Symmetry Panoramic Sctr Mmnt ETF (SMOM): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow SMOM for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 13

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$27.84

+11.6% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of SMOM (all 13F filers)

Symmetry Partners2.1 MType not verified−23 K
Envestnet Asset Management241 KWealth adviser+143 K
Sequoia Financial Advisors47 KType not verified−6,706
Kestra Advisory Services28 KWealth adviser+52
Prime Capital Investment Advisors20 KType not verified+264
MML Investors Services20 KWealth adviser+20 K
LPL Financial8,621Wealth adviser+8,621
Northwestern Mutual Wealth Management5,069Wealth adviser+5,069
Royal Bank of Canada2,816Bank or trading desk+2,816
UBS Group1,461Bank or trading desk+1,461

Filer	Type
Symmetry Partners	Type not verified	2.1 M	−23 K	$57.8M
Envestnet Asset Management	Wealth adviser	241 K	+143 K	$6.7M
Sequoia Financial Advisors	Type not verified	47 K	−6,706	$1.3M
Kestra Advisory Services	Wealth adviser	28 K	+52	$790K
Prime Capital Investment Advisors	Type not verified	20 K	+264	$565K
MML Investors Services	Wealth adviser	20 K	+20 K	$551K
LPL Financial	Wealth adviser	8,621	+8,621	$240K
Northwestern Mutual Wealth Management	Wealth adviser	5,069	+5,069	$141K
Royal Bank of Canada	Bank or trading desk	2,816	+2,816	$78.0K
UBS Group	Bank or trading desk	1,461	+1,461	$40.7K

Symmetry Partners
Shares
2.1 M
Change
−23 K
See more
Type
Type not verified
Value
$57.8M
Envestnet Asset Management
Shares
241 K
Change
+143 K
See more
Type
Wealth adviser
Value
$6.7M
Sequoia Financial Advisors
Shares
47 K
Change
−6,706
See more
Type
Type not verified
Value
$1.3M
Kestra Advisory Services
Shares
28 K
Change
+52
See more
Type
Wealth adviser
Value
$790K
Prime Capital Investment Advisors
Shares
20 K
Change
+264
See more
Type
Type not verified
Value
$565K
MML Investors Services
Shares
20 K
Change
+20 K
See more
Type
Wealth adviser
Value
$551K
LPL Financial
Shares
8,621
Change
+8,621
See more
Type
Wealth adviser
Value
$240K
Northwestern Mutual Wealth Management
Shares
5,069
Change
+5,069
See more
Type
Wealth adviser
Value
$141K
Royal Bank of Canada
Shares
2,816
Change
+2,816
See more
Type
Bank or trading desk
Value
$78.0K
UBS Group
Shares
1,461
Change
+1,461
See more
Type
Bank or trading desk
Value
$40.7K

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗