Institutional Owners for SMG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| UMB BANK NA | CL A | 1051 | $911 | 14 | 0.00 | 0.00 | 1 | 7.69 | 06-30-2024 |
| ANCHOR INVESTMENT MANAGEMENT LLC | Stock | 1052 | $970 | 13 | 0.00 | 13 | +Inf | 03-31-2024 | |
| BELL INVESTMENT ADVISORS INC | CL A | 1053 | $896 | 12 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TD CAPITAL MANAGEMENT LLC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -88 | -88.00 | 06-30-2024 |
