Among active 13F managers last quarter, 1 opened and 4 added, while 1 reduced; the largest holder to move was Crumly & Associates Inc. (+2.6%).
19 tracked 13F filers disclose a position in SMCO as of the latest SEC 13F filings, a combined $64.7M 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 | Crumly & Associates Inc. | 462K | $14.3M | ▲+2.6% Added · +12K sh | Q2 2026 | |
| 2 | Envestnet Asset Management Inc | 352K | $9.6M | ▲+150% Added · +211K sh | Q1 2026 | |
| 3 | &Partners | 343K | $10.7M | ▼−1.4% Reduced · −5K sh | Q2 2026 | |
| 4 | Hilton Capital Management, LLC | 229K | $7.1M | —Held | Q2 2026 | |
| 5 | Fulton Bank, N.A. | 148K | $4.0M | ▲+11% Added · +14K sh | Q1 2026 | |
| 6 | Visionary Wealth Advisors | 139K | $4.3M | ▼−0.5% Reduced · −698 sh | Q2 2026 | |
| 7 | Snowden Capital Advisors LLC | 122K | $3.8M | ▲+2.7% Added · +3K sh | Q2 2026 | |
| 8 | LPL Financial LLC | 114K | $3.1M | ▲+253% Added · +82K sh | Q1 2026 | |
| 9 | UBS Group AG | 97K | $2.6M | ▲New +97K sh | Q1 2026 | |
| 10 | Osaic Holdings, Inc. | 59K | $1.6M | ▼−8.2% Reduced · −5K sh | Q1 2026 | |
| 11 | GTS Securities LLC | 29K | $783K | ▼−37% Reduced · −17K sh | Q1 2026 | |
| 12 | Benjamin Edwards Inc | 24K | $747K | ▲+0.9% Added · +225 sh | Q2 2026 | |
| 13 | Commonwealth Equity Services, LLC | 20K | $540K | ▲+17% Added · +3K sh | Q1 2026 | |
| 14 | Steward Partners Investment Advisory, LLC | 20K | $611K | ▲New +20K sh | Q2 2026 | |
| 15 | Pier 88 Investment Partners LLC | 19K | $598K | ▲+10% Added · +2K sh | Q2 2026 | |
| 16 | WealthShield Partners, LLC | 7K | $218K | ▲New +7K sh | Q2 2026 | |
| 17 | Fifth Third Bancorp | 2K | $55K | ▲New +2K sh | Q1 2026 | |
| 18 | JPMorgan Chase & Co | 900 | $24K | ▲New +900 sh | Q1 2026 | |
| 19 | Morgan Stanley | 29 | $788 | —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.
Last quarter, 1 fund opened a new position in SMCO and 4 added to an existing one, while 1 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 |
|---|---|---|
| Broadcom IncAVGO | 7 funds | $240.0M |
| Alphabet Inc-CL AGOOGL | 7 funds | $196.0M |
| Apple IncAAPL | 6 funds | $547.7M |
| Nvidia CorpNVDA | 6 funds | $459.1M |
| Microsoft CorpMSFT | 6 funds | $376.8M |
| Amazon.com IncAMZN | 6 funds | $231.9M |
| Alphabet Inc-CL CGOOG | 6 funds | $152.2M |
| JPMorgan Chase & CoJPM | 6 funds | $144.1M |
| Taiwan Semiconductor-SP ADRTSM | 6 funds | $101.1M |
| ExxonMobil Holdings CorpXOM | 6 funds | $99.6M |
| Eli Lilly & CoLLY | 6 funds | $88.9M |
| Johnson & JohnsonJNJ | 6 funds | $83.8M |
Ranked by how many of SMCO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMCO.
| Class | 13F holders | Value held |
|---|---|---|
| CHATmc | 192 funds | $314.6M |
| RSSTmc | 62 funds | $230.2M |
| YMAXmc | 48 funds | $10.7M |
| RSSBRET STCKD GL STK | 42 funds | $293.0M |
| YMAGYIELDMAX MAGNIFI | 34 funds | $20.6M |
| QQQYDEFIANCE NASDAQ | 23 funds | $6.8M |
| SMCOthis pageII HILT SMAL MI ETF | 19 funds | $64.7M |
| RSBTRTN STACKED BD | 18 funds | $37.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SMCO
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/SMCO/capital-change-brief"
Use Arkolith's capital_change_brief for SMCO. 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 SMCO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.