13FBOX
SYMMETRY PANORAMIC TR · 13F Institutional Holdings
Options Calculator Rankings
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SYMMETRY PANORAMIC TR

SMOM
Institutions
13
Combined AUM (Q2 2026)
$68.3M
Combined Shares (Q2 2026)
2.5M
Overall Trend
Increase
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+183,000
10 institutions added · 6 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-29,586
2 institutions reduced · 0 exits
Est. sell amount
⚖️ Net Share Change
+153,414
Net Buy
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$68.3M
Institutions
13
New Buys
6
Adds
4
Reduces
2
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Symmetry Partners, LLC
2.95%2.99%#1$57.8M2.1M$52.4M2.1M-22,880-1.09%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#5$6.7M241,237$2.4M97,750+143,487+146.79%Add
Sequoia Financial Advisors, LLC
0.01%0.01%#2$1.3M46,771$1.3M53,477-6,706-12.54%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#4$789,53028,361$705,89928,309+52+0.18%Add
Prime Capital Investment Advisors, LLC
0.01%0.01%#3$565,26920,305$499,73020,041+264+1.32%Add
MML INVESTORS SERVICES, LLC
<0.01%#6$550,83319,786$00+19,786New Buy
LPL Financial LLC
<0.01%#9$239,9998,621$00+8,621New Buy
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#8$141,1155,069$00+5,069New Buy
ROYAL BANK OF CANADA
<0.01%#12$78,0002,816$00+2,816New Buy
UBS Group AG
<0.01%#13$40,6731,461$00+1,461New Buy
OSAIC HOLDINGS, INC.
<0.01%<0.01%#10$40,0021,437$6,657267+1,170+438.20%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#7$28,0341,007$25,1101,00700.00%Unchanged
Integrated Wealth Concepts LLC
<0.01%#11$7,628274$00+274New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow