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Symmetry Panoramic Sctr Mmnt (SMOM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Symmetry Partners, LLC
DECREASED
Shares1,935,325 from 2,077,026
Change-141,701 (-7%)
Value$55.9M (-$1.9M)
Filed 2026-10-27
Kestra Advisory Services, LLC
DECREASED
Shares23,368 from 28,361
Change-4,993 (-18%)
Value$675.5K (-$114.1K)
Filed 2026-11-02
LPL Financial LLC
INCREASED
Shares21,219 from 8,621
Change+12,598 (+146%)
Value$613.3K (+$373.3K)
Filed 2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED
Shares20,211 from 20,305
Change-94 (0%)
Value$584.2K (+$18.9K)
Filed 2026-10-20
Cambridge Investment Research Advisors, Inc.
NEW
Shares12,943
Change+12,943
Value$374
Filed 2026-11-02
Fifth Third Bancorp
NEW
Shares178
Change+178
Value$5.1K
Filed 2026-11-05
Envestnet Asset Management Inc
N/A
Shares— from 241,237
Change-241,237 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 46,771
Change-46,771 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 19,786
Change-19,786 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 5,069
Change-5,069 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,461
Change-1,461 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,437
Change-1,437 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 1,007
Change-1,007 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 276
Change-276 (-100%)
Value—
Status
Symmetry Partners, LLC
DECREASED1,935,3252,077,026-141,701-7%$57.8M$55.9M-$1.9M2026-10-27
Kestra Advisory Services, LLC
DECREASED23,36828,361-4,993-18%$789.5K$675.5K-$114.1K2026-11-02
LPL Financial LLC
INCREASED21,2198,621+12,598+146%$240.0K$613.3K+$373.3K2026-11-06
Prime Capital Investment Advisors, LLC
DECREASED20,21120,305-940%$565.3K$584.2K+$18.9K2026-10-20
Cambridge Investment Research Advisors, Inc.
NEW12,943—+12,943——$374—2026-11-02
Fifth Third Bancorp
NEW178—+178——$5.1K—2026-11-05
Envestnet Asset Management Inc
N/A—241,237-241,237-100%$6.7M———
Sequoia Financial Advisors, LLC
N/A—46,771-46,771-100%$1.3M———
MML Investors Services, LLC
N/A—19,786-19,786-100%$550.8K———
Northwestern Mutual Wealth Management Co
N/A—5,069-5,069-100%$141.1K———
Royal Bank of Canada
N/A—2,816-2,816-100%$78.0K———
UBS Group AG
N/A—1,461-1,461-100%$40.7K———
Osaic Holdings, Inc.
N/A—1,437-1,437-100%$40.0K———
Harbour Investments, Inc.
N/A—1,007-1,007-100%$28.0K———
IFG Advisory, LLC
N/A—276-276-100%$7.7K———
Showing 15 of 15 institutions