The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query SMBS owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SMBS"
Use Arkolith to show who owns SMBS, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Summit Financial, LLC | $3.2M | 125K | ▲+17% Added · +18K sh | Q1 2026 | |
| 2 | CITADEL ADVISORS LLC | $1.8M | 70K | ▲+19% Added · +11K sh | Q1 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $652K | 26K | ▲New +26K sh | Q1 2026 | |
| 4 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $649K | 25K | ▲New +25K sh | Q1 2026 | |
| 5 | Atlantic Union Bankshares Corp | $550K | 22K | ▲New +22K sh | Q1 2026 | |
| 6 | StoneX Group Inc. | $217K | 9K | ▲New +9K sh | Q1 2026 | |
| 7 | CWM, LLC | $183K | 7K | ▲+9.1% Added · +597 sh | Q1 2026 | |
| 8 | MAI Capital Management | $156K | 6K | ▲+2.6% Added · +157 sh | Q1 2026 | |
| 9 | Ancora Advisors LLC | $43K | 2K | ▼−54% Reduced · −2K sh | Q1 2026 | |
| 10 | IFP Advisors, Inc | $34K | 1K | ▼−84% Reduced · −7K sh | Q1 2026 | |
| 11 | HM PAYSON & CO | $32K | 1K | ▲New +1K sh | Q1 2026 | |
| 12 | Beacon Capital Management, Inc. | $29K | 1K | ▲New +1K sh | Q1 2026 | |
| 13 | MCF Advisors LLC | $22K | 845 | —Held | Q1 2026 | |
| 14 | Root Financial Partners, LLC | $13K | 524 | ▼−39% Reduced · −334 sh | Q1 2026 | |
| 15 | BROWN BROTHERS HARRIMAN & CO | $8K | 322 | —Held | Q1 2026 | |
| 16 | ASSETMARK, INC | $1K | 48 | ▲+100% Added · +24 sh | Q1 2026 | |
| 17 | AdvisorNet Financial, Inc | $383 | 15 | ▲New +15 sh | Q1 2026 | |
| 18 | Clearstead Advisors, LLC | $307 | 12 | —Held | 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 22 funds | $9.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 22 funds | $4.7B |
| BROADCOM INCAVGO | 22 funds | $4.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 22 funds | $2.5B |
| ISHARES MBS ETFMBB | 22 funds | $532.3M |
| SS FINANCIAL SELECT SECTORXLF | 22 funds | $445.8M |
| INTEL CORPINTC | 22 funds | $431.8M |
| SCHWAB INTL EQUITY ETFSCHF | 22 funds | $372.9M |
| AFLAC INCAFL | 22 funds | $297.2M |
| SCHWAB US SMALL-CAP ETFSCHA | 22 funds | $161.4M |
| FORD MOTOR COF | 22 funds | $41.2M |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $11.4B |
Ranked by how many of SMBS'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 + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.