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 | 2,099,906 | 52,361 | 2.99% | 3.14% | 1 | +45,498 | 2.21% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 97,750 | 2,437 | 0.0% | — | 2 | +97,750 | New | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 53,477 | 1,333 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,309 | 705 | 0.0% | 0.0% | 4 | +723 | 2.62% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 20,041 | 499 | 0.01% | 0.01% | 5 | -112 | -0.56% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,007 | 25 | 0.0% | — | 6 | +1,007 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 267 | 6 | 0.0% | 0.0% | 7 | +168 | 169.7% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,676 | -100.0% | Q1 2026 | May 12, 2026 |