9 tracked 13F filers disclose a position in SMOM as of the latest SEC 13F filings, a combined $63.5M 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 | Symmetry Partners, LLC | $57.8M | 2.1M | ▼−1.1% Reduced · −23K sh | Q2 2026 | |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 98K | ▲New +98K sh | Q1 2026 | |
| 3 | Sequoia Financial Advisors, LLC | $1.3M | 53K | —Held | Q1 2026 | |
| 4 | Kestra Advisory Services, LLC | $790K | 28K | ▲+0.2% Added · +52 sh | Q2 2026 | |
| 5 | Prime Capital Investment Advisors, LLC | $565K | 20K | ▲+1.3% Added · +264 sh | Q2 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $551K | 20K | ▲New +20K sh | Q2 2026 | |
| 7 | HARBOUR INVESTMENTS, INC. | $25K | 1K | ▲New +1K sh | Q1 2026 | |
| 8 | Integrated Wealth Concepts LLC | $8K | 274 | ▲New +274 sh | Q2 2026 | |
| 9 | OSAIC HOLDINGS, INC. | $7K | 267 | ▲+170% Added · +168 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, 1 fund opened a new position in SMOM and 1 added to an existing one, while 1 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $789.6M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 3 funds | $459.3M |
| APPLE INCAAPL | 3 funds | $369.0M |
| DIMENSIONAL US CORE EQUITY 2DFAC | 3 funds | $317.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $308.7M |
| NVIDIA CORPNVDA | 3 funds | $299.1M |
| AVANTIS U.S. EQUITY ETFAVUS | 3 funds | $234.0M |
| ISHR CR UNVRSE USD BD ETF-UIIUSB | 3 funds | $195.6M |
| VANGUARD TOTAL BOND MARKETBND | 3 funds | $185.7M |
| VANGUARD FTSE EUROPE ETFVGK | 3 funds | $178.6M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $177.5M |
| VANGUARD VALUE ETFVTV | 3 funds | $175.1M |
Ranked by how many of SMOM's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for SMOM
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/SMOM/capital-change-brief"
Use Arkolith's capital_change_brief for SMOM. 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 SMOM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.