Institutional shares held 804,116
0 calls
0 puts
Total value of holdings $99.8M
$0 calls
$0 puts
# of Institutions 93


Latest Institutional Activity in SMLV

Top Purchases

Q2 2025
Dorval Corp Shares Held: 74.2K ($9.21M)
Q2 2025
Cambridge Investment Research Advisors, Inc. Shares Held: 64.9K ($8.06M)
Q2 2025
Fragasso Group Inc. Shares Held: 2.91K ($361K)
Q2 2025
Park Avenue Securities LLC Shares Held: 9.8K ($1.22M)
Q2 2025
Miracle Mile Advisors, LLC Shares Held: 2.73K ($338K)

Top Sells

Q2 2025
Commonwealth Equity Services, LLC Shares Held: 24.8K ($3.08M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 17.3K ($2.15M)
Q2 2025
Savant Capital, LLC Shares Held: 6.26K ($776K)
Q2 2025
Pacific Sun Financial Corp Shares Held: 6.19K ($769K)
Q2 2025
Insight Advisors, LLC Shares Held: 8.48K ($1.05M)

About SMLV

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