Institutional shares held 27.2 Million
0 calls
0 puts
Total value of holdings $1.98B
$0 calls
$0 puts
# of Institutions 252


Latest Institutional Activity in SMLF

Top Purchases

Q3 2025
Valmark Advisers, Inc. Shares Held: 1.06M ($77.1M)
Q3 2025
Vantagepoint Investment Advisers LLC Shares Held: 667K ($48.4M)
Q3 2025
High Tower Advisors, LLC Shares Held: 505K ($36.7M)
Q3 2025
Bank Of America Corp Shares Held: 770K ($55.9M)
Q3 2025
Modern Wealth Management, LLC Shares Held: 361K ($26.2M)

Top Sells

Q3 2025
Envestnet Asset Management Inc Shares Held: 60.5K ($4.39M)
Q3 2025
Charles Schwab Investment Management Inc Shares Held: 440K ($32M)
Q3 2025
Jpmorgan Chase & CO Shares Held: 127K ($9.23M)
Q3 2025
Ullmann Wealth Partners Group, LLC Shares Held: 478K ($34.7M)
Q3 2025
Life Goal Wealth Advisors Shares Held: 8.42K ($611K)

About SMLF

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