122 tracked 13F filers disclose a position in SMDV as of the latest SEC 13F filings, a combined $304.4M 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 | MORGAN STANLEY | $65.1M | 946K | ▼−0.1% Reduced · −789 sh | Q1 2026 | |
| 2 | UBS Group AG | $28.8M | 419K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $22.1M | 321K | ▲+0.8% Added · +3K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $20.0M | 291K | ▼−0.9% Reduced · −3K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $19.1M | 277K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $16.9M | 246K | ▼−1.6% Reduced · −4K sh | Q1 2026 | |
| 7 | ROYAL BANK OF CANADA | $13.9M | 202K | ▼−3.5% Reduced · −7K sh | Q1 2026 | |
| 8 | TOTH FINANCIAL ADVISORY CORP | $14.5M | 188K | ▼−1.3% Reduced · −3K sh | Q2 2026 | |
| 9 | Baird Financial Group, Inc. | $9.4M | 137K | ▲+2.9% Added · +4K sh | Q1 2026 | |
| 10 | Arlington Trust Co LLC | $9.7M | 126K | ▼−2.1% Reduced · −3K sh | Q2 2026 | |
| 11 | &PARTNERS | $7.8M | 113K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 12 | TRUIST FINANCIAL CORP | $5.4M | 79K | ▼−7.3% Reduced · −6K sh | Q1 2026 | |
| 13 | Sanctuary Advisors, LLC | $4.1M | 59K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $3.8M | 55K | ▼−6.2% Reduced · −4K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $3.6M | 53K | ▲+9.1% Added · +4K sh | Q1 2026 | |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 43K | ▼−0.2% Reduced · −84 sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $2.6M | 38K | ▲+65% Added · +15K sh | Q1 2026 | |
| 18 | Equitable Holdings, Inc. | $2.4M | 37K | ▲+89% Added · +17K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 36K | ▼−64% Reduced · −64K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $2.4M | 35K | ▼−0.3% Reduced · −96 sh | Q1 2026 | |
| 21 | United Advisor Group, LLC | $2.5M | 32K | ▲+0.3% Added · +110 sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $2.2M | 32K | ▲+4.4% Added · +1K sh | Q1 2026 | |
| 23 | New England Private Wealth Advisors LLC | $2.3M | 30K | ▲+0.1% Added · +25 sh | Q2 2026 | |
| 24 | Jacobi Capital Management LLC | $2.1M | 28K | ▲+0.3% Added · +79 sh | Q2 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $1.8M | 27K | —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, 7 funds opened a new position in SMDV and 18 added to an existing one, while 12 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 |
|---|---|---|
| NVIDIA CORPNVDA | 49 funds | $30.2B |
| APPLE INCAAPL | 49 funds | $24.0B |
| MICROSOFT CORPMSFT | 49 funds | $21.8B |
| AMAZON.COM INCAMZN | 49 funds | $18.6B |
| ALPHABET INC-CL AGOOGL | 49 funds | $16.4B |
| JPMORGAN CHASE & COJPM | 49 funds | $8.3B |
| BROADCOM INCAVGO | 48 funds | $13.5B |
| TESLA INCTSLA | 48 funds | $6.2B |
| RTX CORPRTX | 48 funds | $3.6B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 48 funds | $3.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 48 funds | $3.2B |
| META PLATFORMS INC-CLASS AMETA | 47 funds | $9.7B |
Ranked by how many of SMDV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| REGLmc | 205 funds | $1.0B |
| SMDVthis pagecommon | 122 funds | $304.4M |
| IGHGmc | 51 funds | $139.9M |
| TOLZETF | 51 funds | $123.4M |
| TBTPSHS ULTSH 20YRS | 42 funds | $70.7M |
| SPXESP500 EX ENRGY | 32 funds | $36.2M |
| ONLNONLINE RTL ETF | 27 funds | $17.3M |
| DOGmc | 25 funds | $40.9M |
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 SMDV
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/SMDV/capital-change-brief"
Use Arkolith's capital_change_brief for SMDV. 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 SMDV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.