Institutional shares held 18.1 Million
0 calls
0 puts
Total value of holdings $911M
$0 calls
$0 puts
# of Institutions 194


Latest Institutional Activity in SMMU

Top Purchases

Q4 2025
Capital Asset Advisory Services LLC Shares Held: 145K ($7.33M)
Q4 2025
Websterrogers Financial Advisors, LLC Shares Held: 152K ($7.68M)
Q4 2025
Founders Grove Wealth Partners, LLC Shares Held: 31.6K ($1.59M)
Q4 2025
Ehrlich Financial Group Shares Held: 36.1K ($1.82M)
Q4 2025
Davenport & CO LLC Shares Held: 41.3K ($2.08M)

Top Sells

Q4 2025
Sagespring Wealth Partners, LLC Shares Held: 473K ($23.8M)
Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 724K ($36.5M)
Q4 2025
Unique Wealth, LLC Shares Held: 47.9K ($2.41M)
Q4 2025
Inspirion Wealth Advisors, LLC Shares Held: 41.5K ($2.09M)
Q4 2025
Signet Financial Management, LLC Shares Held: 29.8K ($1.5M)

About SMMU

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