Institutional Ownership
Symmetry Panoramic Tr
CUSIP 87190B888SECTOR MOMENTUMSMOMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
7
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Symmetry Partners, LLC | 2.10M | $52.36M |
| 2 | Envestnet Asset Management Inc | 97.8K | $2.44M |
| 3 | Sequoia Financial Advisors, LLC | 53.5K | $1.33M |
| 4 | Kestra Advisory Services, LLC | 28.3K | $705.9K |
| 5 | Prime Capital Investment Advisors, LLC | 20.0K | $499.7K |
| 6 | Harbour Investments, Inc. | 1.0K | $25.1K |
| 7 | Osaic Holdings, Inc. | 267 | $6.7K |