Institutional Ownership
Symmetry Panoramic Tr
CUSIP 87190B888SECTOR MOMENTUMSMOMQ1 2026
Institutional Holders
7
13F filers
Shares Held
2.30M
Aggregate institutional
Institutional Value
$57.37M
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased3
Decreased1
Sold out1
Institutional Holders
7 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Symmetry Partners, LLC | 2.10M | $52.36M | +45.5K | Added |
| 2 | Envestnet Asset Management Inc | 97.8K | $2.44M | +97.8K | New |
| 3 | Sequoia Financial Advisors, LLC | 53.5K | $1.33M | 0 | Held |
| 4 | Kestra Advisory Services, LLC | 28.3K | $705.9K | +723 | Added |
| 5 | Prime Capital Investment Advisors, LLC | 20.0K | $499.7K | −112 | Reduced |
| 6 | Harbour Investments, Inc. | 1.0K | $25.1K | +1.0K | New |
| 7 | Osaic Holdings, Inc. | 267 | $6.7K | +168 | Added |