Among active 13F managers last quarter, 4 opened and 15 added, while 15 reduced; the largest holder to move was Advisory Services Network, LLC (+98%).
111 tracked 13F filers disclose a position in SMMV as of the latest SEC 13F filings, a combined $187.2M 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 | Bank Of America Corp | 1.3M | $54.9M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 2 | Mercer Global Advisors Inc | 356K | $15.5M | ▼−19% Reduced · −82K sh | Q1 2026 | |
| 3 | Wealth Management Resources, Inc. | 284K | $13.1M | ▲+1.7% Added · +5K sh | Q2 2026 | |
| 4 | Raymond James Financial Inc | 250K | $10.9M | ▼−3.6% Reduced · −9K sh | Q1 2026 | |
| 5 | Commonwealth Equity Services, LLC | 169K | $7.4M | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 135K | $5.9M | ▼−18% Reduced · −30K sh | Q1 2026 | |
| 7 | Brickley Wealth Management | 122K | $5.6M | ▼−4.1% Reduced · −5K sh | Q2 2026 | |
| 8 | Creative Planning | 81K | $3.5M | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 9 | Royal Bank Of Canada | 80K | $3.5M | ▲+24% Added · +15K sh | Q1 2026 | |
| 10 | Advisory Services Network, LLC | 71K | $3.1M | ▲+98% Added · +35K sh | Q1 2026 | |
| 11 | UBS Group AG | 67K | $2.9M | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 12 | Ameriprise Financial Inc | 66K | $2.9M | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 13 | Beacon Pointe Advisors, LLC | 65K | $3.0M | ▲+0.2% Added · +161 sh | Q2 2026 | |
| 14 | Sagespring Wealth Partners, LLC | 64K | $3.0M | ▼−2.9% Reduced · −2K sh | Q2 2026 | |
| 15 | Rehmann Capital Advisory Group | 64K | $3.0M | ▼−0.7% Reduced · −445 sh | Q2 2026 | |
| 16 | JPMorgan Chase & Co | 63K | $2.7M | ▼−7.7% Reduced · −5K sh | Q1 2026 | |
| 17 | Modern Wealth Management, LLC | 59K | $2.7M | ▼−14% Reduced · −9K sh | Q2 2026 | |
| 18 | Goldman Sachs Group Inc | 55K | $2.4M | ▲+193% Added · +36K sh | Q1 2026 | |
| 19 | Wells Fargo & Company | 50K | $2.2M | ▼−88% Reduced · −353K sh | Q1 2026 | |
| 20 | Citadel Advisors LLC | 48K | $2.2M | ▲+50% Added · +16K sh | Q2 2026 | |
| 21 | GTS Securities LLC | 48K | $2.1M | ▲New +48K sh | Q1 2026 | |
| 22 | Envestnet Asset Management Inc | 45K | $2.0M | ▼−1.0% Reduced · −453 sh | Q1 2026 | |
| 23 | Armbruster Capital Management, Inc. | 43K | $2.0M | ▼−8.0% Reduced · −4K sh | Q2 2026 | |
| 24 | Geneos Wealth Management Inc. | 38K | $1.8M | ▲+69% Added · +16K sh | Q2 2026 | |
| 25 | Two Sigma Investments, LP | 37K | $1.6M | ▲+4.9% Added · +2K 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, 4 funds opened a new position in SMMV and 15 added to an existing one, while 15 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 |
|---|---|---|
| Apple IncAAPL | 51 funds | $9.3B |
| Nvidia CorpNVDA | 51 funds | $8.7B |
| Alphabet Inc-CL AGOOGL | 51 funds | $4.4B |
| JPMorgan Chase & CoJPM | 51 funds | $3.0B |
| Chevron CorpCVX | 51 funds | $1.4B |
| Amazon.com IncAMZN | 50 funds | $6.4B |
| Microsoft CorpMSFT | 50 funds | $5.4B |
| Vanguard S&P 500 ETFVOO | 50 funds | $3.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 50 funds | $2.7B |
| Tesla IncTSLA | 50 funds | $2.5B |
| Invesco QQQ Trust Series 1QQQ | 50 funds | $2.4B |
| Johnson & JohnsonJNJ | 50 funds | $1.3B |
Ranked by how many of SMMV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMMV.
| Class | 13F holders | Value held |
|---|---|---|
| ESGUmc | 781 funds | $10.4B |
| ESGDmc | 696 funds | $8.0B |
| IDEVmc | 668 funds | $23.7B |
| IAGGmc | 537 funds | $9.8B |
| IBDRmc | 410 funds | $2.3B |
| ICVTmc | 372 funds | $2.3B |
| IVLUmc | 346 funds | $2.8B |
| SUSBmc | 317 funds | $739.2M |
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 SMMV
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/SMMV/capital-change-brief"
Use Arkolith's capital_change_brief for SMMV. 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 SMMV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.