Institutional shares held 26.5 Million
0 calls
0 puts
Total value of holdings $750M
$0 calls
$0 puts
# of Institutions 56


Latest Institutional Activity in SMIG

Top Purchases

Q4 2025
Transcend Capital Advisors, LLC Shares Held: 46.5K ($1.32M)
Q4 2025
Edge Rock Capital LLC Shares Held: 30K ($850K)
Q4 2025
Prime Capital Investment Advisors, LLC Shares Held: 320K ($9.05M)
Q4 2025
Argentarii, LLC Shares Held: 8.06K ($228K)
Q3 2025
Bank Of America Corp Shares Held: 9.65M ($273M)

Top Sells

Q4 2025
Wealthcare Advisory Partners LLC Shares Held: 54.4K ($1.54M)
Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 104K ($2.94M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 131K ($3.7M)
Q3 2025
Lpl Financial LLC Shares Held: 431K ($12.2M)
Q3 2025
Warren Averett Asset Management, LLC Shares Held: 90.9K ($2.57M)

About SMIG

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