| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $11.0M | 1.5M | ▼−1.4% Reduced · −21K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $9.0M | 1.3M | ▼−2.4% Reduced · −31K sh | Q1 2026 | |
| 3 | First Eagle Investment Management, LLC | $7.7M | 1.1M | ▼−3.7% Reduced · −41K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $7.3M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $3.6M | 504K | ▲+3.7% Added · +18K sh | Q1 2026 | |
| 6 | STATE STREET CORP | $3.6M | 499K | ▼−6.5% Reduced · −35K sh | Q1 2026 | |
| 7 | Cerity Partners LLC | $3.1M | 435K | ▼~0% Reduced · −139 sh | Q1 2026 | |
| 8 | FIRST MANHATTAN CO. LLC. | $2.3M | 321K | ▼−15% Reduced · −58K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $1.8M | 252K | ▲+1.8% Added · +5K sh | Q1 2026 | |
| 10 | OPPENHEIMER & CO INC | $1.6M | 223K | ▲+1.1% Added · +3K sh | Q1 2026 | |
| 11 | Glenorchy Capital Ltd | $1.5M | 211K | ▲+9.4% Added · +18K sh | Q1 2026 | |
| 12 | SEMPER AUGUSTUS INVESTMENTS GROUP LLC | $1.5M | 208K | —Held | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $1.4M | 195K | ▲+6.6% Added · +12K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $1.1M | 147K | ▼−13% Reduced · −23K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $962K | 134K | ▲New +134K sh | Q1 2026 | |
| 16 | HighTower Advisors, LLC | $922K | 129K | ▼−0.6% Reduced · −823 sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $906K | 127K | ▲New +127K sh | Q1 2026 | |
| 18 | RENAISSANCE TECHNOLOGIES LLC | $862K | 120K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 19 | CITADEL ADVISORS LLC | $855K | 119K | ▲+163% Added · +74K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $643K | 90K | ▼−19% Reduced · −21K sh | Q1 2026 | |
| 21 | Nuveen, LLC | $504K | 70K | ▲+0.9% Added · +646 sh | Q1 2026 | |
| 22 | UBS Group AG | $466K | 65K | ▲+537% Added · +55K sh | Q1 2026 | |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $459K | 64K | ▼−18% Reduced · −14K sh | Q1 2026 | |
| 24 | D. E. Shaw & Co., Inc. | $427K | 60K | ▲+7.4% Added · +4K sh | Q1 2026 | |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $417K | 58K | ▼−5.3% Reduced · −3K 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 25 funds | $11.2B |
| ALPHABET INC-CL AGOOGL | 25 funds | $7.3B |
| META PLATFORMS INC-CLASS AMETA | 25 funds | $6.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 25 funds | $3.7B |
| ORACLE CORPORCL | 25 funds | $2.9B |
| SALESFORCE INCCRM | 25 funds | $2.3B |
| NEWMONT CORPNEM | 25 funds | $1.7B |
| COMCAST CORP-CLASS ACMCSA | 25 funds | $1.7B |
| HOME DEPOT INCHD | 25 funds | $1.7B |
| UNITEDHEALTH GROUP INCUNH | 25 funds | $1.4B |
| AMERICAN EXPRESS COAXP | 25 funds | $1.3B |
| US BANCORPUSB | 25 funds | $1.0B |
Ranked by how many of SMHI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Rossmiller Gregory Scott | SVP & CAO | Sell (S) | 3K | $27K |
| Jul 15, 2026 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sell (S) | 4K | $35K |
| Jul 15, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 14K | $117K |
| Jul 14, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 8K | $65K |
| Jul 1, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 1K | $11K |
| Jun 30, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 2K | $13K |
| Jun 29, 2026 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sell (S) | 11K | $85K |
| Jun 29, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 14K | $116K |
| Jun 23, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 12K | $95K |
| Jun 23, 2026 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sell (S) | 9K | $76K |
| Jun 22, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 14K | $112K |
| Jun 16, 2026 | Rossmiller Gregory Scott | SVP & CAO | Sell (S) | 10K | $69K |
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/SMHI/capital-change-brief"
Use Arkolith's capital_change_brief for SMHI. 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 SMHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.