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 SMDV 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/SMDV"
Use Arkolith to show who owns SMDV, which funds added or reduced it, and which SEC filings prove each claim.
| # | 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 | Baird Financial Group, Inc. | $9.4M | 137K | ▲+2.9% Added · +4K sh | Q1 2026 | |
| 9 | &PARTNERS | $7.8M | 113K | ▼−2.2% Reduced · −3K sh | Q1 2026 | |
| 10 | TRUIST FINANCIAL CORP | $5.4M | 79K | ▼−7.3% Reduced · −6K sh | Q1 2026 | |
| 11 | Sanctuary Advisors, LLC | $4.1M | 59K | ▲+2.7% Added · +2K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $3.8M | 55K | ▼−6.2% Reduced · −4K sh | Q1 2026 | |
| 13 | STIFEL FINANCIAL CORP | $3.6M | 53K | ▲+9.1% Added · +4K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 43K | ▼−0.2% Reduced · −84 sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $2.6M | 38K | ▲+65% Added · +15K sh | Q1 2026 | |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 36K | ▼−64% Reduced · −64K sh | Q1 2026 | |
| 17 | Cetera Investment Advisers | $2.4M | 35K | ▼−0.3% Reduced · −96 sh | Q1 2026 | |
| 18 | Equitable Holdings, Inc. | $2.4M | 37K | ▲+89% Added · +17K sh | Q1 2026 | |
| 19 | OSAIC HOLDINGS, INC. | $2.2M | 32K | ▲+4.4% Added · +1K sh | Q1 2026 | |
| 20 | Jacobi Capital Management LLC | $1.9M | 28K | ▲~0% Added · +1 sh | Q1 2026 | |
| 21 | TWO SIGMA INVESTMENTS, LP | $1.8M | 27K | —Held | Q1 2026 | |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 18K | ▼−25% Reduced · −6K sh | Q1 2026 | |
| 23 | Essex Financial Services, Inc. | $1.2M | 18K | ▼−5.9% Reduced · −1K sh | Q1 2026 | |
| 24 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.1M | 17K | ▲+2.6% Added · +420 sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.1M | 16K | ▲+8.1% Added · +1K 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.
No Form 4 insider transactions on file yet.
| Class | 13F holders | Value held |
|---|---|---|
| REGLmc | 127 funds | $936.6M |
| SMDVthis pagecommon | 76 funds | $256.8M |
| TOLZETF | 39 funds | $115.2M |
| IGHGmc | 38 funds | $126.6M |
| TBTPSHS ULTSH 20YRS | 34 funds | $67.4M |
| ONLNONLINE RTL ETF | 25 funds | $17.3M |
| SPXESP500 EX ENRGY | 23 funds | $22.7M |
| DOGmc | 21 funds | $39.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 33 funds | $13.6B |
| MICROSOFT CORPMSFT | 33 funds | $11.1B |
| ALPHABET INC-CL AGOOGL | 33 funds | $7.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 33 funds | $7.1B |
| JPMORGAN CHASE & COJPM | 33 funds | $5.5B |
| BROADCOM INCAVGO | 33 funds | $5.3B |
| META PLATFORMS INC-CLASS AMETA | 33 funds | $5.1B |
| ALPHABET INC-CL CGOOG | 33 funds | $5.0B |
| JOHNSON & JOHNSONJNJ | 33 funds | $3.1B |
| VISA INC-CLASS A SHARESV | 33 funds | $3.0B |
| VANGUARD VALUE ETFVTV | 33 funds | $3.0B |
| COSTCO WHOLESALE CORPCOST | 33 funds | $3.0B |
Ranked by how many of SMDV'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 SMDV. 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.