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.
| # | 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 | WELLS FARGO & COMPANY/MN | $18.1M | 617K | ▲+29% Added · +139K sh | Q1 2026 | |
| 7 | Sanctuary Advisors, LLC | $16.4M | 559K | ▲+204% Added · +376K sh | Q1 2026 | |
| 8 | LPL Financial LLC | $13.0M | 444K | ▲+0.2% Added · +1K sh | Q1 2026 | |
| 9 | Prime Capital Investment Advisors, LLC | $9.9M | 337K | ▲+5.3% Added · +17K 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 | Cetera Investment Advisers | $5.0M | 169K | ▲+5.6% Added · +9K sh | Q1 2026 | |
| 15 | JPMORGAN CHASE & CO | $4.6M | 159K | ▲+4.2% Added · +6K sh | Q1 2026 | |
| 16 | Pine Valley Investments Ltd Liability Co | $4.3M | 147K | ▼−58% Reduced · −201K sh | Q1 2026 | |
| 17 | Gotham Asset Management, LLC | $4.3M | 145K | ▼−15% Reduced · −25K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $4.1M | 141K | ▲New +141K sh | Q1 2026 | |
| 19 | Equitable Holdings, Inc. | $4.0M | 139K | ▲+12% Added · +15K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $3.9M | 134K | ▲38× Added · +130K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 116K | ▼−5.9% Reduced · −7K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | $3.1M | 104K | ▼−15% Reduced · −18K sh | Q1 2026 | |
| 23 | Waverly Advisors, LLC | $2.4M | 83K | ▼−4.5% Reduced · −4K sh | Q1 2026 | |
| 24 | Atria Investments, Inc | $2.2M | 74K | ▲+94% Added · +36K sh | Q1 2026 | |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.1M | 70K | ▲+2.0% Added · +1K 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.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 64 funds | $454.1M |
| SMIGthis pageFUND | 48 funds | $775.7M |
| IDUBcommon | 33 funds | $394.8M |
| JUCYMF Closed and MF Open | 30 funds | $221.8M |
| TRFMETP | 27 funds | $105.6M |
| DUBScommon | 26 funds | $302.7M |
| DSMCETF | 21 funds | $34.5M |
| RIETHOYA CAPT HI DIV | 21 funds | $5.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 21 funds | $9.9B |
| ISHARES CORE S&P 500 ETFIVV | 21 funds | $8.9B |
| MICROSOFT CORPMSFT | 21 funds | $6.3B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.5B |
| BROADCOM INCAVGO | 21 funds | $3.9B |
| ELI LILLY & COLLY | 21 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 21 funds | $3.1B |
| ALPHABET INC-CL CGOOG | 21 funds | $2.7B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 21 funds | $2.3B |
| MICRON TECHNOLOGY INCMU | 21 funds | $2.1B |
| TESLA INCTSLA | 21 funds | $1.8B |
| ISHARES CORE MSCI EMERGINGIEMG | 21 funds | $1.8B |
Ranked by how many of SMIG's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.