Institutional Owners for SMG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| PATHSTONE HOLDINGS LLC | CL A | 351 | $687,442 | 9,216 | 0.00 | 0.00 | 523 | 6.02 | 03-31-2024 |
| MITCHELL & PAHL PRIVATE WEALTH LLC | CL A | 352 | $686,822 | 9,208 | 0.00 | 0.00 | 1,049 | 12.86 | 03-31-2024 |
| ADVISOR OS LLC | CL A | 353 | $629,615 | 9,028 | 0.00 | 0.19 | 3,295 | 57.47 | 03-31-2023 |
| XPONANCE INC | CL A | 354 | $652,588 | 8,749 | 0.00 | 0.00 | -351 | -3.86 | 03-31-2024 |
