235 tracked 13F filers disclose a position in SMA as of the latest SEC 13F filings, a combined $1.6B in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $180.8M | 6.0M | ▲+0.9% Added · +56K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $155.7M | 5.1M | ▲+48% Added · +1.7M sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $103.8M | 3.4M | ▲+331% Added · +2.6M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $84.4M | 2.8M | →First observed position No prior filed position | Q1 2026 | |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $78.6M | 2.6M | ▲+26% Added · +529K sh | Q1 2026 | |
| 6 | PRUDENTIAL FINANCIAL INC | $71.2M | 2.4M | ▼−20% Reduced · −598K sh | Q1 2026 | |
| 7 | STATE STREET CORP | $73.2M | 2.2M | ▲+3.7% Added · +81K sh | Q2 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $66.0M | 2.2M | →First observed position No prior filed position | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $51.2M | 1.6M | ▲+9.6% Added · +138K sh | Q2 2026 | |
| 10 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | $46.0M | 1.4M | ▲New +1.4M sh | Q2 2026 | |
| 11 | GOLDENTREE ASSET MANAGEMENT LP | $40.2M | 1.3M | ▲+14% Added · +164K sh | Q1 2026 | |
| 12 | Nuveen, LLC | $34.7M | 1.1M | ▲+111% Added · +602K sh | Q1 2026 | |
| 13 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $29.7M | 981K | ▲+24% Added · +187K sh | Q1 2026 | |
| 14 | Irenic Capital Management LP | $28.5M | 877K | ▲New +877K sh | Q2 2026 | |
| 15 | Conversant Capital LLC | $26.0M | 858K | ▲New +858K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.6M | 847K | ▲+7.6% Added · +60K sh | Q1 2026 | |
| 17 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | $25.2M | 832K | ▼−24% Reduced · −268K sh | Q1 2026 | |
| 18 | T. Rowe Price Investment Management, Inc. | Withheld | 802K | ▲+80% Added · +356K sh | Q1 2026 | |
| 19 | Aberdeen Group plc | $22.5M | 742K | ▼−23% Reduced · −225K sh | Q1 2026 | |
| 20 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $22.2M | 733K | ▼−6.7% Reduced · −53K sh | Q1 2026 | |
| 21 | Zimmer Partners, LP | $18.2M | 600K | ▼−5.0% Reduced · −32K sh | Q1 2026 | |
| 22 | MILLENNIUM MANAGEMENT LLC | $17.9M | 592K | ▲+108% Added · +308K sh | Q1 2026 | |
| 23 | NORTHERN TRUST CORP | $16.4M | 540K | ▲+72% Added · +227K sh | Q1 2026 | |
| 24 | Long Pond Capital, LP | $14.5M | 445K | ▲New +445K sh | Q2 2026 | |
| 25 | BNP Paribas Asset Management Holding S.A. | $12.5M | 414K | ▼−21% Reduced · −108K 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.
Last quarter, 9 funds opened a new position in SMA and 21 added to an existing one, while 23 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| AMAZON.COM INCAMZN | 122 funds | $163.6B |
| NVIDIA CORPNVDA | 120 funds | $331.4B |
| ALPHABET INC-CL AGOOGL | 120 funds | $135.6B |
| APPLE INCAAPL | 119 funds | $246.8B |
| MICROSOFT CORPMSFT | 119 funds | $226.3B |
| ALPHABET INC-CL CGOOG | 117 funds | $99.8B |
| META PLATFORMS INC-CLASS AMETA | 117 funds | $96.2B |
| ELI LILLY & COLLY | 117 funds | $60.6B |
| JPMORGAN CHASE & COJPM | 117 funds | $53.1B |
| ADVANCED MICRO DEVICESAMD | 116 funds | $26.4B |
| VISA INC-CLASS A SHARESV | 115 funds | $50.5B |
| MICRON TECHNOLOGY INCMU | 115 funds | $27.9B |
Ranked by how many of SMA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Mueller David J | Director | Sell (S) | 425 | $14K |
| Aug 14, 2026 | Look Nicholas | General Counsel and Secretary | Sell (S) | 1K | $35K |
| Jul 16, 2026 | Mueller David J | Director | Sell (S) | 425 | $14K |
| Jun 16, 2026 | Mueller David J | Director | Sell (S) | 425 | $14K |
| May 18, 2026 | Mueller David J | Director | Sell (S) | 425 | $13K |
| Apr 16, 2026 | Mueller David J | Director | Sell (S) | 425 | $14K |
| Mar 16, 2026 | Mueller David J | Director | Sell (S) | 425 | $14K |
| Nov 17, 2025 | Schwartz H. Michael | Chief Executive Officer, Director | Buy (P) | 6K | $198K |
| Nov 14, 2025 | Look Nicholas | General Counsel and Secretary | Sell (S) | 458 | $15K |
| Nov 11, 2025 | Barry James R. | CFO and Treasurer | Buy (P) | 600 | $20K |
| Apr 3, 2025 | Schwartz H. Michael | Chief Executive Officer, Director | Buy (P) | 18K | $540K |
| Apr 2, 2025 | Johnson Wayne | President and CIO | Buy (P) | 3K | $90K |
Connected entities for SMA
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/SMA/capital-change-brief"
Use Arkolith's capital_change_brief for SMA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.