42 tracked 13F filers disclose a position in SMHX as of the latest SEC 13F filings, a combined $74.0M 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 | ASSETMARK, INC | $23.8M | 372K | ▼−1.6% Reduced · −6K sh | Q2 2026 | |
| 2 | Black Swift Group, LLC | $20.3M | 318K | ▼−1.3% Reduced · −4K sh | Q2 2026 | |
| 3 | WBI INVESTMENTS, LLC | $7.2M | 113K | ▲+15% Added · +14K sh | Q2 2026 | |
| 4 | MILLINGTON SECURITIES, LLC | $3.7M | 98K | ▲New +98K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $3.2M | 86K | ▼−29% Reduced · −35K sh | Q1 2026 | |
| 6 | Quadrature Capital Ltd | $3.1M | 49K | ▲New +49K sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $1.5M | 41K | ▲New +41K sh | Q1 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $1.2M | 33K | ▲+346% Added · +26K sh | Q1 2026 | |
| 9 | Provenance Wealth Advisors, LLC | $2.1M | 32K | —Held | Q2 2026 | |
| 10 | BXM Wealth LLC | $1.2M | 18K | —Held | Q2 2026 | |
| 11 | Echo45 Advisors LLC | $1.1M | 17K | ▼−36% Reduced · −9K sh | Q2 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $514K | 14K | ▼−29% Reduced · −6K sh | Q1 2026 | |
| 13 | GRIMES & Co WEALTH MANAGEMENT, LLC | $501K | 13K | ▼−1.3% Reduced · −177 sh | Q1 2026 | |
| 14 | Western Wealth Management, LLC | $769K | 12K | ▲New +12K sh | Q2 2026 | |
| 15 | Columbus Macro, LLC | $736K | 12K | ▲+15% Added · +2K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $307K | 8K | ▲+16% Added · +1K sh | Q1 2026 | |
| 17 | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $499K | 8K | —Held | Q2 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $288K | 8K | ▼−18% Reduced · −2K sh | Q1 2026 | |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $285K | 8K | ▲+19% Added · +1K sh | Q1 2026 | |
| 20 | Maridea Wealth Management LLC | $437K | 7K | ▼−1.9% Reduced · −130 sh | Q2 2026 | |
| 21 | Apollon Wealth Management, LLC | $236K | 6K | —Held | Q1 2026 | |
| 22 | Advisory Services Network, LLC | $203K | 5K | —Held | Q1 2026 | |
| 23 | UBS Group AG | $171K | 5K | ▲+83% Added · +2K sh | Q1 2026 | |
| 24 | Gladstone Institutional Advisory LLC | $278K | 4K | ▲New +4K sh | Q2 2026 | |
| 25 | OSAIC HOLDINGS, INC. | $99K | 3K | ▲+1.6% Added · +41 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, 5 funds opened a new position in SMHX and 5 added to an existing one, while 5 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 19 funds | $1.5B |
| JPMORGAN CHASE & COJPM | 19 funds | $1.0B |
| NVIDIA CORPNVDA | 18 funds | $4.2B |
| AMAZON.COM INCAMZN | 18 funds | $2.4B |
| APPLE INCAAPL | 18 funds | $2.3B |
| BROADCOM INCAVGO | 18 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 18 funds | $1.2B |
| ADVANCED MICRO DEVICESAMD | 18 funds | $678.1M |
| ELI LILLY & COLLY | 18 funds | $496.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 18 funds | $495.9M |
| ORACLE CORPORCL | 18 funds | $492.8M |
| CISCO SYSTEMS INCCSCO | 18 funds | $199.6M |
Ranked by how many of SMHX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| HYDmc | 322 funds | $3.0B |
| EMLCmc | 312 funds | $3.7B |
| REMXmc | 298 funds | $761.2M |
| OIHmc | 240 funds | $1.5B |
| ITMmc | 179 funds | $1.8B |
| CLOImc | 172 funds | $695.3M |
| SMOTmc | 99 funds | $234.3M |
| DAPPmc | 63 funds | $79.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SMHX
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/SMHX/capital-change-brief"
Use Arkolith's capital_change_brief for SMHX. 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 SMHX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.