DOSSIER · 13F Holders · Q3 2026
SMOM

SYMMETRY PANORAMIC TR

16 institutions still hold SYMMETRY PANORAMIC TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 87190B888·16 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$66M
visible holders
Holders
16
filers reporting
Concentration
84.44%
Symmetry Partners, LLC #1
top holder share
AI Holders Summary · Q3 2026

16 institutions reported SMOM in Q3 2026. Symmetry Partners, LLC leads at 84.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Symmetry Partners, LLC
CIK 0001697493
$56M1.9M2.86%Q3 2026
02
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M241K0.00%Q2 2026
03
Kestra Advisory Services, LLC
CIK 0001830819
$675K23K0.00%Q3 2026
04
LPL Financial LLC
CIK 0001403438
$613K21K0.00%Q3 2026
05
Prime Capital Investment Advisors, LLC
CIK 0001731446
$584K20K0.01%Q3 2026
06
MML INVESTORS SERVICES, LLC
CIK 0000701059
$398K14K0.00%Q3 2026
07
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$374K13K0.00%Q3 2026
08
Nuveen, LLC
CIK 0001871926
$252K9K0.00%Q3 2026
09
HRT FINANCIAL LP
CIK 0001475597
$238K8K0.00%Q3 2026
10
Sequoia Financial Advisors, LLC
CIK 0001599900
$233K8K0.00%Q3 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$83K3K0.00%Q3 2026
12
ROYAL BANK OF CANADA
CIK 0001000275
$78K3K0.00%Q2 2026
13
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$29K1K0.00%Q3 2026
14
UBS Group AG
CIK 0001610520
$23K8080.00%Q3 2026
15
IFG Advisory, LLC
CIK 0001728319
$8K2760.00%Q3 2026
16
FIFTH THIRD BANCORP
CIK 0000035527
$5K1780.00%Q3 2026