Among active 13F managers last quarter, 7 opened and 6 reduced; the largest holder to move was J. L. Bainbridge & Co., Inc. (−32%).
37 tracked 13F filers disclose a position in SMAX as of the latest SEC 13F filings, a combined $51.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | J. L. Bainbridge & Co., Inc. | 947K | $26.4M | ▼−32% Reduced · −451K sh | Q2 2026 | |
| 2 | Client First Capital LLC | 144K | $4.0M | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 3 | Raymond James Financial Inc | 92K | $2.5M | ▼−2.5% Reduced · −2K sh | Q1 2026 | |
| 4 | FC Advisory LLC | 81K | $2.2M | ▼−0.3% Reduced · −242 sh | Q2 2026 | |
| 5 | Grantvest Financial Group LLC | 73K | $2.0M | ▼−1.6% Reduced · −1K sh | Q2 2026 | |
| 6 | Amplius Wealth Advisors, LLC | 48K | $1.3M | —Held | Q2 2026 | |
| 7 | Envestnet Asset Management Inc | 44K | $1.2M | ▲+48% Added · +14K sh | Q1 2026 | |
| 8 | Crewe Advisors LLC | 38K | $1.1M | —Held | Q2 2026 | |
| 9 | Jim Saulnier & Associates, LLC | 36K | $1.0M | —Held | Q2 2026 | |
| 10 | Old Mission Capital LLC | 30K | $811K | ▲New +30K sh | Q1 2026 | |
| 11 | Susquehanna International Group, LLP | 29K | $774K | ▼−44% Reduced · −22K sh | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 28K | $745K | —Held | Q1 2026 | |
| 13 | Kestra Advisory Services, LLC | 21K | $599K | —Held | Q2 2026 | |
| 14 | Tradition Wealth Management, LLC | 21K | $588K | —Held | Q2 2026 | |
| 15 | ARS Investment Partners, LLC | 20K | $555K | —Held | Q2 2026 | |
| 16 | Lifestyle Asset Management, Inc. | 17K | $466K | ▼−0.8% Reduced · −129 sh | Q2 2026 | |
| 17 | Crown Wealth Group, LLC | 17K | $465K | ▼−0.3% Reduced · −50 sh | Q2 2026 | |
| 18 | Citadel Advisors LLC | 16K | $444K | ▲New +16K sh | Q2 2026 | |
| 19 | Clear Creek Financial Management, LLC | 15K | $428K | —Held | Q2 2026 | |
| 20 | Kestra Investment Management, LLC | 15K | $412K | ▲New +15K sh | Q2 2026 | |
| 21 | Kovack Advisors, Inc. | 15K | $412K | —Held | Q2 2026 | |
| 22 | Creative Planning | 14K | $375K | —Held | Q1 2026 | |
| 23 | Blue Sky Capital Consultants Group, Inc. | 12K | $325K | ▼−50% Reduced · −12K sh | Q2 2026 | |
| 24 | Ausdal Financial Partners, Inc. | 12K | $323K | —Held | Q2 2026 | |
| 25 | Kestra Private Wealth Services, LLC | 9K | $251K | ▲New +9K sh | 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, 7 funds opened a new position in SMAX, while 6 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 22 funds | $3.6B |
| Apple IncAAPL | 22 funds | $3.4B |
| SS SPDR S&P 500 ETF Trust-USSPY | 22 funds | $1.4B |
| Invesco QQQ Trust Series 1QQQ | 22 funds | $673.0M |
| Alphabet Inc-CL AGOOGL | 21 funds | $1.6B |
| Ishares Core S&P 500 ETFIVV | 20 funds | $14.5B |
| Micron Technology IncMU | 20 funds | $1.1B |
| Vanguard S&P 500 ETFVOO | 20 funds | $931.4M |
| Johnson & JohnsonJNJ | 20 funds | $518.7M |
| Amazon.com IncAMZN | 19 funds | $3.2B |
| Microsoft CorpMSFT | 19 funds | $2.1B |
| Alphabet Inc-CL CGOOG | 19 funds | $1.3B |
Ranked by how many of SMAX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMAX.
| Class | 13F holders | Value held |
|---|---|---|
| LMUBmc | 157 funds | $1.6B |
| IBDZmc | 116 funds | $592.6M |
| IBMSmc | 108 funds | $225.6M |
| TOPTmc | 94 funds | $179.9M |
| IBCAmc | 82 funds | $192.1M |
| IBMTmc | 68 funds | $71.5M |
| IBTPmc | 60 funds | $211.0M |
| MAXJmc | 47 funds | $73.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SMAX
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.