Institutional shares held 20.2 Million
0 calls
0 puts
Total value of holdings $1.43B
$0 calls
$0 puts
# of Institutions 216


Latest Institutional Activity in SMLF

Top Purchases

Q2 2025
Ptm Wealth Management, LLC Shares Held: 163K ($11.5M)
Q2 2025
Janney Montgomery Scott LLC Shares Held: 152K ($10.7M)
Q2 2025
Novem Group Shares Held: 45.4K ($3.21M)
Q2 2025
Acropolis Investment Management, LLC Shares Held: 871K ($61.6M)
Q2 2025
Pallas Capital Advisors LLC Shares Held: 25.8K ($1.82M)

Top Sells

Q2 2025
Ullmann Wealth Partners Group, LLC Shares Held: 510K ($36.1M)
Q2 2025
First International Bank & Trust Shares Held: 180K ($12.8M)
Q2 2025
Plancorp, LLC Shares Held: 13.1K ($928K)
Q2 2025
Ameriflex Group, Inc. Shares Held: 96 ($6.8K)
Q2 2025
Channel Wealth LLC Shares Held: 4.4K ($312K)

About SMLF

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