Among active 13F managers last quarter, 5 opened and 17 added, while 11 reduced; the largest holder to move was Sei Investments Co (−2.2%).
101 tracked 13F filers disclose a position in SMB as of the latest SEC 13F filings, a combined $232.2M 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 | Allworth Financial LP | 2.4M | $41.1M | ▲+9.7% Added · +209K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 1.6M | $27.8M | ▼−23% Reduced · −467K sh | Q1 2026 | |
| 3 | Raymond James Financial Inc | 1.0M | $18.0M | ▲+11% Added · +102K sh | Q1 2026 | |
| 4 | Morgan Stanley | 833K | $14.4M | ▲+15% Added · +111K sh | Q1 2026 | |
| 5 | JPMorgan Chase & Co | 635K | $11.0M | ▲+16% Added · +86K sh | Q1 2026 | |
| 6 | Savant Capital, LLC | 598K | $10.4M | ▲+88% Added · +279K sh | Q2 2026 | |
| 7 | Wells Fargo & Company | 570K | $9.9M | ▲+2.8% Added · +16K sh | Q1 2026 | |
| 8 | LPL Financial LLC | 557K | $9.6M | ▼−12% Reduced · −79K sh | Q1 2026 | |
| 9 | Ameriprise Financial Inc | 434K | $7.6M | ▲+4.0% Added · +17K sh | Q1 2026 | |
| 10 | Stifel Financial Corp | 371K | $6.4M | ▲+7.1% Added · +25K sh | Q1 2026 | |
| 11 | UBS Group AG | 332K | $5.7M | ▲+14% Added · +40K sh | Q1 2026 | |
| 12 | Sei Investments Co | 295K | $5.1M | ▼−2.2% Reduced · −7K sh | Q1 2026 | |
| 13 | MY Wealth Management Inc. | 259K | $4.5M | ▲New +259K sh | Q2 2026 | |
| 14 | Cerity Partners LLC | 233K | $4.0M | ▼−2.2% Reduced · −5K sh | Q1 2026 | |
| 15 | Condor Capital Management | 228K | $4.0M | ▲+0.3% Added · +631 sh | Q2 2026 | |
| 16 | Nicolet Bankshares Inc | 208K | $3.6M | —Held | Q2 2026 | |
| 17 | Willis Johnson & Associates, Inc. | 204K | $3.5M | ▼−1.2% Reduced · −3K sh | Q2 2026 | |
| 18 | Independent Financial Group, LLC | 185K | $3.2M | ▲+317% Added · +141K sh | Q2 2026 | |
| 19 | IMPACTfolio, LLC | 175K | $3.0M | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 20 | Gradient Investments LLC | 135K | $2.3M | ▲+0.1% Added · +104 sh | Q2 2026 | |
| 21 | Valeo Financial Advisors, LLC | 134K | $2.3M | ▼−1.9% Reduced · −3K sh | Q2 2026 | |
| 22 | MML Investors Services, LLC | 131K | $2.3M | ▲+48% Added · +42K sh | Q2 2026 | |
| 23 | Sanctuary Advisors, LLC | 101K | $1.7M | ▼−3.3% Reduced · −3K sh | Q2 2026 | |
| 24 | Prosperity Consulting Group, LLC | 93K | $1.6M | ▼−9.5% Reduced · −10K sh | Q2 2026 | |
| 25 | Private Advisor Group, LLC | 90K | $1.6M | ▲+6.8% Added · +6K 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, 5 funds opened a new position in SMB and 17 added to an existing one, while 11 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 |
|---|---|---|
| Microsoft CorpMSFT | 45 funds | $29.5B |
| JPMorgan Chase & CoJPM | 45 funds | $7.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 45 funds | $1.6B |
| Nvidia CorpNVDA | 44 funds | $43.7B |
| Apple IncAAPL | 44 funds | $35.0B |
| Alphabet Inc-CL AGOOGL | 44 funds | $16.4B |
| Alphabet Inc-CL CGOOG | 44 funds | $12.4B |
| Meta Platforms Inc-Class AMETA | 44 funds | $9.7B |
| Tesla IncTSLA | 44 funds | $9.0B |
| Johnson & JohnsonJNJ | 44 funds | $6.1B |
| Abbvie IncABBV | 44 funds | $4.5B |
| Vanguard S&P 500 ETFVOO | 44 funds | $2.2B |
Ranked by how many of SMB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMB.
No filings captured for this ticker in the live stream yet.
Connected entities for SMB
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/SMB/capital-change-brief"
Use Arkolith's capital_change_brief for SMB. 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 SMB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.