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.
| # | 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 | MENORA MIVTACHIM HOLDINGS LTD. | $458.7M | 1.2M | ▲+133% Added · +682K sh | Q1 2026 | |
| 7 | BNP PARIBAS FINANCIAL MARKETS | $434.2M | 1.1M | ▲+23% Added · +213K sh | Q1 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 | MEITAV INVESTMENT HOUSE LTD | $347.1M | 905K | ▲+17% Added · +134K sh | Q1 2026 | |
| 11 | Migdal Insurance & Financial Holdings Ltd. | $291.5M | 760K | ▲+88% Added · +357K sh | Q1 2026 | |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $286.1M | 746K | ▲+39% Added · +211K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $247.2M | 645K | ▼−32% Reduced · −303K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $238.1M | 621K | ▲+9.5% Added · +54K sh | Q1 2026 | |
| 15 | Saudi Central Bank | $230.8M | 602K | —Held | Q1 2026 | |
| 16 | ROYAL BANK OF CANADA | $213.3M | 556K | ▼−6.0% Reduced · −35K sh | Q1 2026 | |
| 17 | Hel Ved Capital Management Ltd | $205.6M | 536K | ▲Added Added · +536K sh | Q1 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $205.2M | 535K | ▼−2.3% Reduced · −13K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $196.2M | 512K | ▲+3.4% Added · +17K sh | Q1 2026 | |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $175.9M | 459K | ▲+188% Added · +299K sh | Q1 2026 | |
| 21 | RiverFront Investment Group, LLC | $163.8M | 427K | ▲+7.0% Added · +28K sh | Q1 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 | OSAIC HOLDINGS, INC. | $122.1M | 318K | ▲+13% Added · +37K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 283 funds | $146.3B |
| ALPHABET INC-CL AGOOGL | 279 funds | $76.2B |
| AMAZON.COM INCAMZN | 278 funds | $80.1B |
| META PLATFORMS INC-CLASS AMETA | 276 funds | $41.1B |
| MICROSOFT CORPMSFT | 275 funds | $108.4B |
| APPLE INCAAPL | 274 funds | $122.1B |
| ALPHABET INC-CL CGOOG | 274 funds | $40.2B |
| JPMORGAN CHASE & COJPM | 274 funds | $34.5B |
| VISA INC-CLASS A SHARESV | 273 funds | $22.8B |
| BROADCOM INCAVGO | 272 funds | $55.2B |
| COSTCO WHOLESALE CORPCOST | 270 funds | $19.8B |
| ELI LILLY & COLLY | 268 funds | $29.0B |
Ranked by how many of SMH'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 + 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. Every panel above is one call to the Arkolith API & MCP server.