4 institutions reported holding $66.6M of SYMMETRY PANORAMIC TR (SMOM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Symmetry Partners, LLC ($57.8M), ENVESTNET ASSET MANAGEMENT INC ($6.7M), Sequoia Financial Advisors, LLC ($1.3M), Kestra Advisory Services, LLC ($789,530). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Symmetry Partners, LLC | $57.8M | 2.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 241,237 | Added |
| 3 | Sequoia Financial Advisors, LLC | $1.3M | 46,771 | Trimmed |
| 4 | Kestra Advisory Services, LLC | $789,530 | 28,361 | Added |
Source: SEC Form 13F filings · as of 2026-06-30