Institutional shares held 819,997
0 calls
0 puts
Total value of holdings $102M
$0 calls
$0 puts
# of Institutions 93


Latest Institutional Activity in SMLV

Top Purchases

Q2 2025
Susquehanna International Group, LLP Shares Held: 19.7K ($2.46M)
Q2 2025
Lpl Financial LLC Shares Held: 75.1K ($9.37M)
Q2 2025
Summit Wealth Group LLC / CO Shares Held: 4.49K ($561K)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 8.08K ($1.01M)
Q2 2025
Dorval Corp Shares Held: 74.2K ($9.26M)

Top Sells

Q2 2025
Congress Wealth Management LLC Shares Held: 85.7K ($10.7M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 24.8K ($3.1M)
Q2 2025
Two Sigma Investments, LP Shares Held: 7.4K ($924K)
Q2 2025
Capital Analysts, LLC Shares Held: 2.97K ($371K)
Q2 2025
Private Advisor Group, LLC Shares Held: 1.92K ($240K)

About SMLV

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