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/SMAY/capital-change-brief"
Use Arkolith's capital_change_brief for SMAY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MGO ONE SEVEN LLC | $3.0M | 115K | ▼−2.5% Reduced · −3K sh | Q1 2026 | |
| 2 | Cetera Investment Advisers | $2.6M | 100K | ▼−33% Reduced · −49K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $1.8M | 70K | ▲+6.6% Added · +4K sh | Q1 2026 | |
| 4 | OSAIC HOLDINGS, INC. | $1.7M | 64K | ▼−66% Reduced · −126K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 44K | ▼−2.8% Reduced · −1K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 40K | ▼−30% Reduced · −17K sh | Q1 2026 | |
| 7 | BFI Wealth Solutions, LLC | $1.0M | 39K | ▲+28% Added · +9K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $103K | 38K | ▲+3.0% Added · +1K sh | Q2 2026 | |
| 9 | Kestra Advisory Services, LLC | $950K | 36K | ▲+46% Added · +11K sh | Q1 2026 | |
| 10 | NorthCrest Asset Manangement, LLC | $982K | 35K | —Held | Q2 2026 | |
| 11 | First Heartland Consultants, Inc. | $937K | 33K | ▲+3.2% Added · +1K sh | Q2 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $770K | 29K | ▼−3.9% Reduced · −1K sh | Q1 2026 | |
| 13 | Arkadios Wealth Advisors | $712K | 27K | ▼−0.8% Reduced · −217 sh | Q1 2026 | |
| 14 | Quad-Cities Investment Group, LLC | $610K | 21K | ▲New +21K sh | Q2 2026 | |
| 15 | Optivise Advisory Services LLC | $574K | 20K | ▲New +20K sh | Q2 2026 | |
| 16 | SOA Wealth Advisors, LLC. | $499K | 19K | ▼−54% Reduced · −22K sh | Q1 2026 | |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $491K | 19K | ▲New +19K sh | Q1 2026 | |
| 18 | Fragasso Financial Advisors Inc | $366K | 13K | —Held | Q2 2026 | |
| 19 | Avidian Wealth Enterprises, LLC | $338K | 13K | —Held | Q1 2026 | |
| 20 | Mariner, LLC | $329K | 13K | —Held | Q1 2026 | |
| 21 | KINTRA WEALTH, LLC | $318K | 12K | ▲New +12K sh | Q1 2026 | |
| 22 | Harvest Investment Services, LLC | $317K | 12K | ▼−13% Reduced · −2K sh | Q1 2026 | |
| 23 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $262K | 10K | ▼−11% Reduced · −1K sh | Q1 2026 | |
| 24 | Integrated Wealth Concepts LLC | $223K | 8K | —Held | Q1 2026 | |
| 25 | Sigma Planning Corp | $209K | 8K | ▼−2.7% Reduced · −223 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.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 19 funds | $7.4B |
| APPLE INCAAPL | 19 funds | $5.6B |
| NVIDIA CORPNVDA | 19 funds | $5.0B |
| MICROSOFT CORPMSFT | 19 funds | $4.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 19 funds | $3.7B |
| AMAZON.COM INCAMZN | 19 funds | $3.7B |
| ALPHABET INC-CL AGOOGL | 19 funds | $3.4B |
| VANGUARD S&P 500 ETFVOO | 19 funds | $2.6B |
| INVESCO QQQ TRUST SERIES 1QQQ | 19 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 19 funds | $2.1B |
| ISHARES CORE U.S. AGGREGATEAGG | 19 funds | $2.1B |
| BROADCOM INCAVGO | 19 funds | $2.1B |
Ranked by how many of SMAY's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SMAY. 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.