Symmetry Panoramic SCTR MMNTSMOMETF
13F holders, Q1 2026 (March 31)7holders +1
2new positions
1sold out
$24.94avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Symmetry Panoramic SCTR MMNT (SMOM) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Symmetry Partners, LLC ($52.4M), Envestnet Asset Management Inc. ($2.4M) and Sequoia Financial Advisors, LLC ($1.3M).
- Company
- Symmetry Panoramic SCTR MMNT
- CUSIP
- 87190B888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $2.5M |
| Exits | 1 | $250K |
All 13F filers, Q4 2025 → Q1 2026: 145,146 shares bought and 9,788 shares sold, net +135,358 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Symmetry Partners, LLC | 2.99% | Add +2.2% | 2,099,906 | $52.4M |
| Envestnet Asset Management Inc. | 0.00% | New | 97,750 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 53,477 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +2.6% | 28,309 | $706K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.6% | 20,041 | $500K |
| Harbour Investments, Inc. | 0.00% | New | 1,007 | $25K |
| Osaic Holdings, Inc. | 0.00% | Add +169.7% | 267 | $7K |
"% of holder's portfolio" is SMOM's weight in each manager's 13F, not the share of Symmetry Panoramic SCTR MMNT the manager owns.