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SMOM SYMMETRY PANORAMIC TR

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SECTOR MOMENTUM (fund)

14 managers (14 13F filers) reported a position in SMOM shares at 2026-06-30, 2,454,447 shares in all. 7 filers opened a position and 0 filers sold out during the quarter.

Managers
14
13F filers
14
New
7
Added
4
Reduced
2
Sold out
0
Shares held by filers
2,454,447

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Symmetry Partners, LLC2,077,026$57.8M2.95%-22,88013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC241,237$6.72M<0.01%+143,48713F-HRTimelineGroup
Sequoia Financial Advisors, LLC46,771$1.3M0.01%-6,70613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,361$790K<0.01%+5213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC20,305$565K0.01%+26413F-HRTimeline
MML INVESTORS SERVICES, LLC19,786$551K<0.01%new13F-HRTimeline
LPL Financial LLC8,621$240K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,069$141K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,816$78K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,461$40.7K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,437$40K<0.01%+1,17013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,007$28K<0.01%013F-HRTimeline
IFG Advisory, LLC276$7.68K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC274$7.63K<0.01%new13F-HRTimeline