SMOM — Symmetry Panoramic Tr Institutional Holders · Q2 2026
Who owns Symmetry Panoramic Tr (SMOM)? 13 institutions reported holding $68.32M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Symmetry Partners, LLC ($57.8M), Envestnet Asset Management Inc ($6.7M), Sequoia Financial Advisors, LLC ($1.3M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Symmetry Partners, LLC | $57.8M | 2.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 241,237 | Added |
| 3 | Sequoia Financial Advisors, LLC | $1.3M | 46,771 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $789,530 | 28,361 | Added |
| 5 | Prime Capital Investment Advisors, LLC | $565,269 | 20,305 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $550,833 | 19,786 | New |
| 7 | LPL Financial LLC | $239,999 | 8,621 | New |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141,115 | 5,069 | New |
| 9 | Royal Bank of Canada | $78,000 | 2,816 | New |
| 10 | UBS Group AG | $40,673 | 1,461 | New |
| 11 | OSAIC HOLDINGS, INC. | $40,002 | 1,437 | Added |
| 12 | HARBOUR INVESTMENTS, INC. | $28,034 | 1,007 | Hold |
| 13 | IFG Advisory, LLC | $7,684 | 276 | New |
Source: SEC Form 13F filings · as of 2026-06-30