Ticker: SMOT CUSIP: 92189H730 Class: MORNINGSTAR SMID
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 339,937 | $12,309 |
| Vise Technologies, Inc. | 36,082 | $1,306 |
| MAI Capital Management | 20,061 | $726 |
| CITADEL ADVISORS LLC | 13,813 | $500 |
| Mowery & Schoenfeld Wealth Management, LLC | 111 | $4 |
| SRS Capital Advisors, Inc. | 1,382 | $50 |
| UBS ASSET MANAGEMENT AMERICAS INC | 2,003 | $73 |
| OLD SECOND NATIONAL BANK OF AURORA | 320 | $12 |
| HARBOUR INVESTMENTS, INC. | 463 | $17 |
| Smartleaf Asset Management LLC | 250 | $9 |
| WELLS FARGO & COMPANY/MN | 150 | $5 |
| Trust Co | 92 | $3 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | $1 |
| HRT FINANCIAL LP | 8,704 | $0 |
| Thrivent Financial for Lutherans | 6,097 | $0 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FINANCIAL MANAGEMENT NETWORK INC | 552,138 | 560,002 | +7,864 (+1.4%) |
| PURSUE WEALTH PARTNERS LLC | 23,022 | 44,601 | +21,579 (+93.7%) |
| Stegent Equity Advisors, Inc. | 62,108 | 65,858 | +3,750 (+6.0%) |
| Paladin Wealth, LLC | 22,156 | 27,125 | +4,969 (+22.4%) |
| Bank of New Hampshire | 4,095 | 23,926 | +19,831 (+484.3%) |
| TPG Advisors LLC | 60,109 | 61,702 | +1,593 (+2.7%) |
| Gradient Investments LLC | 788,664 | 822,960 | +34,296 (+4.3%) |
| GREAT LAKES ADVISORS, LLC | 1,073,573 | 1,134,513 | +60,940 (+5.7%) |
| Stonebridge Financial Planning Group, LLC | 30,321 | 32,174 | +1,853 (+6.1%) |
| Brown Financial Advisors | 47,785 | 48,398 | +613 (+1.3%) |
| Stiles Financial Services Inc | 21,462 | 21,923 | +461 (+2.1%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 66,897 | 93,442 | +26,545 (+39.7%) |
| 1620 INVESTMENT ADVISORS, INC. | 500 | 835 | +335 (+67.0%) |
| MML INVESTORS SERVICES, LLC | 127,425 | 139,784 | +12,359 (+9.7%) |
| JONES FINANCIAL COMPANIES LLLP | 77,920 | 91,172 | +13,252 (+17.0%) |
| OPPENHEIMER & CO INC | 6,451 | 10,126 | +3,675 (+57.0%) |
| RAYMOND JAMES FINANCIAL INC | 187,455 | 190,360 | +2,905 (+1.5%) |
| Soundwatch Capital LLC | 7,375 | 7,754 | +379 (+5.1%) |
| HighTower Advisors, LLC | 26,594 | 28,134 | +1,540 (+5.8%) |
| Mariner, LLC | 13,382 | 14,687 | +1,305 (+9.8%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Family Office Research LLC | 76,843 | 66,806 | -10,037 (-13.1%) |
| First Financial Group Corp | 24,551 | 21,563 | -2,988 (-12.2%) |
| A4 Wealth Advisors LLC | 12,186 | 8,729 | -3,457 (-28.4%) |
| Acorn Wealth Advisors, LLC | 24,995 | 21,529 | -3,466 (-13.9%) |
| TRUE Private Wealth Advisors | 65,533 | 56,244 | -9,289 (-14.2%) |
| Mesirow Financial Investment Management, Inc. | 257,826 | 215,235 | -42,591 (-16.5%) |
| Copley Financial Group, Inc. | 10,343 | 9,281 | -1,062 (-10.3%) |
| Farther Finance Advisors, LLC | 64,654 | 25,667 | -38,987 (-60.3%) |
| ROVIN CAPITAL /UT/ /ADV | 13,709 | 8,503 | -5,206 (-38.0%) |
| Mattson Financial Services, LLC | 24,598 | 22,703 | -1,895 (-7.7%) |
| IRON Financial LLC | 18,126 | 17,354 | -772 (-4.3%) |
| OSAIC HOLDINGS, INC. | 76,123 | 2,858 | -73,265 (-96.2%) |
| WOODMONT INVESTMENT COUNSEL LLC | 22,706 | 19,450 | -3,256 (-14.3%) |
| LPL Financial LLC | 1,233,353 | 1,096,786 | -136,567 (-11.1%) |
| Kestra Advisory Services, LLC | 67,238 | 44,577 | -22,661 (-33.7%) |
| BANK OF AMERICA CORP /DE/ | 606,447 | 429,579 | -176,868 (-29.2%) |
| Sanctuary Advisors, LLC | 21,042 | 6,763 | -14,279 (-67.9%) |
| Essex Financial Services, Inc. | 14,114 | 11,771 | -2,343 (-16.6%) |
| ROYAL BANK OF CANADA | 63,051 | 9,907 | -53,144 (-84.3%) |
| FIRST FOUNDATION ADVISORS | 48,069 | 45,767 | -2,302 (-4.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Whitaker-Myers Wealth Managers, LTD. | 7,280 | $263 |
| PATTON ALBERTSON MILLER GROUP, LLC | 8,908 | $321 |
| Global X Japan Co., Ltd. | 11,417 | $412 |
| CLEAR INVESTMENT RESEARCH, LLC | 693 | $25 |
| VestGen Advisors, LLC | 12,867 | $464 |
| IAG Wealth Partners, LLC | 2,305 | $83 |
| Foundations Investment Advisors, LLC | 6,769 | $244 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,221 | $766 |
| Optiver Holding B.V. | 1,028 | $37 |
| Tower Research Capital LLC (TRC) | 516 | $19 |
| Rockefeller Capital Management L.P. | 243 | $9 |
| CWM, LLC | 215 | $0 |