Institutional shares held 18.2 Million
0 calls
0 puts
Total value of holdings $1.1B
$0 calls
$0 puts
# of Institutions 194


Latest Institutional Activity in SMLF

Top Purchases

Q1 2025
Exchange Traded Concepts, LLC Shares Held: 178K ($10.9M)
Q1 2025
Acropolis Investment Management, LLC Shares Held: 837K ($51.4M)
Q1 2025
Valmark Advisers, Inc. Shares Held: 366K ($22.4M)
Q1 2025
Wedmont Private Capital Shares Held: 21.2K ($1.3M)
Q1 2025
Financial Management Professionals, Inc. Shares Held: 501K ($30.8M)

Top Sells

Q1 2025
Aurora Private Wealth, Inc. Shares Held: 4.49K ($276K)
Q1 2025
Envestnet Asset Management Inc Shares Held: 152K ($9.36M)
Q1 2025
Life Goal Wealth Advisors Shares Held: 31.4K ($1.93M)
Q1 2025
Ullmann Wealth Partners Group, LLC Shares Held: 562K ($34.5M)
Q1 2025
Gem Asset Management, LLC Shares Held: 67K ($4.11M)

About SMLF

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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