Who owns SMOM
Which tracked institutional funds hold SMOM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMOM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SMOM is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 0 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMOM’s largest tracked holder by dollar value, Symmetry Partners, LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMOM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 14 tracked filers holding SMOM, 11 increased or opened the position and 2 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMOM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- MML INVESTORS SERVICES, LLC$551K
Largest adds
- Symmetry Partners, LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$4M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Symmetry Partners, LLC trimmed | 2,077,026 | $58M | 84.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 241,237 | $7M | 9.8% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 46,771 | $1M | 1.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 28,361 | $790K | 1.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 20,305 | $565K | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 19,786 | $551K | 0.8% | 2026-Q2 |
| LPL Financial LLC new | 8,621 | $240K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 5,069 | $141K | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 2,816 | $78K | 0.1% | 2026-Q2 |
| UBS Group AG new | 1,461 | $41K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,437 | $40K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,007 | $28K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 276 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 274 | $8K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 9,676 | $250K | 0.4% | 2025-Q4 stale (2 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.