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/SMLF/capital-change-brief"
Use Arkolith's capital_change_brief for SMLF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Strategic Financial Services, Inc. | $289.6M | 3.8M | ▲+0.7% Added · +26K sh | Q1 2026 | |
| 2 | WELLS FARGO & COMPANY/MN | $224.1M | 3.0M | ▲+27% Added · +640K sh | Q1 2026 | |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $195.1M | 2.6M | ▲+508% Added · +2.2M sh | Q1 2026 | |
| 4 | AMERIPRISE FINANCIAL INC | $150.0M | 2.0M | ▼−18% Reduced · −422K sh | Q1 2026 | |
| 5 | Advance Capital Management, Inc. | $116.7M | 1.5M | ▲1k× Added · +1.5M sh | Q1 2026 | |
| 6 | LPL Financial LLC | $116.6M | 1.5M | ▲+11% Added · +156K sh | Q1 2026 | |
| 7 | Valmark Advisers, Inc. | $100.8M | 1.3M | ▲+10% Added · +123K sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $75.7M | 1.0M | ▼−42% Reduced · −712K sh | Q1 2026 | |
| 9 | Acropolis Investment Management, LLC | $87.6M | 983K | ▲+0.4% Added · +4K sh | Q2 2026 | |
| 10 | FMR LLC | $59.1M | 783K | ▲+86% Added · +361K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $56.9M | 754K | ▲+13% Added · +89K sh | Q1 2026 | |
| 12 | Modern Wealth Management, LLC | $55.8M | 734K | ▲+45% Added · +228K sh | Q1 2026 | |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $50.4M | 667K | —Held | Q1 2026 | |
| 14 | Annex Advisory Services, LLC | $55.7M | 625K | ▲+11% Added · +64K sh | Q2 2026 | |
| 15 | HighTower Advisors, LLC | $44.6M | 591K | ▲+5.1% Added · +29K sh | Q1 2026 | |
| 16 | Financial Management Professionals, Inc. | $42.3M | 475K | ▼−9.2% Reduced · −48K sh | Q2 2026 | |
| 17 | BlackRock, Inc. | $33.2M | 440K | ▼−6.3% Reduced · −30K sh | Q1 2026 | |
| 18 | RAYMOND JAMES FINANCIAL INC | $29.7M | 393K | ▲+36% Added · +105K sh | Q1 2026 | |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $24.6M | 325K | ▲+41% Added · +95K sh | Q1 2026 | |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.1M | 292K | ▲+37% Added · +78K sh | Q1 2026 | |
| 21 | OSAIC HOLDINGS, INC. | $22.0M | 291K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 22 | Focus Partners Wealth | $22.0M | 290K | ▼−3.5% Reduced · −11K sh | Q1 2026 | |
| 23 | Private Advisor Group, LLC | $20.7M | 275K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 24 | INTEGRITY ALLIANCE, LLC. | $19.7M | 261K | ▲+8.7% Added · +21K sh | Q1 2026 | |
| 25 | YHB Investment Advisors, Inc. | $19.8M | 222K | ▲+17% Added · +32K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 77 funds | $20.2B |
| NVIDIA CORPNVDA | 77 funds | $16.5B |
| MICROSOFT CORPMSFT | 77 funds | $15.3B |
| AMAZON.COM INCAMZN | 77 funds | $11.4B |
| ALPHABET INC-CL AGOOGL | 77 funds | $10.1B |
| JPMORGAN CHASE & COJPM | 77 funds | $7.0B |
| META PLATFORMS INC-CLASS AMETA | 77 funds | $6.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 77 funds | $5.2B |
| ELI LILLY & COLLY | 77 funds | $4.0B |
| VISA INC-CLASS A SHARESV | 77 funds | $4.0B |
| COSTCO WHOLESALE CORPCOST | 77 funds | $3.7B |
| JOHNSON & JOHNSONJNJ | 77 funds | $3.6B |
Ranked by how many of SMLF'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 SMLF. 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.