End-of-day close from stored market data, not a live quote.
Sign in to see your position size
We’ll show you if SMLF is in your portfolio and how much it contributes.
Sign inLoading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
26 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
302 filers reported a long position in SMLF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $289.2M | 3.2M | +25.6% |
| WELLS FARGO & COMPANY/MN | $271.7M | 3M | +2.7% |
| AMERIPRISE FINANCIAL INC | $194.2M | 2.2M | +9.5% |
| LPL Financial LLC | $142M | 1.6M | +3.1% |
| Advance Capital Management, Inc. | $131.6M | 1.5M | -4.5% |
| BANK OF AMERICA CORP /DE/ | $127.3M | 1.4M | +42.5% |
| Valmark Advisers, Inc. | $114.2M | 1.3M | -4% |
| Acropolis Investment Management, LLC | $87.6M | 982.6K | +0.4% |
| Cetera Investment Advisers | $74.2M | 832K | +10.4% |
| Modern Wealth Management, LLC | $72.1M | 809.1K | +10.2% |
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.