Among active 13F managers last quarter, 11 opened and 9 added, while 10 reduced; the largest holder to move was First Eagle Investment Management, LLC (−3.4%). Over the last 180 days, 3 insiders sold and none bought, a net -$2.7M in open-market trades.
The legs disagree, or only one of them leans.
92 tracked 13F filers disclose a position in SMHI as of the latest SEC 13F filings, a combined $74.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.5M | $11.0M | ▼−1.4% Reduced · −21K sh | Q1 2026 | |
| 2 | Dimensional Fund Advisors LP | 1.3M | $9.0M | ▼−2.4% Reduced · −31K sh | Q1 2026 | |
| 3 | First Eagle Investment Management, LLC | 1.0M | $7.9M | ▼−3.4% Reduced · −37K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 1.0M | $7.3M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | Robotti Robert | 713K | $5.5M | ▼−7.1% Reduced · −55K sh | Q2 2026 | |
| 6 | Geode Capital Management, LLC | 531K | $4.1M | ▲+5.3% Added · +27K sh | Q2 2026 | |
| 7 | State Street Corp | 497K | $3.8M | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 8 | Cerity Partners LLC | 435K | $3.1M | ▼~0% Reduced · −139 sh | Q1 2026 | |
| 9 | First Manhattan Co. LLC. | 321K | $2.3M | ▼−15% Reduced · −58K sh | Q1 2026 | |
| 10 | Morgan Stanley | 252K | $1.8M | ▲+1.8% Added · +5K sh | Q1 2026 | |
| 11 | Oppenheimer & Co Inc | 227K | $1.7M | ▲+2.0% Added · +4K sh | Q2 2026 | |
| 12 | Glenorchy Capital Ltd | 219K | $1.7M | ▲+4.0% Added · +8K sh | Q2 2026 | |
| 13 | Semper Augustus Investments Group LLC | 208K | $1.5M | —Held | Q1 2026 | |
| 14 | Northern Trust Corp | 195K | $1.4M | ▲+6.6% Added · +12K sh | Q1 2026 | |
| 15 | JPMorgan Chase & Co | 147K | $1.1M | ▼−13% Reduced · −23K sh | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 134K | $962K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 17 | HighTower Advisors, LLC | 129K | $922K | ▼−0.6% Reduced · −823 sh | Q1 2026 | |
| 18 | Vanguard Portfolio Management LLC | 127K | $906K | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 19 | Renaissance Technologies LLC | 120K | $862K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 90K | $643K | ▼−19% Reduced · −21K sh | Q1 2026 | |
| 21 | Citadel Advisors LLC | 72K | $551K | ▼−40% Reduced · −47K sh | Q2 2026 | |
| 22 | Nuveen, LLC | 70K | $504K | ▲+0.9% Added · +646 sh | Q1 2026 | |
| 23 | UBS Group AG | 65K | $466K | ▲+537% Added · +55K sh | Q1 2026 | |
| 24 | Bridgeway Capital Management, LLC | 64K | $459K | ▼−18% Reduced · −14K sh | Q1 2026 | |
| 25 | D. E. Shaw & Co., Inc. | 60K | $427K | ▲+7.4% Added · +4K 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, 11 funds opened a new position in SMHI and 9 added to an existing one, while 10 reduced. 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 | Their position there |
|---|---|---|
| Alphabet Inc-CL AGOOGL | 39 funds | $65.9B |
| Alphabet Inc-CL CGOOG | 39 funds | $63.4B |
| Apple IncAAPL | 38 funds | $134.8B |
| Costco Wholesale CorpCOST | 38 funds | $16.3B |
| Chevron CorpCVX | 38 funds | $10.8B |
| American Express CoAXP | 38 funds | $8.1B |
| Newmont CorpNEM | 38 funds | $4.0B |
| Nvidia CorpNVDA | 37 funds | $177.0B |
| Microsoft CorpMSFT | 37 funds | $121.3B |
| Meta Platforms Inc-Class AMETA | 37 funds | $52.2B |
| Tesla IncTSLA | 37 funds | $30.6B |
| JPMorgan Chase & CoJPM | 37 funds | $27.8B |
Ranked by how many of SMHI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMHI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 4K | $40K |
| Sep 2, 2026 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sell (S) | 4K | $41K |
| Aug 21, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 401 | $4K |
| Aug 21, 2026 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sell (S) | 200 | $2K |
| Aug 17, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 3K | $32K |
| Aug 14, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 6K | $58K |
| Aug 13, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 2K | $15K |
| Aug 12, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 3K | $28K |
| Aug 11, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 13K | $128K |
| Aug 7, 2026 | Llorca Jesus | EVP & CFO | Sell (S) | 205 | $2K |
| Aug 4, 2026 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sell (S) | 1K | $10K |
| Aug 3, 2026 | Everett Andrew H II | Sr. VP, General Counsel & Secy | Sell (S) | 5K | $49K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 20 | 30 | – |
Insiders Form 4 open-market | 0 | 3 | -$2.7M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for SMHI
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 + the live filing stream, joined for SMHI. Filings are public domain, sourced to SEC EDGAR.