SMMV(SMMV)
SMMV
$46.51—Stale · unknown old
USBATS • Last print unknown ago
$46.51—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 1.24M | Jun 30, 26 | -23.13K | 20.09% |
| MERCER GLOBAL ADVISORS INC /ADV | 336.65K | Jun 30, 26 | -18.89K | 5.47% |
| WEALTH MANAGEMENT RESOURCES, INC. | 284.44K | Jun 30, 26 | +4.66K | 4.63% |
| RAYMOND JAMES FINANCIAL INC | 250.16K | Jun 30, 26 | +524 | 4.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 166.29K | Jun 30, 26 | -2.83K | 2.70% |
| LPL Financial LLC | 153.48K | Jun 30, 26 | +18.93K | 2.50% |
| ROYAL BANK OF CANADA | 128.82K | Jun 30, 26 | +49.24K | 2.09% |
| Brickley Wealth Management | 121.95K | Jun 30, 26 | -5.23K | 1.98% |
| Creative Planning | 77.71K | Jun 30, 26 | -3.44K | 1.26% |
| Advisory Services Network, LLC | 67.61K | Jun 30, 26 | -3.04K | 1.10% |
| UBS Group AG | 67.18K | Jun 30, 26 | -194 | 1.09% |
| AMERIPRISE FINANCIAL INC | 65.52K | Jun 30, 26 | -233 | 1.07% |
| Beacon Pointe Advisors, LLC | 65.01K | Jun 30, 26 | +161 | 1.06% |
| SAGESPRING WEALTH PARTNERS, LLC | 64.38K | Jun 30, 26 | -1.92K | 1.05% |
| Rehmann Capital Advisory Group | 64.23K | Jun 30, 26 | -445 | 1.04% |
| GOLDMAN SACHS GROUP INC | 62.81K | Jun 30, 26 | +7.54K | 1.02% |
| JPMORGAN CHASE & CO | 60.44K | Jun 30, 26 | -2.55K | 0.98% |
| Modern Wealth Management, LLC | 59.02K | Jun 30, 26 | -9.36K | 0.96% |
| Cambridge Investment Research Advisors, Inc. | 48.28K | Jun 30, 26 | -2.25K | 0.79% |
| CITADEL ADVISORS LLC | 48.07K | Jun 30, 26 | +15.93K | 0.78% |
| WELLS FARGO & COMPANY/MN | 45.65K | Jun 30, 26 | -4.23K | 0.74% |
| Armbruster Capital Management, Inc. | 42.80K | Jun 30, 26 | -3.74K | 0.70% |
| ENVESTNET ASSET MANAGEMENT INC | 41.71K | Jun 30, 26 | -3.18K | 0.68% |
| Geneos Wealth Management Inc. | 38.42K | Jun 30, 26 | +15.70K | 0.62% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37.71K | Jun 30, 26 | +13.13K | 0.61% |
| Integrated Wealth Concepts LLC | 32.45K | Jun 30, 26 | +1.14K | 0.53% |
| TWO SIGMA INVESTMENTS, LP | 31.10K | Jun 30, 26 | -5.50K | 0.51% |
| REGATTA CAPITAL GROUP, LLC | 30.63K | Jun 30, 26 | +3.96K | 0.50% |
| Burns Matteson Capital Management, LLC | 30.57K | Jun 30, 26 | -2.32K | 0.50% |
| Kestra Advisory Services, LLC | 28.35K | Jun 30, 26 | -44.51K | 0.46% |
| Sage Mountain Advisors LLC | 23.96K | Jun 30, 26 | -9.12K | 0.39% |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 22.40K | Jun 30, 26 | -- | 0.36% |
| Apollon Wealth Management, LLC | 21.87K | Jun 30, 26 | -940 | 0.36% |
| Steward Partners Investment Advisory, LLC | 21.56K | Jun 30, 26 | -9.53K | 0.35% |
| XY Planning Network, Inc. | 19.68K | Jun 30, 26 | +79 | 0.32% |
| MFA Wealth Services | 19.31K | Jun 30, 26 | +145 | 0.31% |
| Prime Capital Investment Advisors, LLC | 17.61K | Jun 30, 26 | -881 | 0.29% |
| Private Advisor Group, LLC | 17.43K | Jun 30, 26 | -524 | 0.28% |
| JANE STREET GROUP, LLC | 15.32K | Jun 30, 26 | +15.32K | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 14.90K | Jun 30, 26 | +4.00K | 0.24% |
| Cetera Investment Advisers | 14.85K | Jun 30, 26 | +2.20K | 0.24% |
| Leelyn Smith, LLC | 14.85K | Jun 30, 26 | -- | 0.24% |
| MML INVESTORS SERVICES, LLC | 14.61K | Jun 30, 26 | +840 | 0.24% |
| THRIVENT FINANCIAL FOR LUTHERANS | 12.44K | Jun 30, 26 | +50 | 0.20% |
| CI Private Wealth, LLC | 12.35K | Jun 30, 26 | +2 | 0.20% |
| Concurrent Investment Advisors, LLC | 12.16K | Jun 30, 26 | +1.90K | 0.20% |
| COLDSTREAM CAPITAL MANAGEMENT INC | 11.74K | Jun 30, 26 | -8.43K | 0.19% |
| CAPTRUST FINANCIAL ADVISORS | 10.47K | Jun 30, 26 | -- | 0.17% |
| NewEdge Advisors, LLC | 10.31K | Jun 30, 26 | +400 | 0.17% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 9.94K | Jun 30, 26 | +27 | 0.16% |
| MORGAN STANLEY | 9.25K | Jun 30, 26 | +645 | 0.15% |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 8.90K | Jun 30, 26 | -1.72K | 0.14% |
| IHT Wealth Management, LLC | 8.35K | Jun 30, 26 | -105 | 0.14% |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 7.76K | Jun 30, 26 | -- | 0.13% |
| Capital Analysts, LLC | 7.68K | Jun 30, 26 | -57 | 0.12% |
| Opulen Financial Group LLC | 7.50K | Jun 30, 26 | +26 | 0.12% |
| D.A. DAVIDSON & CO. | 7.49K | Jun 30, 26 | -- | 0.12% |
| COWA, LLC | 7.17K | Jun 30, 26 | -6.77K | 0.12% |
| High Net Worth Advisory Group LLC | 7.12K | Jun 30, 26 | -531 | 0.12% |
| CITIGROUP INC | 6.94K | Jun 30, 26 | +6.94K | 0.11% |
| CHOREO, LLC | 6.80K | Jun 30, 26 | +6 | 0.11% |
| FIRST CITIZENS BANK & TRUST CO | 6.51K | Jun 30, 26 | -500 | 0.11% |
| GREAT VALLEY ADVISOR GROUP, INC. | 6.47K | Jun 30, 26 | -338 | 0.11% |
| Tower Research Capital LLC (TRC) | 5.83K | Jun 30, 26 | +2.31K | 0.09% |
| Clear Creek Financial Management, LLC | 5.69K | Jun 30, 26 | +170 | 0.09% |
| Ameritas Advisory Services, LLC | 5.49K | Jun 30, 26 | +5.49K | 0.09% |
| STIFEL FINANCIAL CORP | 5.36K | Jun 30, 26 | -159 | 0.09% |
| Fortune Financial Advisors, LLC | 5.35K | Jun 30, 26 | -3.63K | 0.09% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5.34K | Jun 30, 26 | +1 | 0.09% |
| Professional Financial Advisors, LLC | 5.21K | Jun 30, 26 | +43 | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5.11K | Jun 30, 26 | -200 | 0.08% |
| Waverly Advisors, LLC | 5.00K | Jun 30, 26 | +10 | 0.08% |
| HARBOUR INVESTMENTS, INC. | 4.99K | Jun 30, 26 | -- | 0.08% |
| Lido Advisors, LLC | 4.96K | Jun 30, 26 | -- | 0.08% |
| Buckingham Strategic Partners | 4.71K | Jun 30, 26 | -334 | 0.08% |
| RIK SAYLOR FINANCIAL, INC. | 4.59K | Jun 30, 26 | -123 | 0.07% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 4.48K | Jun 30, 26 | +4.48K | 0.07% |
| Resources Investment Advisors, LLC. | 4.46K | Jun 30, 26 | +4.46K | 0.07% |
| S.A. Mason LLC | 4.45K | Jun 30, 26 | +10 | 0.07% |
| FMR LLC | 4.07K | Jun 30, 26 | +296 | 0.07% |
| Ameritas Investment Partners, Inc. | 3.99K | Jun 30, 26 | -57 | 0.06% |
| Farther Finance Advisors, LLC | 3.85K | Jun 30, 26 | +551 | 0.06% |
| EP Wealth Advisors, LLC | 3.85K | Jun 30, 26 | +3.85K | 0.06% |
| BlackRock, Inc. | 3.75K | Jun 30, 26 | -- | 0.06% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3.06K | Jun 30, 26 | +842 | 0.05% |
| Spire Wealth Management | 2.99K | Jun 30, 26 | -- | 0.05% |
| Nova Wealth Management, Inc. | 2.47K | Jun 30, 26 | -875 | 0.04% |
| Provident Wealth Management, LLC | 1.75K | Jun 30, 26 | -- | 0.03% |
| Physician Wealth Advisors, Inc. | 1.42K | Jun 30, 26 | +3 | 0.02% |
| CoreCap Advisors, LLC | 1.37K | Jun 30, 26 | +852 | 0.02% |
| PNC FINANCIAL SERVICES GROUP, INC. | 1.27K | Jun 30, 26 | -- | 0.02% |
| Colonial Trust Advisors | 1.13K | Jun 30, 26 | -- | 0.02% |
| Front Row Advisors LLC | 1.02K | Jun 30, 26 | -25 | 0.02% |
| AE Wealth Management LLC | 981 | Jun 30, 26 | -6 | 0.02% |
| Harbor Asset Planning, Inc. | 911 | Jun 30, 26 | +3 | 0.01% |
| IFG Advisory, LLC | 786 | Jun 30, 26 | +786 | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 570 | Jun 30, 26 | -- | 0.01% |
| Pacific Center for Financial Services | 546 | Jun 30, 26 | -- | 0.01% |
| Founders Financial Alliance, LLC | 537 | Jun 30, 26 | -- | 0.01% |
| COMPASS FINANCIAL MANAGEMENT LLC | 502 | Jun 30, 26 | +502 | 0.01% |
| ORG Wealth Partners, LLC | 449 | Jun 30, 26 | +41 | 0.01% |
| Fairscale Capital, LLC | 394 | Jun 30, 26 | -- | 0.01% |
| BFSG, LLC | 386 | Jun 30, 26 | -- | 0.01% |
| Rockefeller Capital Management L.P. | 353 | Jun 30, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 317 | Jun 30, 26 | -- | 0.01% |
| Clearstead Advisors, LLC | 242 | Jun 30, 26 | -- | 0.00% |
| Global Retirement Partners, LLC | 226 | Jun 30, 26 | +226 | 0.00% |
| VANGUARD ADVISERS INC | 198 | Jun 30, 26 | -- | 0.00% |
| EverSource Wealth Advisors, LLC | 186 | Jun 30, 26 | -186 | 0.00% |
| WOLFF WIESE MAGANA LLC | 180 | Jun 30, 26 | -- | 0.00% |
| SYM FINANCIAL Corp | 175 | Jun 30, 26 | -- | 0.00% |
| CX Institutional | 172 | Jun 30, 26 | -174 | 0.00% |
| Triumph Capital Management | 90 | Jun 30, 26 | -- | 0.00% |
| Sachetta, LLC | 72 | Jun 30, 26 | -- | 0.00% |
| Archer Investment Corp | 67 | Jun 30, 26 | -- | 0.00% |
| Capital Investment Advisory Services, LLC | 61 | Jun 30, 26 | -- | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 58 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 44 | Jun 30, 26 | -- | 0.00% |
| FIFTH THIRD BANCORP | 24 | Jun 30, 26 | -- | 0.00% |
| Transamerica Financial Advisors, Inc. | 11 | Jun 30, 26 | -- | 0.00% |
| ASSETMARK, INC | 7 | Jun 30, 26 | -- | 0.00% |
| Allworth Financial LP | 7 | Jun 30, 26 | +7 | 0.00% |
| HUNTINGTON NATIONAL BANK | 1 | Jun 30, 26 | -- | 0.00% |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -1.76K | -- |
| Reyes Financial Architecture, Inc. | -- | Jun 30, 26 | -1.33K | -- |
| Measured Wealth Private Client Group, LLC | -- | Jun 30, 26 | -293 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -346 | -- |
| Independent Advisor Alliance | -- | Jun 30, 26 | -39.22K | -- |
| First Bank & Trust | -- | Jun 30, 26 | -5.04K | -- |
| Advisors Preferred, LLC | -- | Jun 30, 26 | -3.60K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -533 | -- |
| GTS SECURITIES LLC | -- | Jun 30, 26 | -47.78K | -- |
| CWM, LLC | -- | Mar 31, 26 | -734 | -- |
| COMERICA BANK | -- | Dec 31, 25 | -1.39K | -- |
| Moloney Securities Asset Management, LLC | 19.55K | Sep 30, 25 | -16.66K | 0.32% |
| AVANTAX ADVISORY SERVICES, INC. | 6.74K | Jun 30, 25 | +4 | 0.11% |
| Wade Financial Advisory, Inc | 67.22K | Mar 31, 25 | -2.07K | 1.09% |
| Cable Hill Partners, LLC | 7.23K | Mar 31, 25 | +862 | 0.12% |
| Executive Wealth Management, LLC | 123.30K | Dec 31, 24 | -12.73K | 2.01% |
| CRITERION CAPITAL ADVISORS, LLC | 3.38K | Dec 31, 24 | -- | 0.05% |
| Sugarloaf Wealth Management, LLC | 221 | Dec 31, 24 | +1 | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 408.76K | Sep 30, 24 | -25.79K | 6.65% |
| RAYMOND JAMES & ASSOCIATES | 199.40K | Sep 30, 24 | -13.00M | 3.24% |
| RAYMOND JAMES TRUST N.A. | 9.86K | Sep 30, 24 | -141.69K | 0.16% |
| Peterson Financial Group, Inc. | 80 | Sep 30, 24 | +80 | 0.00% |
| RAYMOND JAMES TRUST CO. OF NH | -- | Sep 30, 24 | -5.87K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 69 | Jun 30, 24 | +69 | 0.00% |
| Cetera Advisor Networks LLC | -- | Mar 31, 24 | -5.89K | -- |
| Resource Planning Group | 19.38K | Dec 31, 23 | +19.38K | 0.32% |
| DB Wealth Management Group, LLC | 7.08K | Dec 31, 23 | -5.71K | 0.12% |
| Steward Financial Group LLC | 11.39K | Sep 30, 23 | +11.39K | 0.19% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 8.13K | Sep 30, 23 | -542 | 0.13% |
| BDO Wealth Advisors, LLC | 902 | Jun 30, 23 | +3 | 0.01% |
| Endurance Wealth Management, Inc. | 110 | Jun 30, 23 | -- | 0.00% |
| Ten Capital Wealth Advisors, LLC | -- | Jun 30, 23 | -45 | -- |
| Sanford Advisory Services, LLC | 34.24K | Dec 31, 22 | +10.39K | 0.56% |
| American Portfolios Advisors | 1.55K | Sep 30, 22 | -650 | 0.03% |
| CAPITAL ONE FINANCIAL CORP | -- | Mar 31, 22 | -8.14K | -- |
| Crescent Capital Consulting, LLC | 50.05K | Dec 31, 21 | +36.19K | 0.81% |
| Mosaic Family Wealth, LLC | 24.51K | Dec 31, 21 | +1.84K | 0.40% |
| QUEST CAPITAL MANAGEMENT INC /ADV | 18.27K | Dec 31, 21 | +4.17K | 0.30% |
| NEXT Financial Group, Inc | 2.60K | Dec 31, 21 | -895 | 0.04% |
| Carroll Financial Associates, Inc. | 25 | Dec 31, 21 | +15 | 0.00% |
| Ameritas Investment Company, LLC | 254.57K | Sep 30, 21 | +215.81K | 4.14% |
| Stewardship Financial Advisors, LLC | 80.76K | Mar 31, 21 | +619 | 1.31% |
| TCF National Bank | 7.79K | Mar 31, 21 | -- | 0.13% |
| Partnervest Advisory Services LLC | 7.42K | Sep 30, 20 | -549 | 0.12% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 83.08K | Dec 31, 19 | -2.25K | 1.35% |
| Advisor Group, Inc. | 48.72K | Dec 31, 19 | +15.58K | 0.79% |
| CXI Advisors | 1.42K | Dec 31, 19 | +1.42K | 0.02% |
| BB&T SECURITIES, LLC | 50.13K | Sep 30, 19 | +50.13K | 0.82% |
| ADVANTAGE INVESTMENT MANAGEMENT, LLC | 500 | Sep 30, 19 | -- | 0.01% |
| Virtu KCG Holdings LLC | 39.41K | Jun 30, 17 | +20.23K | 0.64% |