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.
| # | 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 | $206.7M | 3.4M | ▼−1.5% Reduced · −53K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $152.2M | 2.5M | ▲New +2.5M sh | Q1 2026 | |
| 4 | FMR LLC | $130.2M | 2.1M | ▲+46% Added · +679K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $119.1M | 2.0M | ▲New +2.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $92.4M | 1.5M | ▲+2.2% Added · +33K sh | Q1 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 | NORTHERN TRUST CORP | $67.0M | 1.1M | ▼−0.8% Reduced · −9K sh | Q1 2026 | |
| 10 | DEPRINCE RACE & ZOLLO INC | $66.1M | 1.1M | ▲+4.9% Added · +51K sh | Q1 2026 | |
| 11 | ARIEL INVESTMENTS, LLC | $58.5M | 963K | ▲New +963K sh | Q1 2026 | |
| 12 | DIMENSIONAL FUND ADVISORS LP | $54.5M | 896K | ▲+8.8% Added · +72K sh | Q1 2026 | |
| 13 | Epoch Investment Partners, Inc. | $50.1M | 823K | ▲New +823K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $49.9M | 820K | ▲+4.0% Added · +32K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Sandoval Brian E | Director | Grant (A) | 420 | $29K |
| Jul 1, 2026 | Baxter Nathan Eric | President and CEO, Director, 10% Owner | Grant (A) | 29K | $0 |
| Jul 1, 2026 | Miaritis Nick | EVP & Chief Brand Officer | Grant (A) | 16K | $0 |
| Jul 1, 2026 | Johnson Stephen L | Director | Grant (A) | 105 | $7K |
| Jun 30, 2026 | Baxter Nathan Eric | President and CEO, Director, 10% Owner | Other (J) | 95 | $5K |
| Jun 30, 2026 | Hagedorn Christopher | EVP & Chief of Staff | Other (J) | 4 | $217 |
| Jun 30, 2026 | Scheiwer Mark J | EVP, CFO & CAO | Other (J) | 3 | $150 |
| Jun 26, 2026 | Scheiwer Mark J | EVP, CFO & CAO | Grant (A) | 11 | $750 |
| Jun 26, 2026 | HAGEDORN JAMES | CEO, Director, 10% Owner | Grant (A) | 1K | $90K |
| Jun 5, 2026 | Johnson Stephen L | Director | Grant (A) | 158 | — |
| Jun 5, 2026 | Scheiwer Mark J | EVP, CFO & CAO | Grant (A) | 16 | $901 |
| Jun 5, 2026 | Scheiwer Mark J | EVP, CFO & CAO | Grant (A) | 48 | — |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 132 funds | $48.0B |
| AMAZON.COM INCAMZN | 131 funds | $38.1B |
| META PLATFORMS INC-CLASS AMETA | 131 funds | $22.3B |
| CHEVRON CORPCVX | 131 funds | $7.8B |
| ALPHABET INC-CL AGOOGL | 130 funds | $31.9B |
| BROADCOM INCAVGO | 128 funds | $25.8B |
| ALPHABET INC-CL CGOOG | 128 funds | $24.3B |
| ELI LILLY & COLLY | 128 funds | $12.3B |
| COSTCO WHOLESALE CORPCOST | 128 funds | $9.1B |
| MASTERCARD INC - AMA | 128 funds | $8.5B |
| NVIDIA CORPNVDA | 127 funds | $68.7B |
| JPMORGAN CHASE & COJPM | 127 funds | $16.8B |
Ranked by how many of SMG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.