880K)
Q4 2025
Fortune Financial Advisors, LLC Shares Held: 10K ($425K)

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