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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $54.9M | 1.3M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $15.5M | 356K | ▼−19% Reduced · −82K sh | Q1 2026 | |
| 3 | RAYMOND JAMES FINANCIAL INC | $10.9M | 250K | ▼−3.6% Reduced · −9K sh | Q1 2026 | |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 169K | ▼−1.5% Reduced · −3K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $5.9M | 135K | ▼−18% Reduced · −30K sh | Q1 2026 | |
| 6 | Brickley Wealth Management | $5.6M | 122K | ▼−4.1% Reduced · −5K sh | Q2 2026 | |
| 7 | Creative Planning | $3.5M | 81K | ▲+1.5% Added · +1K sh | Q1 2026 | |
| 8 | ROYAL BANK OF CANADA | $3.5M | 80K | ▲+24% Added · +15K sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $3.2M | 73K | ▼−0.9% Reduced · −691 sh | Q1 2026 | |
| 10 | Advisory Services Network, LLC | $3.1M | 71K | ▲+98% Added · +35K sh | Q1 2026 | |
| 11 | Modern Wealth Management, LLC | $3.0M | 68K | ▼−0.3% Reduced · −243 sh | Q1 2026 | |
| 12 | UBS Group AG | $2.9M | 67K | ▼−1.5% Reduced · −1K sh | Q1 2026 | |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | $2.9M | 66K | ▼−6.9% Reduced · −5K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $2.9M | 66K | ▲+4.0% Added · +3K sh | Q1 2026 | |
| 15 | Beacon Pointe Advisors, LLC | $2.8M | 65K | ▼−3.6% Reduced · −2K sh | Q1 2026 | |
| 16 | Rehmann Capital Advisory Group | $2.8M | 65K | ▼−3.3% Reduced · −2K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $2.7M | 63K | ▼−7.7% Reduced · −5K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $2.4M | 55K | ▲+193% Added · +36K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $2.2M | 50K | ▼−88% Reduced · −353K sh | Q1 2026 | |
| 20 | GTS SECURITIES LLC | $2.1M | 48K | ▲New +48K sh | Q1 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 45K | ▼−1.0% Reduced · −453 sh | Q1 2026 | |
| 22 | Armbruster Capital Management, Inc. | $2.0M | 43K | ▼−8.0% Reduced · −4K sh | Q2 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $1.6M | 37K | ▲+4.9% Added · +2K sh | Q1 2026 | |
| 24 | Burns Matteson Capital Management, LLC | $1.4M | 33K | ▼−2.9% Reduced · −970 sh | Q1 2026 | |
| 25 | CITADEL ADVISORS LLC | $1.4M | 32K | ▲+71% Added · +13K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 38 funds | $16.1B |
| ISHARES CORE S&P 500 ETFIVV | 38 funds | $16.0B |
| NVIDIA CORPNVDA | 38 funds | $15.6B |
| MICROSOFT CORPMSFT | 38 funds | $13.0B |
| AMAZON.COM INCAMZN | 38 funds | $10.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 38 funds | $9.9B |
| ALPHABET INC-CL AGOOGL | 38 funds | $8.5B |
| JPMORGAN CHASE & COJPM | 38 funds | $6.1B |
| BROADCOM INCAVGO | 38 funds | $6.0B |
| META PLATFORMS INC-CLASS AMETA | 38 funds | $5.5B |
| ALPHABET INC-CL CGOOG | 38 funds | $5.4B |
| VANGUARD VALUE ETFVTV | 38 funds | $4.9B |
Ranked by how many of SMMV'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 SMMV. 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.