407 tracked 13F filers disclose a position in SMG as of the latest SEC 13F filings, a combined $2.8B 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 | BlackRock, Inc. | $270.3M | 4.4M | ▲+5.6% Added · +236K sh | Q1 2026 | |
| 2 | EARNEST PARTNERS LLC | $247.3M | 3.6M | ▲+6.8% Added · +231K sh | Q2 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $152.2M | 2.5M | →First observed position No prior filed position | Q1 2026 | |
| 4 | FMR LLC | $130.2M | 2.1M | ▲+46% Added · +679K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $119.1M | 2.0M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $109.1M | 1.6M | ▲+5.4% Added · +83K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $85.8M | 1.4M | ▲+9.7% Added · +125K sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $78.4M | 1.3M | ▲+161% Added · +796K sh | Q1 2026 | |
| 9 | Epoch Investment Partners, Inc. | $83.3M | 1.2M | ▲+49% Added · +400K sh | Q2 2026 | |
| 10 | DEPRINCE RACE & ZOLLO INC | $77.8M | 1.1M | ▲+5.1% Added · +55K sh | Q2 2026 | |
| 11 | NORTHERN TRUST CORP | $67.0M | 1.1M | ▼−0.8% Reduced · −9K sh | Q1 2026 | |
| 12 | ARIEL INVESTMENTS, LLC | $58.5M | 963K | ▲New +963K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $54.5M | 896K | ▲+8.8% Added · +72K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $56.6M | 831K | ▲+1.4% Added · +11K sh | Q2 2026 | |
| 15 | BRANDES INVESTMENT PARTNERS, LP | $49.2M | 809K | ▲+9.7% Added · +71K sh | Q1 2026 | |
| 16 | Interval Partners, LP | $46.1M | 758K | ▼−6.1% Reduced · −49K sh | Q1 2026 | |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | $41.3M | 680K | ▼−13% Reduced · −106K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $40.0M | 659K | ▲+16% Added · +93K sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $36.3M | 597K | ▲+1.3% Added · +8K sh | Q1 2026 | |
| 20 | NORGES BANK | $32.6M | 559K | ▲+28% Added · +122K sh | Q4 2025 | |
| 21 | Bank of New York Mellon Corp | $33.1M | 544K | ▲+0.3% Added · +1K sh | Q1 2026 | |
| 22 | Russell Investments Group, Ltd. | $32.9M | 541K | ▲+16% Added · +75K sh | Q1 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $32.5M | 534K | ▲+60% Added · +200K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.4M | 532K | ▲+5.9% Added · +30K sh | Q1 2026 | |
| 25 | UBS Group AG | $28.1M | 463K | ▲+71% Added · +193K 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 SMG and 32 added to an existing one, while 17 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 232 funds | $204.3B |
| AMAZON.COM INCAMZN | 228 funds | $149.0B |
| META PLATFORMS INC-CLASS AMETA | 225 funds | $82.4B |
| NVIDIA CORPNVDA | 224 funds | $295.9B |
| APPLE INCAAPL | 220 funds | $223.2B |
| ALPHABET INC-CL AGOOGL | 220 funds | $117.6B |
| CHEVRON CORPCVX | 220 funds | $21.7B |
| ALPHABET INC-CL CGOOG | 219 funds | $101.4B |
| ELI LILLY & COLLY | 217 funds | $59.9B |
| JPMORGAN CHASE & COJPM | 217 funds | $46.5B |
| COSTCO WHOLESALE CORPCOST | 215 funds | $27.5B |
| BROADCOM INCAVGO | 214 funds | $121.7B |
Ranked by how many of SMG's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 10, 2026 | Kingdon Mark D | Director | Sell (S) | 831 | $51K |
| Aug 3, 2026 | Hagedorn Partnership, L.P. | Director, 10% Owner | Sell (S) | 29K | $1.9M |
| Aug 3, 2026 | Hagedorn Partnership, L.P. | Director, 10% Owner | Sell (S) | 1K | $82K |
| Jul 30, 2026 | Johnson Stephen L | Director | Sell (S) | 1K | $80K |
| Feb 24, 2026 | Scheiwer Mark J | EVP, CFO & CAO | Buy (P) | 693 | $50K |
| Feb 12, 2026 | Hagedorn Partnership, L.P. | Director, 10% Owner | Sell (S) | 50K | $3.3M |
| Sep 5, 2025 | Hagedorn Partnership, L.P. | Director, 10% Owner | Sell (S) | 42K | $2.6M |
| Sep 5, 2025 | Hagedorn Partnership, L.P. | Director, 10% Owner | Sell (S) | 3K | $184K |
| Sep 5, 2025 | Hagedorn Partnership, L.P. | Director, 10% Owner | Sell (S) | 12K | $752K |
| Sep 3, 2025 | Scheiwer Mark J | EVP, CFO & CAO | Buy (P) | 2K | $110K |
| Aug 4, 2025 | HAGEDORN ROBERT | 10% Owner | Sell (S) | 32K | $2.0M |
| Aug 4, 2025 | HAGEDORN ROBERT | 10% Owner | Sell (S) | 38K | $2.4M |
Connected entities for SMG
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/SMG/capital-change-brief"
Use Arkolith's capital_change_brief for SMG. 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 SMG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.