17 tracked 13F filers disclose a position in SMERY as of the latest SEC 13F filings, a combined $18.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ZEVIN ASSET MANAGEMENT LLC | $6.5M | 171K | ▲New +171K sh | Q2 2026 | |
| 2 | Telligent Fund, LP | $2.9M | 75K | ▲+400% Added · +60K sh | Q2 2026 | |
| 3 | Pinnacle Wealth Management Advisory Group, LLC | $2.4M | 62K | ▲+400% Added · +50K sh | Q2 2026 | |
| 4 | L & S Advisors Inc | $2.3M | 59K | ▲+127% Added · +33K sh | Q2 2026 | |
| 5 | GAMMA Investing LLC | $1.1M | 29K | ▲+518% Added · +24K sh | Q2 2026 | |
| 6 | RHUMBLINE ADVISERS | $2.0M | 12K | ▲+8.8% Added · +979 sh | Q1 2026 | |
| 7 | Bank of Marin | $451K | 12K | ▲+532% Added · +10K sh | Q2 2026 | |
| 8 | Cascades Capital Asset Management, LLC | $381K | 10K | ▲+669% Added · +9K sh | Q2 2026 | |
| 9 | Diversified Trust Co | $222K | 6K | ▲New +6K sh | Q2 2026 | |
| 10 | Salomon & Ludwin, LLC | $92K | 2K | ▲+671% Added · +2K sh | Q2 2026 | |
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | $242K | 1K | ▲+27% Added · +301 sh | Q1 2026 | |
| 12 | Ancora Advisors LLC | $53K | 1K | ▲30× Added · +1K sh | Q2 2026 | |
| 13 | IMA Advisory Services, Inc. | $17K | 455 | ▲25× Added · +437 sh | Q2 2026 | |
| 14 | COMPASS FINANCIAL MANAGEMENT LLC | $13K | 340 | ▲New +340 sh | Q2 2026 | |
| 15 | TRUST CO OF VERMONT | $6K | 165 | ▲New +165 sh | Q2 2026 | |
| 16 | Gleason Group, Inc. | $4K | 105 | ▲New +105 sh | Q2 2026 | |
| 17 | First Command Advisory Services, Inc. | $11K | 66 | ▲New +66 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, 4 funds opened a new position in SMERY and 7 added to an existing one, while 0 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 | 11 funds | $292.6M |
| BROADCOM INCAVGO | 11 funds | $251.5M |
| MICRON TECHNOLOGY INCMU | 11 funds | $98.4M |
| ELI LILLY & COLLY | 11 funds | $84.3M |
| ADVANCED MICRO DEVICESAMD | 11 funds | $56.6M |
| VANGUARD S&P 500 ETFVOO | 10 funds | $538.6M |
| APPLE INCAAPL | 10 funds | $412.5M |
| MICROSOFT CORPMSFT | 10 funds | $267.8M |
| AMAZON.COM INCAMZN | 10 funds | $171.3M |
| ALPHABET INC-CL CGOOG | 10 funds | $170.4M |
| JPMORGAN CHASE & COJPM | 10 funds | $157.5M |
| ALPHABET INC-CL AGOOGL | 10 funds | $152.4M |
Ranked by how many of SMERY's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for SMERY
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/SMERY/capital-change-brief"
Use Arkolith's capital_change_brief for SMERY. 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 SMERY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.