Institutional shares held 23.2 Million
0 calls
0 puts
Total value of holdings $1.7B
$0 calls
$0 puts
# of Institutions 234


Latest Institutional Activity in SMLF

Top Purchases

Q3 2025
Valmark Advisers, Inc. Shares Held: 1.06M ($78M)
Q3 2025
Hennion & Walsh Asset Management, Inc. Shares Held: 276K ($20.2M)
Q3 2025
Geneos Wealth Management Inc. Shares Held: 154K ($11.3M)
Q3 2025
Yhb Investment Advisors, Inc. Shares Held: 102K ($7.49M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 206K ($15.1M)

Top Sells

Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 478K ($35.1M)
Q3 2025
Cwm, LLC Shares Held: 18.1K ($1.33M)
Q3 2025
Phillips Financial Management, LLC Shares Held: 40K ($2.94M)
Q3 2025
Exchange Traded Concepts, LLC Shares Held: 197K ($14.5M)
Q3 2025
First International Bank & Trust Shares Held: 178K ($13.1M)

About SMLF

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