Institutional shares held 12.9 Million
0 calls
0 puts
Total value of holdings $646M
$0 calls
$0 puts
# of Institutions 183


Latest Institutional Activity in SMMU

Top Purchases

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 842K ($42.2M)
Q2 2025
Capital Asset Advisory Services LLC Shares Held: 96.5K ($4.84M)
Q2 2025
Biltmore Wealth Management, LLC Shares Held: 430K ($21.6M)
Q2 2025
Yhb Investment Advisors, Inc. Shares Held: 39.9K ($2M)
Q2 2025
Gradient Investments LLC Shares Held: 4.27K ($214K)

Top Sells

Q2 2025
Crumly & Associates Inc. Shares Held: 69K ($3.46M)
Q2 2025
Long View Wealth Management Shares Held: 29.2K ($1.46M)
Q2 2025
Ehrlich Financial Group Shares Held: 30.7K ($1.54M)
Q2 2025
Skyline Advisors, Inc. Shares Held: 25.4K ($1.27M)
Q1 2025
Gamma Investing LLC Shares Held: 3.94K ($198K)

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