90 tracked 13F filers disclose a position in SMLV as of the latest SEC 13F filings, a combined $131.8M 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 | Howard Capital Management Inc. | $19.2M | 122K | ▲New +122K sh | Q2 2026 | |
| 2 | OSAIC HOLDINGS, INC. | $11.3M | 83K | ▼−2.1% Reduced · −2K sh | Q1 2026 | |
| 3 | DORVAL Corp | $12.7M | 81K | ▲+1.4% Added · +1K sh | Q2 2026 | |
| 4 | McKinney Capital Management, LLC | $10.0M | 64K | ▲New +64K sh | Q2 2026 | |
| 5 | LPL Financial LLC | $8.4M | 61K | ▼−6.6% Reduced · −4K sh | Q1 2026 | |
| 6 | AQR CAPITAL MANAGEMENT LLC | $7.9M | 57K | —Held | Q1 2026 | |
| 7 | Roan Capital Partners | $5.5M | 35K | ▲+3.4% Added · +1K sh | Q2 2026 | |
| 8 | Cetera Investment Advisers | $3.4M | 25K | ▼−1.9% Reduced · −482 sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $3.0M | 22K | ▼−0.4% Reduced · −86 sh | Q1 2026 | |
| 10 | UBS Group AG | $2.9M | 21K | ▲+40% Added · +6K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 19K | ▲+81% Added · +8K sh | Q1 2026 | |
| 12 | McNaughton Wealth Management, LLC | $2.9M | 18K | ▼−1.9% Reduced · −365 sh | Q2 2026 | |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 16K | ▼−2.9% Reduced · −470 sh | Q1 2026 | |
| 14 | Johnson & White Wealth Management, LLC | $2.0M | 13K | ▼−7.3% Reduced · −993 sh | Q2 2026 | |
| 15 | IAG Wealth Partners, LLC | $1.8M | 12K | ▼−3.2% Reduced · −388 sh | Q2 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $1.6M | 12K | ▼−0.2% Reduced · −22 sh | Q1 2026 | |
| 17 | Integrated Wealth Concepts LLC | $1.8M | 11K | ▲New +11K sh | Q2 2026 | |
| 18 | MORGAN STANLEY | $1.5M | 11K | ▲+9.2% Added · +934 sh | Q1 2026 | |
| 19 | IEQ CAPITAL, LLC | $1.7M | 11K | ▼−83% Reduced · −51K sh | Q2 2026 | |
| 20 | NorthRock Partners, LLC | $1.6M | 10K | ▼−8.6% Reduced · −932 sh | Q2 2026 | |
| 21 | PNC FINANCIAL SERVICES GROUP, INC. | $1.2M | 9K | ▲+1.3% Added · +112 sh | Q1 2026 | |
| 22 | NewEdge Advisors, LLC | $1.4M | 9K | ▼−9.4% Reduced · −900 sh | Q2 2026 | |
| 23 | Insight Advisors, LLC/ PA | $1.3M | 8K | ▼−3.7% Reduced · −320 sh | Q2 2026 | |
| 24 | Savant Capital, LLC | $1.2M | 8K | ▲+90% Added · +4K sh | Q2 2026 | |
| 25 | COWA, LLC | $1.2M | 8K | ▼−0.2% Reduced · −15 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.
Last quarter, 7 funds opened a new position in SMLV and 15 added to an existing one, while 9 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 |
|---|---|---|
| APPLE INCAAPL | 41 funds | $10.9B |
| MICROSOFT CORPMSFT | 40 funds | $7.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 40 funds | $2.8B |
| NVIDIA CORPNVDA | 39 funds | $13.7B |
| JPMORGAN CHASE & COJPM | 39 funds | $3.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 39 funds | $3.0B |
| COSTCO WHOLESALE CORPCOST | 39 funds | $2.9B |
| ELI LILLY & COLLY | 39 funds | $1.9B |
| AMAZON.COM INCAMZN | 38 funds | $6.7B |
| ALPHABET INC-CL AGOOGL | 38 funds | $5.3B |
| JOHNSON & JOHNSONJNJ | 38 funds | $2.0B |
| TESLA INCTSLA | 37 funds | $3.3B |
Ranked by how many of SMLV's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for SMLV
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/SMLV/capital-change-brief"
Use Arkolith's capital_change_brief for SMLV. 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 SMLV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.