Among active 13F managers last quarter, 1 opened and 28 added, while 13 reduced; the largest holder to move was Stonebridge Financial Group, LLC (−0.5%).
187 tracked 13F filers disclose a position in SMMU as of the latest SEC 13F filings, a combined $827.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 3.3M | $166.0M | ▲+13% Added · +367K sh | Q1 2026 | |
| 2 | Bank Of America Corp | 1.2M | $58.4M | ▲+5.9% Added · +65K sh | Q1 2026 | |
| 3 | Stonebridge Financial Group, LLC | 1.1M | $53.1M | ▼−0.5% Reduced · −5K sh | Q2 2026 | |
| 4 | CWM, LLC | 796K | $40.2M | ▲+12% Added · +85K sh | Q1 2026 | |
| 5 | Cetera Investment Advisers | 640K | $32.3M | ▼−8.0% Reduced · −56K sh | Q1 2026 | |
| 6 | JPMorgan Chase & Co | 636K | $32.1M | ▼−23% Reduced · −191K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 549K | $27.7M | ▲+8.8% Added · +44K sh | Q1 2026 | |
| 8 | Wealth Enhancement Advisory Services, LLC | 496K | $25.0M | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 9 | Biltmore Wealth Management, LLC | 425K | $21.4M | ▲+1.4% Added · +6K sh | Q2 2026 | |
| 10 | TD Capital Management LLC | 402K | $20.3M | ▼−0.2% Reduced · −972 sh | Q2 2026 | |
| 11 | Osaic Holdings, Inc. | 390K | $19.7M | ▲+23% Added · +73K sh | Q1 2026 | |
| 12 | Raymond James Financial Inc | 318K | $16.0M | ▲+6.1% Added · +18K sh | Q1 2026 | |
| 13 | Wells Fargo & Company | 277K | $14.0M | ▲+4.7% Added · +12K sh | Q1 2026 | |
| 14 | Condor Capital Management | 269K | $13.6M | ▲+0.2% Added · +444 sh | Q2 2026 | |
| 15 | Sagespring Wealth Partners, LLC | 208K | $10.5M | ▼−22% Reduced · −59K sh | Q2 2026 | |
| 16 | Stifel Financial Corp | 177K | $8.9M | ▲+18% Added · +27K sh | Q1 2026 | |
| 17 | Kelman-Lazarov, Inc. | 172K | $8.7M | ▲+7.0% Added · +11K sh | Q2 2026 | |
| 18 | Axxcess Wealth Management, LLC | 172K | $8.7M | ▲Added Added · +172K sh | Q2 2026 | |
| 19 | Vise Technologies, Inc. | 157K | $7.9M | ▲+6.6% Added · +10K sh | Q2 2026 | |
| 20 | Capital Asset Advisory Services LLC | 157K | $7.9M | ▼−7.0% Reduced · −12K sh | Q2 2026 | |
| 21 | Odyssey Group, LLC | 149K | $7.5M | ▲New +149K sh | Q2 2026 | |
| 22 | Integrated Wealth Concepts LLC | 142K | $7.2M | ▲+6.9% Added · +9K sh | Q2 2026 | |
| 23 | Quotient Wealth Partners, LLC | 140K | $7.0M | ▲+4.3% Added · +6K sh | Q2 2026 | |
| 24 | Allworth Financial LP | 133K | $6.7M | ▲+8.5% Added · +10K sh | Q1 2026 | |
| 25 | Crumly & Associates Inc. | 124K | $6.3M | ▲+18% Added · +19K 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 28 added to an existing one, while 13 reduced. 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 | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 96 funds | $11.5B |
| Apple IncAAPL | 96 funds | $11.3B |
| Microsoft CorpMSFT | 95 funds | $7.3B |
| Amazon.com IncAMZN | 93 funds | $7.0B |
| Vanguard S&P 500 ETFVOO | 92 funds | $3.9B |
| Alphabet Inc-CL AGOOGL | 89 funds | $5.5B |
| Ishares Core S&P 500 ETFIVV | 88 funds | $19.6B |
| Alphabet Inc-CL CGOOG | 88 funds | $4.2B |
| Invesco QQQ Trust Series 1QQQ | 87 funds | $3.0B |
| Johnson & JohnsonJNJ | 87 funds | $2.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 87 funds | $2.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 86 funds | $3.5B |
Ranked by how many of SMMU's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMMU.
Connected entities for SMMU
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.