Symmetry Panoramic Trust - SMOM

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026

13D/13G major owners: Ownership tab.

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	Reduced	2,077,026	57,822	2.95%	2.99%	1	-22,880	-1.09%	Q2 2026	Jul 23, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Added to	241,237	6,715	0.0%	0.0%	2	+143,487	146.79%	Q2 2026	Sep 23, 2026
Sequoia Financial Advisors, LLC	History	Reduced	46,771	1,302	0.01%	0.01%	3	-6,706	-12.54%	Q2 2026	Jul 17, 2026
Kestra Advisory Services, LLC	History	Added to	28,361	789	0.0%	0.0%	4	+52	0.18%	Q2 2026	Jul 28, 2026
Prime Capital Investment Advisors, LLC	History	Added to	20,305	565	0.01%	0.01%	5	+264	1.32%	Q2 2026	Aug 05, 2026
MML INVESTORS SERVICES, LLC	History	New	19,786	550	0.0%	—	6	+19,786	New	Q2 2026	Aug 07, 2026
LPL Financial LLC	History	New	8,621	239	0.0%	—	7	+8,621	New	Q2 2026	Aug 07, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	New	5,069	141	0.0%	—	8	+5,069	New	Q2 2026	Aug 12, 2026
ROYAL BANK OF CANADA	History	New	2,816	78	0.0%	—	9	+2,816	New	Q2 2026	Aug 14, 2026
UBS Group AG	History	New	1,461	40	0.0%	—	10	+1,461	New	Q2 2026	Aug 13, 2026
OSAIC HOLDINGS, INC.	History	Added to	1,437	40	0.0%	0.0%	11	+1,170	438.2%	Q2 2026	Aug 14, 2026
HARBOUR INVESTMENTS, INC.	History	No change	1,007	28	0.0%	0.0%	12	0	0.0%	Q2 2026	Aug 12, 2026
IFG Advisory, LLC	History	New	276	7	0.0%	—	13	+276	New	Q2 2026	Aug 13, 2026