The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query SMID owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SMID"
Use Arkolith to show who owns SMID, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $8.2M | 225K | ▲+0.2% Added · +496 sh | Q4 2025 | |
| 2 | NEEDHAM INVESTMENT MANAGEMENT LLC | $7.3M | 225K | —Held | Q1 2026 | |
| 3 | BlackRock, Inc. | $5.2M | 161K | ▼−3.0% Reduced · −5K sh | Q1 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $2.7M | 83K | ▼−2.4% Reduced · −2K sh | Q1 2026 | |
| 5 | RICE HALL JAMES & ASSOCIATES, LLC | $1.7M | 51K | ▲+1.5% Added · +756 sh | Q1 2026 | |
| 6 | STATE STREET CORP | $1.5M | 46K | ▼−0.4% Reduced · −200 sh | Q1 2026 | |
| 7 | VANGUARD FIDUCIARY TRUST CO | $910K | 28K | ▲New +28K sh | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $534K | 16K | ▲New +16K sh | Q1 2026 | |
| 9 | Waverly Advisors, LLC | $325K | 10K | ▲~0% Added · +1 sh | Q1 2026 | |
| 10 | LOS ANGELES CAPITAL MANAGEMENT LLC | $230K | 7K | ▼−27% Reduced · −3K sh | Q1 2026 | |
| 11 | CITADEL ADVISORS LLC | $207K | 6K | ▲New +6K sh | Q1 2026 | |
| 12 | CWM, LLC | $35K | 1K | ▲+0.3% Added · +3 sh | Q1 2026 | |
| 13 | Police & Firemen's Retirement System of New Jersey | $34K | 1K | —Held | Q1 2026 | |
| 14 | GAMMA Investing LLC | $9K | 282 | ▼−12% Reduced · −38 sh | Q1 2026 | |
| 15 | Ameritas Investment Partners, Inc. | $7K | 228 | —Held | Q1 2026 | |
| 16 | FMR LLC | $6K | 185 | ▲+110% Added · +97 sh | Q1 2026 | |
| 17 | NISA INVESTMENT ADVISORS, LLC | $586 | 18 | —Held | Q1 2026 | |
| 18 | Sterling Capital Management LLC | $586 | 18 | —Held | Q1 2026 | |
| 19 | MAI Capital Management | $33 | 1 | ▲New +1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 5, 2026 | Hunter Dominic L | Chief Financial Officer | Grant (A) | 408 | $0 |
| Dec 19, 2025 | Bruner James Russell | Director | Grant (A) | 414 | $0 |
| Dec 19, 2025 | Gerhardt Richard | Director | Grant (A) | 414 | $0 |
| Dec 19, 2025 | Van de Water Read | Director | Grant (A) | 414 | $0 |
| 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 |
| Dec 10, 2024 | SMITH ASHLEY B | Chief Executive Officer, Director | Gift (G) | 10K | $0 |
| Jun 14, 2024 | Gerhardt Richard | Director | Sell (S) | 1K | $49K |
| May 30, 2024 | Smith Matthew I | Director | Grant (A) | 6K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 12 funds | $6.7B |
| CHEVRON CORPCVX | 12 funds | $755.1M |
| NLIGHT INCLASR | 12 funds | $140.1M |
| ENCOMPASS HEALTH CORPEHC | 12 funds | $118.7M |
| JACOBS SOLUTIONS INCJ | 12 funds | $82.5M |
| COGNEX CORPCGNX | 12 funds | $64.9M |
| BWX TECHNOLOGIES INCBWXT | 12 funds | $32.0M |
| NVIDIA CORPNVDA | 11 funds | $8.8B |
| MICROSOFT CORPMSFT | 11 funds | $4.7B |
| ALPHABET INC-CL AGOOGL | 11 funds | $2.9B |
| JPMORGAN CHASE & COJPM | 11 funds | $1.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $1.4B |
Ranked by how many of SMID's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.