73 tracked 13F filers disclose a position in SMBS as of the latest SEC 13F filings, a combined $12.3B 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 | Sixth Street Partners Management Company, L.P. | $6.2B | 244.5M | ▲New +244.5M sh | Q2 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.0B | 234.8M | ▲+5.4% Added · +12.1M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $15.7M | 617K | ▲761× Added · +616K sh | Q1 2026 | |
| 4 | CacheTech Inc. | $11.5M | 451K | ▲+17% Added · +64K sh | Q2 2026 | |
| 5 | Adams Wealth Management | $9.8M | 384K | ▲+9.9% Added · +35K sh | Q2 2026 | |
| 6 | GOLDMAN SACHS GROUP INC | $8.3M | 327K | ▲New +327K sh | Q1 2026 | |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.0M | 275K | ▲+198% Added · +182K sh | Q1 2026 | |
| 8 | Summit Financial, LLC | $3.3M | 132K | ▲+5.6% Added · +7K sh | Q2 2026 | |
| 9 | CITADEL ADVISORS LLC | $1.8M | 70K | ▲+19% Added · +11K sh | Q1 2026 | |
| 10 | JANE STREET GROUP, LLC | $1.7M | 68K | ▲+39% Added · +19K sh | Q1 2026 | |
| 11 | MERCER GLOBAL ADVISORS INC /ADV | $1.7M | 67K | ▲+206% Added · +45K sh | Q1 2026 | |
| 12 | LPL Financial LLC | $1.2M | 47K | ▲+62% Added · +18K sh | Q1 2026 | |
| 13 | Aspetuck Financial Management LLC | $1.1M | 42K | ▲+46% Added · +13K sh | Q2 2026 | |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $979K | 39K | ▲+51% Added · +13K sh | Q2 2026 | |
| 15 | Creative Planning | $762K | 30K | ▲+170% Added · +19K sh | Q1 2026 | |
| 16 | CHAPMAN FINANCIAL GROUP, LLC | $666K | 26K | ▲+2.7% Added · +700 sh | Q2 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $661K | 26K | ▲13k× Added · +26K sh | Q1 2026 | |
| 18 | CoreCap Advisors, LLC | $653K | 26K | ▲16× Added · +24K sh | Q1 2026 | |
| 19 | Atlantic Union Bankshares Corp | $550K | 22K | ▲New +22K sh | Q1 2026 | |
| 20 | BRIGHTON JONES LLC | $384K | 15K | ▲New +15K sh | Q2 2026 | |
| 21 | FMR LLC | $369K | 14K | ▲+169% Added · +9K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $347K | 14K | ▲+7.2% Added · +913 sh | Q1 2026 | |
| 23 | CHAPIN DAVIS, INC. | $323K | 13K | —Held | Q2 2026 | |
| 24 | Facet Wealth, Inc. | $298K | 12K | ▲New +12K sh | Q2 2026 | |
| 25 | US BANCORP \DE\ | $272K | 11K | ▲New +11K 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.
Last quarter, 9 funds opened a new position in SMBS and 10 added to an existing one, while 3 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 | 31 funds | $16.3B |
| BROADCOM INCAVGO | 31 funds | $10.8B |
| NVIDIA CORPNVDA | 30 funds | $22.3B |
| MICROSOFT CORPMSFT | 30 funds | $16.9B |
| AMAZON.COM INCAMZN | 30 funds | $15.0B |
| ALPHABET INC-CL CGOOG | 30 funds | $6.7B |
| JPMORGAN CHASE & COJPM | 30 funds | $5.8B |
| CISCO SYSTEMS INCCSCO | 30 funds | $4.8B |
| ELI LILLY & COLLY | 30 funds | $4.7B |
| TESLA INCTSLA | 30 funds | $3.9B |
| JOHNSON & JOHNSONJNJ | 30 funds | $3.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $2.1B |
Ranked by how many of SMBS'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 SMBS
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/SMBS/capital-change-brief"
Use Arkolith's capital_change_brief for SMBS. 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 SMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.