SMOM SYMMETRY PANORAMIC TR
FollowSECTOR MOMENTUM (fund)
7 managers (7 13F filers) reported a position in SMOM shares at 2026-03-31, 2,300,757 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 2
- Added
- 3
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 2,300,757
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 2,099,906 | $52.4M | 2.99% | +45,498 | 13F-HRTimeline |
| ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC | 97,750 | $2.44M | <0.01% | new | 13F-HRTimelineGroup |
| Sequoia Financial Advisors, LLC | 53,477 | $1.33M | 0.01% | 0 | 13F-HRTimeline |
| Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC | 28,309 | $706K | <0.01% | +723 | 13F-HRTimelineGroup |
| Prime Capital Investment Advisors, LLC | 20,041 | $500K | 0.01% | -112 | 13F-HRTimeline |
| HARBOUR INVESTMENTS, INC. | 1,007 | $25.1K | <0.01% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 267 | $6.66K | <0.01% | +168 | 13F-HRTimelineGroup |