Among active 13F managers last quarter, 3 opened and 3 added, while 6 reduced; the largest holder to move was Thompson Davis & Co., Inc. (−0.9%). Over the last 180 days, 2 insiders bought and none sold, a net +$108K in open-market trades.
The legs disagree, or only one of them leans.
53 tracked 13F filers disclose a position in SMID as of the latest SEC 13F filings, a combined $85.7M 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 | Thompson Davis & Co., Inc. | 1.8M | $52.9M | ▼−0.9% Reduced · −18K sh | Q2 2026 | |
| 2 | Needham Investment Management LLC | 225K | $6.5M | —Held | Q2 2026 | |
| 3 | BlackRock, Inc. | 196K | $5.7M | ▲+22% Added · +35K sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 137K | $4.0M | ▼−24% Reduced · −43K sh | Q2 2026 | |
| 5 | Geode Capital Management, LLC | 90K | $2.6M | ▲+8.3% Added · +7K sh | Q2 2026 | |
| 6 | Bard Associates Inc | 80K | $2.3M | ▼−0.6% Reduced · −458 sh | Q2 2026 | |
| 7 | Rice Hall James & Associates, LLC | 54K | $1.6M | ▲+5.1% Added · +3K sh | Q2 2026 | |
| 8 | State Street Corp | 46K | $1.3M | ▼−1.1% Reduced · −520 sh | Q2 2026 | |
| 9 | Dimensional Fund Advisors LP | 45K | $1.5M | ▲+11% Added · +4K sh | Q1 2026 | |
| 10 | Corient Private Wealth LP | 35K | $1.1M | —Held | Q1 2026 | |
| 11 | Vanguard Fiduciary Trust Co | 30K | $871K | ▲+7.4% Added · +2K sh | Q2 2026 | |
| 12 | Northern Trust Corp | 28K | $913K | ▼−1.1% Reduced · −308 sh | Q1 2026 | |
| 13 | Topline Capital Management, LLC | 20K | $580K | ▲New +20K sh | Q2 2026 | |
| 14 | Vanguard Portfolio Management LLC | 19K | $562K | ▲+18% Added · +3K sh | Q2 2026 | |
| 15 | Morgan Stanley | 13K | $421K | ▼−9.4% Reduced · −1K sh | Q1 2026 | |
| 16 | Bank of New York Mellon Corp | 11K | $350K | ▼−5.5% Reduced · −620 sh | Q1 2026 | |
| 17 | Waverly Advisors, LLC | 10K | $290K | —Held | Q2 2026 | |
| 18 | Lazard Asset Management LLC | 9K | $293K | ▲+3.1% Added · +274 sh | Q1 2026 | |
| 19 | Charles Schwab Investment Management Inc | 7K | $242K | ▼−13% Reduced · −1K sh | Q1 2026 | |
| 20 | Goldman Sachs Group Inc | 7K | $232K | ▼−7.2% Reduced · −551 sh | Q1 2026 | |
| 21 | UBS Group AG | 7K | $231K | ▲+2.0% Added · +143 sh | Q1 2026 | |
| 22 | Los Angeles Capital Management LLC | 7K | $205K | —Held | Q2 2026 | |
| 23 | Jane Street Group, LLC | 7K | $212K | ▼−0.2% Reduced · −12 sh | Q1 2026 | |
| 24 | Rhumbline Advisers | 4K | $124K | ▼−4.4% Reduced · −174 sh | Q1 2026 | |
| 25 | Caldwell Sutter Capital, Inc. | 3K | $95K | —Held | 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, 3 funds opened a new position in SMID and 3 added to an existing one, while 6 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 |
|---|---|---|
| Apple IncAAPL | 17 funds | $9.1B |
| Microsoft CorpMSFT | 17 funds | $7.3B |
| Nvidia CorpNVDA | 16 funds | $10.7B |
| Alphabet Inc-CL AGOOGL | 16 funds | $4.4B |
| Eli Lilly & CoLLY | 16 funds | $2.2B |
| Johnson & JohnsonJNJ | 16 funds | $1.3B |
| Lam Research CorpLRCX | 16 funds | $1.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 16 funds | $789.4M |
| RTX CorpRTX | 16 funds | $410.3M |
| Amazon.com IncAMZN | 15 funds | $5.1B |
| Alphabet Inc-CL CGOOG | 15 funds | $4.2B |
| Meta Platforms Inc-Class AMETA | 15 funds | $2.6B |
Ranked by how many of SMID's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMID.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Smith Matthew I | Director | Buy (P) | 2K | $54K |
| Sep 1, 2026 | Smith Ashley B | Chief Executive Officer, Director | Buy (P) | 2K | $54K |
| Nov 24, 2025 | Gerhardt Richard | Director | Sell (S) | 666 | $22K |
| Aug 22, 2025 | Smith Rodney I | 10% Owner | Sell (S) | 14K | $565K |
| Aug 21, 2025 | Smith Rodney I | 10% Owner | Sell (S) | 1K | $52K |
| Aug 20, 2025 | Bruner James Russell | Director | Sell (S) | 6K | $234K |
| Aug 19, 2025 | Smith Rodney I | 10% Owner | Sell (S) | 54 | $2K |
| Jun 14, 2024 | Gerhardt Richard | Director | Sell (S) | 1K | $49K |
| Jun 8, 2023 | Taylor Wesley A | Director | Sell (S) | 4K | $65K |
| Jun 7, 2023 | Taylor Wesley A | Director | Sell (S) | 1K | $23K |
| Sep 8, 2021 | Smith Ashley B | Chief Executive Officer, Director | Buy (P) | 1K | $20K |
| Aug 30, 2021 | Smith Rodney I | Director, 10% Owner | Sell (S) | 300 | $6K |
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 | 16 | 22 | – |
Insiders Form 4 open-market | 2 | 0 | +$108K |
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 SMID
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/SMID/capital-change-brief"
Use Arkolith's capital_change_brief for SMID. 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 SMID. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.