Among active 13F managers last quarter, 4 opened and 8 added, while 21 reduced; the largest holder to move was Gradient Investments LLC (+4.1%). No recent Form 4 insider filings for SMOT.
Funds lean out and no leg opposes.
98 tracked 13F filers disclose a position in SMOT as of the latest SEC 13F filings, a combined $238.3M 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 | LPL Financial LLC | 931K | $32.8M | ▼−15% Reduced · −166K sh | Q1 2026 | |
| 2 | Gradient Investments LLC | 905K | $35.2M | ▲+4.1% Added · +35K sh | Q2 2026 | |
| 3 | Great Lakes Advisors, LLC | 746K | $29.0M | ▼−8.5% Reduced · −69K sh | Q2 2026 | |
| 4 | Morgan Stanley | 494K | $17.4M | ▼−18% Reduced · −109K sh | Q1 2026 | |
| 5 | Bank Of America Corp | 420K | $14.8M | ▼−2.2% Reduced · −9K sh | Q1 2026 | |
| 6 | United Capital Financial Advisors, LLC | 339K | $13.2M | ▲+0.2% Added · +542 sh | Q2 2026 | |
| 7 | Financial Management Network Inc | 301K | $11.8M | ▼−37% Reduced · −175K sh | Q2 2026 | |
| 8 | Mesirow Financial Investment Management, Inc. | 268K | $10.4M | ▼~0% Reduced · −108 sh | Q2 2026 | |
| 9 | Raymond James Financial Inc | 169K | $6.0M | ▼−11% Reduced · −21K sh | Q1 2026 | |
| 10 | Focused Alpha, LLC | 138K | $5.4M | ▲+31% Added · +32K sh | Q2 2026 | |
| 11 | Jones Financial Companies LLLP | 106K | $3.7M | ▲+16% Added · +15K sh | Q1 2026 | |
| 12 | Wealth Enhancement Advisory Services, LLC | 80K | $3.1M | ▼−4.1% Reduced · −3K sh | Q2 2026 | |
| 13 | Bank of New Hampshire | 72K | $2.8M | ▲+130% Added · +40K sh | Q2 2026 | |
| 14 | Creekside Partners | 68K | $2.6M | ▲+1.4% Added · +972 sh | Q2 2026 | |
| 15 | Prospera Financial Services Inc | 65K | $2.5M | ▼−0.3% Reduced · −213 sh | Q2 2026 | |
| 16 | TRUE Private Wealth Advisors | 63K | $2.5M | ▲+3.5% Added · +2K sh | Q2 2026 | |
| 17 | Mercer Global Advisors Inc | 62K | $2.2M | ▼−6.8% Reduced · −4K sh | Q1 2026 | |
| 18 | Vise Technologies, Inc. | 55K | $2.1M | ▲+51% Added · +18K sh | Q2 2026 | |
| 19 | MAI Capital Management | 52K | $2.0M | ▲+95% Added · +25K sh | Q2 2026 | |
| 20 | Stifel Financial Corp | 50K | $1.7M | ▲+1.4% Added · +710 sh | Q1 2026 | |
| 21 | Family Office Research LLC | 49K | $1.9M | ▼−4.4% Reduced · −2K sh | Q2 2026 | |
| 22 | Stephens Inc | 49K | $1.9M | ▼−4.8% Reduced · −2K sh | Q2 2026 | |
| 23 | Brown Financial Advisors | 49K | $1.9M | ▲+1.0% Added · +486 sh | Q2 2026 | |
| 24 | TPG Advisors LLC | 49K | $1.9M | ▲+1.7% Added · +810 sh | Q2 2026 | |
| 25 | First Foundation Advisors | 44K | $1.7M | ▼−0.9% Reduced · −398 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, 4 funds opened a new position in SMOT and 8 added to an existing one, while 21 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 | 43 funds | $45.8B |
| Microsoft CorpMSFT | 43 funds | $31.4B |
| Apple IncAAPL | 42 funds | $37.2B |
| Amazon.com IncAMZN | 42 funds | $22.7B |
| Alphabet Inc-CL AGOOGL | 42 funds | $18.0B |
| Broadcom IncAVGO | 42 funds | $16.4B |
| Alphabet Inc-CL CGOOG | 42 funds | $13.3B |
| Johnson & JohnsonJNJ | 42 funds | $6.5B |
| Abbvie IncABBV | 42 funds | $4.9B |
| Coca-Cola CoKO | 41 funds | $3.8B |
| Meta Platforms Inc-Class AMETA | 40 funds | $10.6B |
| JPMorgan Chase & CoJPM | 40 funds | $8.5B |
Ranked by how many of SMOT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMOT.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 25 | 42 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| HYDmc | 343 funds | $3.0B |
| EMLCmc | 337 funds | $3.3B |
| REMXmc | 323 funds | $803.2M |
| OIHmc | 250 funds | $1.5B |
| ITMmc | 192 funds | $1.8B |
| CLOImc | 183 funds | $736.9M |
| SMOTthis pagemc | 98 funds | $238.3M |
| DAPPmc | 65 funds | $79.6M |
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 SMOT
This stock 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/SMOT/capital-change-brief"
Use Arkolith's capital_change_brief for SMOT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMOT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.