SYMMETRY PANORAMIC TR

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SMOM·87190B888·US·ETF

SMOM (SYMMETRY PANORAMIC TR) is held by 9 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6.7M), Sequoia Financial Advisors, LLC ($1.3M), Kestra Advisory Services, LLC ($789,530). Net institutional sentiment: Bullish.

9

Holders

(2 Elite)

$9.9M

Total Value

89% (9)

Consensus

8 buying - 1 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)49

Insider (Form 4)63

Activist (13D/13G)62

Congressional (STOCK Act)29

Holder Quality

81

★★★★★

Elite

61

★★★★

Strong

89

★★★

Solid

47

★★

Below

78

★

Weak

Held by 9 funds

2 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for SMOM.

Top Holders

Top Holders (9)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	241,237(+146.8%)	$6.7M	0.0%	+9.73%	44
Sequoia Financial Advisors, LLC	Decreased	46,771(-12.5%)	$1.3M	0.0%	+14.34%	0
Kestra Advisory Services, LLC	Increased	28,361(+0.2%)	$789,530	0.0%	+14.25%	25
MML INVESTORS SERVICES, LLC	New	19,786	$550,833	0.0%	+6.67%	34
LPL Financial LLC	New	8,621	$239,999	0.0%	+6.67%	32
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	New	5,069	$141,115	0.0%	+6.67%	31
ROYAL BANK OF CANADA	New	2,816	$78,000	0.0%	+6.67%	33
UBS Group AG	New	1,461	$40,673	0.0%	+6.67%	31
OSAIC HOLDINGS, INC.	Increased	1,437(+438.2%)	$40,002	0.0%	+8.03%	22

SMOMSYMMETRY PANORAMIC TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer