Symmetry Panoramic Trust - SMOM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Symmetry Partners, LLC | History | Added to | 2,054,408 | 53,018 | 3.14% | 0.58% | 1 | +1,849,497 | 902.59% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 53,477 | 1,380 | 0.01% | 0.0% | 2 | +45,433 | 564.81% | Q4 2025 | Feb 03, 2026 |
| Kestra Advisory Services, LLC | History | New | 27,586 | 711 | 0.0% | — | 3 | +27,586 | New | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 20,153 | 520 | 0.01% | — | 4 | +20,153 | New | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | New | 9,676 | 249 | 0.01% | — | 5 | +9,676 | New | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 99 | 2 | 0.0% | — | 6 | +99 | New | Q4 2025 | Feb 17, 2026 |