This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SM/capital-change-brief"
Use Arkolith's capital_change_brief for SM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.2B | 38.4M | ▲+84% Added · +17.5M sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $475.0M | 15.2M | ▲New +15.2M sh | Q1 2026 | |
| 3 | CANADA PENSION PLAN INVESTMENT BOARD | $451.9M | 14.5M | ▲24× Added · +13.9M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $389.6M | 12.5M | ▲+100% Added · +6.2M sh | Q1 2026 | |
| 5 | ARISTEIA CAPITAL, L.L.C. | $338.0M | 10.8M | ▲31× Added · +10.5M sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $328.6M | 10.5M | ▲New +10.5M sh | Q1 2026 | |
| 7 | DIMENSIONAL FUND ADVISORS LP | $311.7M | 10.0M | ▲+79% Added · +4.4M sh | Q1 2026 | |
| 8 | AMERICAN CENTURY COMPANIES INC | $278.2M | 8.9M | ▲+88% Added · +4.2M sh | Q1 2026 | |
| 9 | DONALD SMITH & CO., INC. | $224.8M | 7.2M | ▲New +7.2M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $177.7M | 5.7M | ▲+109% Added · +3.0M sh | Q1 2026 | |
| 11 | MILLENNIUM MANAGEMENT LLC | $156.9M | 5.0M | ▲+77% Added · +2.2M sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $130.2M | 4.1M | ▲+32% Added · +987K sh | Q1 2026 | |
| 13 | FMR LLC | $125.3M | 4.0M | ▲32× Added · +3.9M sh | Q1 2026 | |
| 14 | MORGAN STANLEY | $109.5M | 3.5M | ▲+106% Added · +1.8M sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $90.4M | 2.9M | ▲+111% Added · +1.5M sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $82.8M | 2.7M | ▲+116% Added · +1.4M sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $75.1M | 2.4M | ▲+170% Added · +1.5M sh | Q1 2026 | |
| 18 | Nuveen, LLC | $73.6M | 2.4M | ▲+183% Added · +1.5M sh | Q1 2026 | |
| 19 | UBS Group AG | $64.8M | 2.1M | ▲+212% Added · +1.4M sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $46.3M | 1.5M | ▲New +1.5M sh | Q1 2026 | |
| 21 | Bank of New York Mellon Corp | $44.2M | 1.4M | ▲+95% Added · +692K sh | Q1 2026 | |
| 22 | FEARNLEY ASSET MANAGEMENT AS | $43.3M | 1.4M | ▲+59% Added · +514K sh | Q1 2026 | |
| 23 | FIRST TRUST ADVISORS LP | $40.2M | 1.3M | ▲+73% Added · +544K sh | Q1 2026 | |
| 24 | Webs Creek Capital Management LP | $40.1M | 1.3M | ▲New +1.3M sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $39.3M | 1.3M | ▼−11% Reduced · −160K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Option exercise (M) | 948 | — |
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Tax withholding (F) | 396 | $10K |
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Option exercise (M) | 630 | — |
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Tax withholding (F) | 264 | $7K |
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Option exercise (M) | 2K | — |
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Tax withholding (F) | 802 | $21K |
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Option exercise (M) | 948 | — |
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Option exercise (M) | 630 | — |
| Jul 1, 2026 | Bennett Alan D | Vice President - Controller | Option exercise (M) | 2K | — |
| Jul 1, 2026 | Lebeck James Barker | EVP, GC & Corp Secretary | Option exercise (M) | 5K | — |
| Jul 1, 2026 | Lebeck James Barker | EVP, GC & Corp Secretary | Tax withholding (F) | 2K | $60K |
| Jul 1, 2026 | Lebeck James Barker | EVP, GC & Corp Secretary | Option exercise (M) | 6K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 163 funds | $57.8B |
| ALPHABET INC-CL AGOOGL | 160 funds | $38.2B |
| NVIDIA CORPNVDA | 159 funds | $80.7B |
| AMAZON.COM INCAMZN | 159 funds | $45.5B |
| BROADCOM INCAVGO | 159 funds | $29.5B |
| ELI LILLY & COLLY | 158 funds | $15.7B |
| META PLATFORMS INC-CLASS AMETA | 157 funds | $27.4B |
| CHEVRON CORPCVX | 157 funds | $7.9B |
| CITIGROUP INCC | 157 funds | $5.5B |
| SERVICENOW INCNOW | 157 funds | $4.0B |
| APPLE INCAAPL | 156 funds | $68.6B |
| MASTERCARD INC - AMA | 156 funds | $11.0B |
Ranked by how many of SM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.