Institutional shares held 5.87 Million
0 calls
0 puts
Total value of holdings $245M
$0 calls
$0 puts
# of Institutions 139


Latest Institutional Activity in SMMV

Top Purchases

Q2 2025
Lpl Financial LLC Shares Held: 164K ($6.84M)
Q2 2025
Thrivent Financial For Lutherans Shares Held: 12.2K ($510K)
Q2 2025
Regatta Capital Group, LLC Shares Held: 12.1K ($505K)
Q2 2025
Cowa, LLC Shares Held: 8.85K ($369K)
Q2 2025
Nova Wealth Management, Inc. Shares Held: 7.95K ($332K)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 462K ($19.3M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 178K ($7.43M)
Q2 2025
Assetmark, Inc Shares Held: 97 ($4.05K)
Q2 2025
Sagespring Wealth Partners, LLC Shares Held: 86.1K ($3.59M)
Q2 2025
Joel Adams & Associates, Inc. Shares Held: 5.38K ($224K)

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