Who owns Symmetry Panoramic Sector Momentum ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SMOM from SEC Form 13F filings across 14 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 14 institutions disclosed 2.5M shares of Symmetry Panoramic Sector Momentum ETF worth $68.3M — about 1163.1% of shares outstanding; the largest disclosed holder is Symmetry Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
14
13F holders
$68.3M
value, 2026 filers
1163.1%
of shares outstanding (2.5M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SMOM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Symmetry Partners, LLC | 2.1M | $57.8M | 2.9% | 984.2% | -1.1% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 241,237 | $6.7M | 0.0% | 114.3% | +146.8% |
| 3 | Sequoia Financial Advisors, LLC | 46,771 | $1.3M | 0.0% | 22.2% | -12.5% |
| 4 | Kestra Advisory Services, LLC | 28,361 | $789,530 | 0.0% | 13.4% | +0.2% |
| 5 | Prime Capital Investment Advisors, LLC | 20,305 | $565,269 | 0.0% | 9.6% | +1.3% |
| 6 | MML INVESTORS SERVICES, LLCNEW | 19,786 | $550,833 | 0.0% | 9.4% | new |
| 7 | LPL Financial LLCNEW | 8,621 | $239,999 | 0.0% | 4.1% | new |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | 5,069 | $141,115 | 0.0% | 2.4% | new |
| 9 | ROYAL BANK OF CANADANEW | 2,816 | $78,000 | 0.0% | 1.3% | new |
| 10 | UBS Group AGNEW | 1,461 | $40,673 | 0.0% | 0.7% | new |
| 11 | OSAIC HOLDINGS, INC. | 1,437 | $40,002 | 0.0% | 0.7% | +438.2% |
| 12 | HARBOUR INVESTMENTS, INC. | 1,007 | $28,034 | 0.0% | 0.5% | 0.0% |
| 13 | IFG Advisory, LLCNEW | 276 | $7,684 | 0.0% | 0.1% | new |
| 14 | Integrated Wealth Concepts LLCNEW | 274 | $7,628 | 0.0% | 0.1% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.