Among active 13F managers last quarter, 7 opened and 10 added, while 6 reduced; the largest holder to move was Deltroit Asset Management (UK) LLP (+15%). Over the last 180 days, 1 insider bought and 2 insiders sold, a net +$37.5M in open-market trades.
Funds lean in and no leg opposes.
70 tracked 13F filers disclose a position in SMC as of the latest SEC 13F filings, a combined $135.9M 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 | Deltroit Asset Management (UK) LLP | 815K | $23.2M | ▲+15% Added · +108K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 659K | $18.8M | ▲+1.4% Added · +9K sh | Q2 2026 | |
| 3 | Vanguard Capital Management LLC | 511K | $14.6M | ▲+1.0% Added · +5K sh | Q2 2026 | |
| 4 | Eagle Global Advisors LLC | 263K | $7.5M | ▲+16% Added · +36K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 248K | $7.1M | ▲+6.3% Added · +15K sh | Q2 2026 | |
| 6 | State Street Corp | 185K | $5.3M | ▲+3.3% Added · +6K sh | Q2 2026 | |
| 7 | Charles Schwab Investment Management Inc | 174K | $5.3M | ▼−13% Reduced · −27K sh | Q1 2026 | |
| 8 | Flat Footed LLC | 159K | $4.5M | ▲+28% Added · +34K sh | Q2 2026 | |
| 9 | Bank Of America Corp | 155K | $4.7M | ▼−6.2% Reduced · −10K sh | Q1 2026 | |
| 10 | American Century Companies Inc | 122K | $3.7M | ▲+204% Added · +82K sh | Q1 2026 | |
| 11 | Bridgeway Capital Management, LLC | 120K | $3.4M | ▲+1.5% Added · +2K sh | Q2 2026 | |
| 12 | Morgan Stanley | 96K | $2.9M | ▲+312% Added · +73K sh | Q1 2026 | |
| 13 | Empowered Funds, LLC | 90K | $2.7M | ▲+9.8% Added · +8K sh | Q1 2026 | |
| 14 | Liberty Mutual Group Asset Management Inc. | 85K | $2.4M | —Held | Q2 2026 | |
| 15 | Northern Trust Corp | 70K | $2.1M | ▲+1.7% Added · +1K sh | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 69K | $2.0M | ▼−3.9% Reduced · −3K sh | Q2 2026 | |
| 17 | Citadel Advisors LLC | 64K | $1.8M | ▲+592% Added · +55K sh | Q2 2026 | |
| 18 | Vanguard Portfolio Management LLC | 60K | $1.7M | ▲+20% Added · +10K sh | Q2 2026 | |
| 19 | Farallon Capital Management, L.L.C. | 58K | $1.8M | —Held | Q1 2026 | |
| 20 | Algert Global LLC | 58K | $1.6M | ▲+23% Added · +11K sh | Q2 2026 | |
| 21 | Cetera Investment Advisers | 57K | $1.7M | ▲+104% Added · +29K sh | Q1 2026 | |
| 22 | Ark & TLK Investments, LLC | 56K | $1.6M | ▼−49% Reduced · −54K sh | Q2 2026 | |
| 23 | Summit Financial, LLC | 53K | $1.5M | —Held | Q2 2026 | |
| 24 | Fractal Investments LLC | 45K | $1.3M | —Held | Q2 2026 | |
| 25 | Jane Street Group, LLC | 43K | $1.3M | ▲+418% Added · +34K 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, 7 funds opened a new position in SMC and 10 added to an existing one, while 6 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 | 27 funds | $71.8B |
| Broadcom IncAVGO | 27 funds | $43.3B |
| Nvidia CorpNVDA | 26 funds | $102.5B |
| Amazon.com IncAMZN | 26 funds | $54.3B |
| Meta Platforms Inc-Class AMETA | 26 funds | $26.9B |
| ExxonMobil Holdings CorpXOM | 26 funds | $16.1B |
| Chevron CorpCVX | 26 funds | $9.1B |
| Intel CorpINTC | 26 funds | $6.2B |
| Apple IncAAPL | 25 funds | $78.7B |
| Tesla IncTSLA | 25 funds | $21.7B |
| Eli Lilly & CoLLY | 25 funds | $20.9B |
| JPMorgan Chase & CoJPM | 25 funds | $19.1B |
Ranked by how many of SMC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 2, 2026 | Johnston James David | Executive VP, GC, CCO and Secy | Sell (S) | 3K | $77K |
| May 19, 2026 | Peters Jerry L | Director | Sell (S) | 10K | $320K |
| Mar 31, 2026 | Connect Midstream, LLC | 10% Owner | Buy (P) | 1.2M | $37.9M |
| Aug 28, 2025 | Tailwater Capital LLC | 10% Owner | Buy (P) | 26K | $550K |
| Aug 27, 2025 | Tailwater Capital LLC | 10% Owner | Buy (P) | 47K | $972K |
| Aug 26, 2025 | Tailwater Capital LLC | 10% Owner | Buy (P) | 73K | $1.5M |
| Mar 28, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) 2 lots, same day | 1K | $35K |
| Mar 27, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $35K |
| Mar 26, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $35K |
| Mar 25, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $36K |
| Mar 24, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $36K |
| Mar 21, 2025 | Deneke J Heath | Chairman, President and CEO | Sell (S) | 1K | $36K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 27 | 20 | – |
Insiders Form 4 open-market | 1 | 2 | +$37.5M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SMC
This stock 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/SMC/capital-change-brief"
Use Arkolith's capital_change_brief for SMC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.