DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
SMOM

SYMMETRY PANORAMIC TR

7 institutions still hold SYMMETRY PANORAMIC TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 87190B888·7 13F holders·last filed Mar 31, 2026
Market cap
6.8%
vs prior quarter
13F value held
$57M
71.0% inst. owned
of float
Holders
7
-6 QoQ
filers reporting
Activity
+54 / −51
+886 added · −874 reduced
this quarter
Concentration
91.27%
Symmetry Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

7 institutions reported SMOM in Q1 2026. Symmetry Partners, LLC leads at 91.3% of the visible book. -6 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Symmetry Partners, LLC
CIK 0001697493
$52M2.1M2.99%Q1 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M98K0.00%Q1 2026
03
Sequoia Financial Advisors, LLC
CIK 0001599900
$1M53K0.01%Q1 2026
04
Kestra Advisory Services, LLC
CIK 0001830819
$705,89928K0.00%Q1 2026
05
Prime Capital Investment Advisors, LLC
CIK 0001731446
$499,73020K0.01%Q1 2026
06
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$25,1101K0.00%Q1 2026
07
OSAIC HOLDINGS, INC.
CIK 0001677044
$6,6572670.00%Q1 2026