232 tracked 13F filers disclose a position in SMMD as of the latest SEC 13F filings, a combined $2.3B 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 | GLENMEDE TRUST CO NA | $439.0M | 4.8M | ▲+8.5% Added · +377K sh | Q2 2026 | |
| 2 | FIFTH THIRD BANCORP | $233.6M | 3.1M | ▲+485% Added · +2.5M sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $161.6M | 2.1M | ▼−35% Reduced · −1.1M sh | Q1 2026 | |
| 4 | BANK OF MONTREAL /CAN/ | $132.1M | 1.7M | ▲1k× Added · +1.7M sh | Q1 2026 | |
| 5 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $114.9M | 1.5M | —Held | Q1 2026 | |
| 6 | CENTRAL TRUST Co | $72.5M | 950K | ▲+27% Added · +202K sh | Q1 2026 | |
| 7 | FMR LLC | $71.8M | 940K | ▲+7.2% Added · +63K sh | Q1 2026 | |
| 8 | COLDSTREAM CAPITAL MANAGEMENT INC | $59.2M | 775K | ▼−8.6% Reduced · −73K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | $58.3M | 764K | ▲+0.8% Added · +6K sh | Q1 2026 | |
| 10 | Cresset Asset Management, LLC | $59.6M | 651K | ▼−1.4% Reduced · −9K sh | Q2 2026 | |
| 11 | UBS Group AG | $44.6M | 584K | ▲+46% Added · +185K sh | Q1 2026 | |
| 12 | Wealthspire Advisors, LLC | $41.3M | 540K | ▲+6.5% Added · +33K sh | Q1 2026 | |
| 13 | Gerber Kawasaki Wealth & Investment Management | $47.6M | 519K | ▲+3.4% Added · +17K sh | Q2 2026 | |
| 14 | IMA Advisory Services, Inc. | $45.0M | 492K | ▲New +492K sh | Q2 2026 | |
| 15 | BLAIR WILLIAM & CO/IL | $44.0M | 480K | ▲+16% Added · +66K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $34.0M | 445K | ▲+25% Added · +88K sh | Q1 2026 | |
| 17 | US BANCORP \DE\ | $29.0M | 380K | ▲+11% Added · +39K sh | Q1 2026 | |
| 18 | Diesslin Group, Inc. | $32.2M | 351K | ▲+21% Added · +60K sh | Q2 2026 | |
| 19 | JPMORGAN CHASE & CO | $25.4M | 344K | ▲+301% Added · +258K sh | Q1 2026 | |
| 20 | TRUIST FINANCIAL CORP | $23.1M | 302K | ▲+35% Added · +78K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $21.0M | 276K | ▲+33% Added · +69K sh | Q1 2026 | |
| 22 | WESTWOOD HOLDINGS GROUP INC | $19.9M | 261K | ▲+29% Added · +59K sh | Q1 2026 | |
| 23 | Wealthcare Advisory Partners LLC | $23.6M | 257K | ▼−5.3% Reduced · −14K sh | Q2 2026 | |
| 24 | CONGRESS ASSET MANAGEMENT CO | $18.3M | 239K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 25 | LPL Financial LLC | $16.4M | 215K | ▲+18% Added · +32K 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.
Last quarter, 5 funds opened a new position in SMMD and 22 added to an existing one, while 16 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 | 124 funds | $59.9B |
| APPLE INCAAPL | 124 funds | $52.4B |
| MICROSOFT CORPMSFT | 123 funds | $40.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 120 funds | $8.9B |
| AMAZON.COM INCAMZN | 119 funds | $28.1B |
| ALPHABET INC-CL AGOOGL | 119 funds | $26.8B |
| META PLATFORMS INC-CLASS AMETA | 119 funds | $14.7B |
| JPMORGAN CHASE & COJPM | 119 funds | $13.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 119 funds | $7.8B |
| ALPHABET INC-CL CGOOG | 117 funds | $17.9B |
| ELI LILLY & COLLY | 117 funds | $12.0B |
| WALMART INCWMT | 116 funds | $7.0B |
Ranked by how many of SMMD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| ESGUmc | 776 funds | $10.3B |
| ESGDmc | 692 funds | $7.9B |
| IDEVmc | 663 funds | $23.3B |
| IAGGmc | 543 funds | $9.9B |
| IBDRmc | 409 funds | $2.4B |
| ICVTmc | 376 funds | $2.3B |
| IVLUmc | 349 funds | $2.8B |
| SUSBmc | 310 funds | $734.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for SMMD
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/SMMD/capital-change-brief"
Use Arkolith's capital_change_brief for SMMD. 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 SMMD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.