1402 tracked 13F filers disclose a position in SMH as of the latest SEC 13F filings, a combined $22.1B 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 | BANK OF AMERICA CORP /DE/ | $4.0B | 10.5M | ▼−14% Reduced · −1.7M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $2.1B | 5.5M | ▲+106% Added · +2.8M sh | Q1 2026 | |
| 3 | LPL Financial LLC | $1.1B | 2.8M | ▲+4.2% Added · +115K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $659.5M | 1.8M | ▲+64% Added · +712K sh | Q1 2026 | |
| 5 | UBS Group AG | $514.8M | 1.3M | ▼−12% Reduced · −175K sh | Q1 2026 | |
| 6 | BNP PARIBAS FINANCIAL MARKETS | $434.2M | 1.1M | ▲+23% Added · +213K sh | Q1 2026 | |
| 7 | Migdal Insurance & Financial Holdings Ltd. | $651.1M | 993K | ▲+31% Added · +232K sh | Q2 2026 | |
| 8 | CITIGROUP INC | $358.2M | 934K | ▼−35% Reduced · −505K sh | Q1 2026 | |
| 9 | WELLS FARGO & COMPANY/MN | $352.3M | 919K | ▲+8.2% Added · +69K sh | Q1 2026 | |
| 10 | MENORA MIVTACHIM HOLDINGS LTD. | $511.1M | 779K | ▼−35% Reduced · −417K sh | Q2 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $286.1M | 746K | ▲+39% Added · +211K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $247.2M | 645K | ▼−32% Reduced · −303K sh | Q1 2026 | |
| 13 | RAYMOND JAMES FINANCIAL INC | $238.1M | 621K | ▲+9.5% Added · +54K sh | Q1 2026 | |
| 14 | MEITAV INVESTMENT HOUSE LTD | $402.4M | 613K | ▼−32% Reduced · −292K sh | Q2 2026 | |
| 15 | Saudi Central Bank | $335.0M | 602K | —Held | Q2 2026 | |
| 16 | ROYAL BANK OF CANADA | $213.3M | 556K | ▼−6.0% Reduced · −35K sh | Q1 2026 | |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $205.2M | 535K | ▼−2.3% Reduced · −13K sh | Q1 2026 | |
| 18 | Cetera Investment Advisers | $196.2M | 512K | ▲+3.4% Added · +17K sh | Q1 2026 | |
| 19 | PRUDENTIAL PLC | $309.8M | 472K | ▲+208% Added · +319K sh | Q2 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $175.9M | 459K | ▲+188% Added · +299K sh | Q1 2026 | |
| 21 | RiverFront Investment Group, LLC | $289.3M | 441K | ▲+3.2% Added · +14K sh | Q2 2026 | |
| 22 | RENAISSANCE TECHNOLOGIES LLC | $141.7M | 369K | ▲New +369K sh | Q1 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $138.5M | 362K | ▼−14% Reduced · −59K sh | Q1 2026 | |
| 24 | Squarepoint Ops LLC | $134.7M | 351K | ▲+92% Added · +168K sh | Q1 2026 | |
| 25 | Quadrature Capital Ltd | $228.0M | 348K | ▲New +348K sh | Q2 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, 6 funds opened a new position in SMH and 21 added to an existing one, while 14 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 | 865 funds | $225.0B |
| MICROSOFT CORPMSFT | 864 funds | $160.1B |
| APPLE INCAAPL | 860 funds | $192.3B |
| AMAZON.COM INCAMZN | 854 funds | $115.4B |
| ALPHABET INC-CL AGOOGL | 835 funds | $108.5B |
| ALPHABET INC-CL CGOOG | 806 funds | $66.4B |
| META PLATFORMS INC-CLASS AMETA | 806 funds | $62.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 801 funds | $44.8B |
| JPMORGAN CHASE & COJPM | 798 funds | $48.3B |
| BROADCOM INCAVGO | 793 funds | $87.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 791 funds | $21.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 779 funds | $27.1B |
Ranked by how many of SMH's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SMH
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/SMH/capital-change-brief"
Use Arkolith's capital_change_brief for SMH. 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 SMH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.