Institutional shares held 22.3 Million
0 calls
0 puts
Total value of holdings $1.54B
$0 calls
$0 puts
# of Institutions 229


Latest Institutional Activity in SMLF

Top Purchases

Q2 2025
Ameriprise Financial Inc Shares Held: 1.57M ($109M)
Q2 2025
Lpl Financial LLC Shares Held: 964K ($66.7M)
Q2 2025
River Wealth Advisors LLC Shares Held: 329K ($22.7M)
Q2 2025
Wells Fargo & Company Shares Held: 2.08M ($144M)
Q2 2025
Bank Of America Corp Shares Held: 463K ($32.1M)

Top Sells

Q2 2025
Integrity Alliance, Llc. Shares Held: 211K ($14.6M)
Q2 2025
Jane Street Group, LLC Shares Held: 29.2K ($2.02M)
Q2 2025
Royal Bank Of Canada Shares Held: 4.1K ($283K)
Q2 2025
Ullmann Wealth Partners Group, LLC Shares Held: 510K ($35.3M)
Q2 2025
Signature Estate & Investment Advisors LLC Shares Held: 7.4K ($512K)

About SMLF

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