Institutional Owners for SMG
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE PLANNING | CL A | 401 | $436,192 | 6,842 | 0.00 | 0.00 | -843 | -10.97 | 12-31-2023 |
| KESTRA ADVISORY SERVICES LLC | CL A | 402 | $503,621 | 6,752 | 0.00 | 0.00 | -179 | -2.58 | 03-31-2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | CL A | Liquidated | $0 | 0 | 0.00 | 6,543 | +Inf | 03-31-2024 | |
| LVW ADVISORS LLC | CL A | 404 | $410,056 | 6,541 | 0.00 | 0.14 | -26 | -0.40 | 06-30-2023 |
