150 tracked 13F filers disclose a position in SMMU as of the latest SEC 13F filings, a combined $752.0M 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 | MORGAN STANLEY | $166.0M | 3.3M | ▲+13% Added · +367K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $58.4M | 1.2M | ▲+5.9% Added · +65K sh | Q1 2026 | |
| 3 | Stonebridge Financial Group, LLC | $53.1M | 1.1M | ▼−0.5% Reduced · −5K sh | Q2 2026 | |
| 4 | CWM, LLC | $40.2M | 796K | ▲+12% Added · +85K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | $32.3M | 640K | ▼−8.0% Reduced · −56K sh | Q1 2026 | |
| 6 | JPMORGAN CHASE & CO | $32.1M | 636K | ▼−23% Reduced · −191K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $27.7M | 549K | ▲+8.8% Added · +44K sh | Q1 2026 | |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.0M | 496K | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 9 | Biltmore Wealth Management, LLC | $21.4M | 425K | ▲+1.4% Added · +6K sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $19.7M | 390K | ▲+23% Added · +73K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $16.0M | 318K | ▲+6.1% Added · +18K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $14.0M | 277K | ▲+4.7% Added · +12K sh | Q1 2026 | |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | $13.4M | 267K | ▼−44% Reduced · −206K sh | Q1 2026 | |
| 14 | STIFEL FINANCIAL CORP | $8.9M | 177K | ▲+18% Added · +27K sh | Q1 2026 | |
| 15 | Gateway Wealth Partners, LLC | $8.8M | 174K | ▲+125% Added · +96K sh | Q1 2026 | |
| 16 | AXXCESS WEALTH MANAGEMENT, LLC | $8.7M | 172K | ▲Added Added · +172K sh | Q2 2026 | |
| 17 | Capital Asset Advisory Services LLC | $8.5M | 169K | ▲+16% Added · +23K sh | Q1 2026 | |
| 18 | Vise Technologies, Inc. | $7.4M | 148K | —Held | Q1 2026 | |
| 19 | Quotient Wealth Partners, LLC | $6.7M | 134K | ▼−2.9% Reduced · −4K sh | Q1 2026 | |
| 20 | Integrated Wealth Concepts LLC | $6.7M | 133K | ▲+398% Added · +106K sh | Q1 2026 | |
| 21 | Allworth Financial LP | $6.7M | 133K | ▲+8.5% Added · +10K sh | Q1 2026 | |
| 22 | HighPoint Advisor Group LLC | $6.6M | 131K | ▼−0.5% Reduced · −628 sh | Q1 2026 | |
| 23 | Crumly & Associates Inc. | $6.3M | 124K | ▲+18% Added · +19K sh | Q2 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 113K | ▲+21% Added · +19K sh | Q1 2026 | |
| 25 | Optimus Capital Advisors, LLC | $5.5M | 109K | ▲+5.7% Added · +6K 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, 1 fund opened a new position in SMMU and 24 added to an existing one, while 13 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 | 59 funds | $17.9B |
| MICROSOFT CORPMSFT | 59 funds | $14.3B |
| BROADCOM INCAVGO | 59 funds | $6.8B |
| JPMORGAN CHASE & COJPM | 59 funds | $6.8B |
| ALPHABET INC-CL CGOOG | 59 funds | $6.3B |
| VANGUARD VALUE ETFVTV | 59 funds | $4.2B |
| EXXON MOBIL CORPXOM | 59 funds | $3.9B |
| COSTCO WHOLESALE CORPCOST | 59 funds | $3.8B |
| JOHNSON & JOHNSONJNJ | 59 funds | $3.8B |
| VISA INC-CLASS A SHARESV | 59 funds | $3.7B |
| ELI LILLY & COLLY | 59 funds | $3.7B |
| TESLA INCTSLA | 59 funds | $3.6B |
Ranked by how many of SMMU's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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/SMMU/capital-change-brief"
Use Arkolith's capital_change_brief for SMMU. 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 SMMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.