66 tracked 13F filers disclose a position in SMIG as of the latest SEC 13F filings, a combined $809.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $296.4M | 10.1M | ▲+5.9% Added · +565K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $195.1M | 6.6M | ▲+10% Added · +615K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $70.2M | 2.4M | ▲+1.0% Added · +24K sh | Q1 2026 | |
| 4 | UBS Group AG | $48.6M | 1.7M | ▼−0.4% Reduced · −7K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $21.4M | 729K | ▲+17% Added · +105K sh | Q1 2026 | |
| 6 | Sanctuary Advisors, LLC | $20.4M | 622K | ▲+11% Added · +62K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $18.1M | 617K | ▲+29% Added · +139K sh | Q1 2026 | |
| 8 | Prime Capital Investment Advisors, LLC | $14.7M | 447K | ▲+33% Added · +110K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $13.0M | 444K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 10 | STIFEL FINANCIAL CORP | $9.9M | 336K | ▲+1.8% Added · +6K sh | Q1 2026 | |
| 11 | US BANCORP \DE\ | $9.0M | 308K | ▲+0.7% Added · +2K sh | Q1 2026 | |
| 12 | TRUIST FINANCIAL CORP | $7.2M | 244K | ▲+0.5% Added · +1K sh | Q1 2026 | |
| 13 | FIFTH THIRD BANCORP | $6.7M | 228K | ▲+23% Added · +42K sh | Q1 2026 | |
| 14 | CASTLE WEALTH MANAGEMENT LLC | $7.0M | 214K | ▼−2.8% Reduced · −6K sh | Q2 2026 | |
| 15 | Joseph Group Capital Management | $6.7M | 203K | ▼−1.0% Reduced · −2K sh | Q2 2026 | |
| 16 | Cetera Investment Advisers | $5.0M | 169K | ▲+5.6% Added · +9K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $4.6M | 159K | ▲+4.2% Added · +6K sh | Q1 2026 | |
| 18 | Gotham Asset Management, LLC | $4.3M | 145K | ▼−15% Reduced · −25K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $4.1M | 141K | ▲New +141K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $3.9M | 134K | ▲38× Added · +130K sh | Q1 2026 | |
| 21 | Pine Valley Investments Ltd Liability Co | $4.0M | 121K | ▼−18% Reduced · −27K sh | Q2 2026 | |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 116K | ▼−5.9% Reduced · −7K sh | Q1 2026 | |
| 23 | Equitable Holdings, Inc. | $3.5M | 107K | ▼−23% Reduced · −32K sh | Q2 2026 | |
| 24 | Rockefeller Capital Management L.P. | $3.1M | 104K | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 25 | Heritage Wealth Management, Inc. | $2.8M | 86K | —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, 4 funds opened a new position in SMIG and 9 added to an existing one, while 8 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 |
|---|---|---|
| NVIDIA CORPNVDA | 27 funds | $7.2B |
| APPLE INCAAPL | 27 funds | $6.3B |
| AMAZON.COM INCAMZN | 27 funds | $3.9B |
| MICROSOFT CORPMSFT | 27 funds | $3.7B |
| MICRON TECHNOLOGY INCMU | 27 funds | $2.9B |
| ALPHABET INC-CL AGOOGL | 27 funds | $2.8B |
| BROADCOM INCAVGO | 27 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 27 funds | $2.3B |
| META PLATFORMS INC-CLASS AMETA | 27 funds | $2.2B |
| JPMORGAN CHASE & COJPM | 27 funds | $2.2B |
| TESLA INCTSLA | 27 funds | $1.5B |
| HOME DEPOT INCHD | 27 funds | $1.2B |
Ranked by how many of SMIG's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SMIG
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/SMIG/capital-change-brief"
Use Arkolith's capital_change_brief for SMIG. 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 SMIG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.