8 institutions reported holding $57.4M of SYMMETRY PANORAMIC TR (SPUSX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Symmetry Partners, LLC ($52.4M), ENVESTNET ASSET MANAGEMENT INC ($2.4M), Sequoia Financial Advisors, LLC ($1.3M), Kestra Advisory Services, LLC ($705,899), Prime Capital Investment Advisors, LLC ($499,730). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Symmetry Partners, LLC | $52.4M | 2.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 97,750 | New |
| 3 | Sequoia Financial Advisors, LLC | $1.3M | 53,477 | Hold |
| 4 | Kestra Advisory Services, LLC | $705,899 | 28,309 | Added |
| 5 | Prime Capital Investment Advisors, LLC | $499,730 | 20,041 | Trimmed |
| 6 | HARBOUR INVESTMENTS, INC. | $25,110 | 1,007 | New |
| 7 | OSAIC HOLDINGS, INC. | $6,657 | 267 | Added |
| 8 | Ameritas Advisory Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31