25 tracked 13F filers disclose a position in SMAX as of the latest SEC 13F filings, a combined $19.6M 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 | Client First Capital LLC | $4.0M | 144K | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 2 | RAYMOND JAMES FINANCIAL INC | $2.5M | 92K | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 3 | FC Advisory LLC | $2.2M | 81K | ▼−0.3% Reduced · −242 sh | Q2 2026 | |
| 4 | BIP Wealth, LLC | $1.5M | 57K | ▼−66% Reduced · −108K sh | Q1 2026 | |
| 5 | Amplius Wealth Advisors, LLC | $1.3M | 48K | —Held | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 44K | ▲+48% Added · +14K sh | Q1 2026 | |
| 7 | OLD MISSION CAPITAL LLC | $811K | 30K | ▲New +30K sh | Q1 2026 | |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $774K | 29K | ▼−44% Reduced · −22K sh | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $745K | 28K | —Held | Q1 2026 | |
| 10 | Kestra Advisory Services, LLC | $576K | 21K | ▲+35% Added · +6K sh | Q1 2026 | |
| 11 | Tradition Wealth Management, LLC | $566K | 21K | ▼−3.7% Reduced · −822 sh | Q1 2026 | |
| 12 | ARS Investment Partners, LLC | $555K | 20K | —Held | Q2 2026 | |
| 13 | Lifestyle Asset Management, Inc. | $466K | 17K | ▼−0.8% Reduced · −129 sh | Q2 2026 | |
| 14 | Crown Wealth Group, LLC | $465K | 17K | ▼−0.3% Reduced · −50 sh | Q2 2026 | |
| 15 | Kovack Advisors, Inc. | $397K | 15K | ▼~0% Reduced · −1 sh | Q1 2026 | |
| 16 | Creative Planning | $375K | 14K | —Held | Q1 2026 | |
| 17 | Ausdal Financial Partners, Inc. | $311K | 12K | —Held | Q1 2026 | |
| 18 | Farther Finance Advisors, LLC | $201K | 7K | ▲New +7K sh | Q1 2026 | |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $200K | 7K | ▲New +7K sh | Q1 2026 | |
| 20 | Spire Wealth Management | $193K | 7K | ▲~0% Added · +2 sh | Q1 2026 | |
| 21 | AE Wealth Management LLC | $109K | 4K | ▼−11% Reduced · −482 sh | Q1 2026 | |
| 22 | Blue Trust, Inc. | $40K | 1K | ▲New +1K sh | Q2 2026 | |
| 23 | Advisory Services Network, LLC | $27K | 1K | ▲New +1K sh | Q1 2026 | |
| 24 | UBS Group AG | $5K | 172 | ▲New +172 sh | Q1 2026 | |
| 25 | IFP Advisors, Inc | $1K | 51 | —Held | Q2 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, 4 funds opened a new position in SMAX, while 5 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 |
|---|---|---|
| APPLE INCAAPL | 8 funds | $1.3B |
| NVIDIA CORPNVDA | 8 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $1.1B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $699.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $660.6M |
| AMAZON.COM INCAMZN | 8 funds | $620.3M |
| VANGUARD S&P 500 ETFVOO | 8 funds | $534.1M |
| ALPHABET INC-CL AGOOGL | 8 funds | $451.6M |
| VANGUARD GROWTH ETFVUG | 8 funds | $388.1M |
| ALPHABET INC-CL CGOOG | 8 funds | $359.7M |
| BROADCOM INCAVGO | 8 funds | $339.5M |
| VANGUARD VALUE ETFVTV | 8 funds | $328.6M |
Ranked by how many of SMAX's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF 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/SMAX/capital-change-brief"
Use Arkolith's capital_change_brief for SMAX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SMAX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.