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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | $337.0M | 4.4M | ▲+12% Added · +476K sh | Q1 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 | $50.4M | 660K | ▲+2.3% Added · +15K sh | Q1 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 | $38.4M | 502K | ▲+6.6% Added · +31K sh | Q1 2026 | |
| 14 | RAYMOND JAMES FINANCIAL INC | $34.0M | 445K | ▲+25% Added · +88K sh | Q1 2026 | |
| 15 | BLAIR WILLIAM & CO/IL | $31.6M | 414K | ▼−14% Reduced · −66K sh | Q1 2026 | |
| 16 | US BANCORP \DE\ | $29.0M | 380K | ▲+11% Added · +39K sh | Q1 2026 | |
| 17 | Diesslin Group, Inc. | $32.2M | 351K | ▲+21% Added · +60K sh | Q2 2026 | |
| 18 | JPMORGAN CHASE & CO | $25.4M | 344K | ▲+301% Added · +258K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $23.1M | 302K | ▲+35% Added · +78K sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $21.0M | 276K | ▲+33% Added · +69K sh | Q1 2026 | |
| 21 | WESTWOOD HOLDINGS GROUP INC | $19.9M | 261K | ▲+29% Added · +59K sh | Q1 2026 | |
| 22 | Wealthcare Advisory Partners LLC | $23.6M | 257K | ▼−5.3% Reduced · −14K sh | Q2 2026 | |
| 23 | CONGRESS ASSET MANAGEMENT CO | $18.3M | 239K | ▼−0.5% Reduced · −1K sh | Q1 2026 | |
| 24 | LPL Financial LLC | $16.4M | 215K | ▲+18% Added · +32K sh | Q1 2026 | |
| 25 | CWA Asset Management Group, LLC | $18.8M | 205K | ▲+9.6% Added · +18K 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 |
|---|---|---|
| NVIDIA CORPNVDA | 78 funds | $22.3B |
| MICROSOFT CORPMSFT | 78 funds | $20.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 78 funds | $14.8B |
| ALPHABET INC-CL CGOOG | 78 funds | $9.8B |
| JPMORGAN CHASE & COJPM | 78 funds | $9.3B |
| META PLATFORMS INC-CLASS AMETA | 78 funds | $8.5B |
| ELI LILLY & COLLY | 78 funds | $5.6B |
| NETFLIX INCNFLX | 78 funds | $2.6B |
| THERMO FISHER SCIENTIFIC INCTMO | 78 funds | $1.7B |
| APPLE INCAAPL | 77 funds | $25.5B |
| AMAZON.COM INCAMZN | 77 funds | $14.2B |
| ALPHABET INC-CL AGOOGL | 77 funds | $13.4B |
Ranked by how many of SMMD'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 SMMD. 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.