89 tracked 13F filers disclose a position in SMB as of the latest SEC 13F filings, a combined $215.5M 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 | Allworth Financial LP | $41.1M | 2.4M | ▲+9.7% Added · +209K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $27.8M | 1.6M | ▼−23% Reduced · −467K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $18.0M | 1.0M | ▲+11% Added · +102K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $14.4M | 833K | ▲+15% Added · +111K sh | Q1 2026 | |
| 5 | JPMORGAN CHASE & CO | $11.0M | 635K | ▲+16% Added · +86K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $9.9M | 570K | ▲+2.8% Added · +16K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $9.6M | 557K | ▼−12% Reduced · −79K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $7.6M | 434K | ▲+4.0% Added · +17K sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $6.4M | 371K | ▲+7.1% Added · +25K sh | Q1 2026 | |
| 10 | UBS Group AG | $5.7M | 332K | ▲+14% Added · +40K sh | Q1 2026 | |
| 11 | Savant Capital, LLC | $5.5M | 319K | ▼−1.7% Reduced · −6K sh | Q1 2026 | |
| 12 | SEI INVESTMENTS CO | $5.1M | 295K | ▼−2.2% Reduced · −7K sh | Q1 2026 | |
| 13 | Cerity Partners LLC | $4.0M | 233K | ▼−2.2% Reduced · −5K sh | Q1 2026 | |
| 14 | NICOLET BANKSHARES INC | $3.6M | 208K | ▲New +208K sh | Q1 2026 | |
| 15 | Willis Johnson & Associates, Inc. | $3.6M | 207K | ▼−2.0% Reduced · −4K sh | Q1 2026 | |
| 16 | INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 185K | ▲+317% Added · +141K sh | Q2 2026 | |
| 17 | IMPACTfolio, LLC | $3.0M | 175K | ▲+0.9% Added · +2K sh | Q2 2026 | |
| 18 | Gradient Investments LLC | $2.3M | 135K | ▲+0.1% Added · +104 sh | Q2 2026 | |
| 19 | Valeo Financial Advisors, LLC | $2.3M | 134K | ▼−1.9% Reduced · −3K sh | Q2 2026 | |
| 20 | Sanctuary Advisors, LLC | $1.8M | 104K | ▼~0% Reduced · −13 sh | Q1 2026 | |
| 21 | Prosperity Consulting Group, LLC | $1.8M | 103K | ▼−12% Reduced · −13K sh | Q1 2026 | |
| 22 | Private Advisor Group, LLC | $1.6M | 90K | ▲+6.8% Added · +6K sh | Q2 2026 | |
| 23 | MML INVESTORS SERVICES, LLC | $1.5M | 88K | ▼−29% Reduced · −35K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $1.4M | 79K | ▲+44% Added · +24K sh | Q1 2026 | |
| 25 | Westside Investment Management, Inc. | $1.3M | 74K | ▲+0.7% Added · +514 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, 3 funds opened a new position in SMB and 13 added to an existing one, while 9 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 34 funds | $27.8B |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $9.0B |
| ELI LILLY & COLLY | 34 funds | $7.7B |
| JPMORGAN CHASE & COJPM | 34 funds | $6.5B |
| JOHNSON & JOHNSONJNJ | 34 funds | $5.7B |
| ABBVIE INCABBV | 34 funds | $3.6B |
| VANGUARD S&P 500 ETFVOO | 34 funds | $1.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 34 funds | $1.1B |
| NVIDIA CORPNVDA | 33 funds | $41.0B |
| APPLE INCAAPL | 33 funds | $32.5B |
| AMAZON.COM INCAMZN | 33 funds | $18.9B |
| ALPHABET INC-CL AGOOGL | 33 funds | $15.2B |
Ranked by how many of SMB's institutional holders also hold each name, a cross-fund conviction signal.
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.