139 tracked 13F filers disclose a position in SMP as of the latest SEC 13F filings, a combined $525.0M 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 | BlackRock, Inc. | $134.7M | 3.9M | ▲+0.5% Added · +18K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $48.3M | 1.4M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 3 | GAMCO INVESTORS, INC. ET AL | $34.6M | 997K | ▲+1.7% Added · +17K sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $32.2M | 928K | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $28.1M | 810K | ▼−2.0% Reduced · −17K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $21.0M | 603K | →First observed position No prior filed position | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $17.9M | 515K | ▲+2.5% Added · +12K sh | Q1 2026 | |
| 8 | GABELLI FUNDS LLC | $15.3M | 440K | ▲~0% Added · +184 sh | Q1 2026 | |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $13.2M | 380K | ▼−8.0% Reduced · −33K sh | Q1 2026 | |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $9.8M | 283K | ▲~0% Added · +126 sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $9.8M | 282K | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | $9.8M | 282K | ▲+31% Added · +67K sh | Q1 2026 | |
| 13 | AMERICAN CENTURY COMPANIES INC | $9.7M | 281K | ▼−13% Reduced · −42K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $9.6M | 275K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $7.8M | 224K | ▼−5.0% Reduced · −12K sh | Q1 2026 | |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $7.3M | 210K | ▲+1.9% Added · +4K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $7.3M | 209K | ▲+59% Added · +77K sh | Q1 2026 | |
| 18 | Nuveen, LLC | $6.9M | 200K | ▼−44% Reduced · −160K sh | Q1 2026 | |
| 19 | TWO SIGMA INVESTMENTS, LP | $5.4M | 157K | ▲+290% Added · +116K sh | Q1 2026 | |
| 20 | VANGUARD FIDUCIARY TRUST CO | $4.7M | 135K | →First observed position No prior filed position | Q1 2026 | |
| 21 | Manatuck Hill Partners, LLC | $4.7M | 135K | ▲+8.0% Added · +10K sh | Q1 2026 | |
| 22 | Empowered Funds, LLC | $4.6M | 133K | ▲New +133K sh | Q1 2026 | |
| 23 | Azarias Capital Management, L.P. | $4.7M | 121K | ▼−4.8% Reduced · −6K sh | Q2 2026 | |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $3.9M | 112K | ▼−5.6% Reduced · −7K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $3.8M | 110K | ▼−16% Reduced · −21K 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, 9 funds opened a new position in SMP and 19 added to an existing one, while 13 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 45 funds | $22.7B |
| JPMORGAN CHASE & COJPM | 45 funds | $7.2B |
| APPLE INCAAPL | 44 funds | $28.0B |
| AMAZON.COM INCAMZN | 44 funds | $16.0B |
| BROADCOM INCAVGO | 44 funds | $12.2B |
| ELI LILLY & COLLY | 44 funds | $5.9B |
| PROCTER & GAMBLE CO/THEPG | 44 funds | $2.6B |
| BOOKING HOLDINGS INCBKNG | 44 funds | $2.1B |
| UNITEDHEALTH GROUP INCUNH | 44 funds | $2.0B |
| AUTOMATIC DATA PROCESSINGADP | 44 funds | $837.7M |
| MOODY'S CORPMCO | 44 funds | $593.9M |
| EXPEDIA GROUP INCEXPE | 44 funds | $514.4M |
Ranked by how many of SMP's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 8, 2026 | Nicholas Ray | CIO & VP IT | Sell (S) | 6K | $231K |
| Jun 1, 2026 | Nicholas Ray | CIO & VP IT | Sell (S) | 2K | $75K |
| Dec 11, 2025 | Nicholas Ray | CIO & VP IT | Sell (S) | 9K | $346K |
| Nov 11, 2025 | Sills Eric | CEO & President, Director | Sell (S) | 2K | $59K |
| Nov 11, 2025 | BURKS DALE | Chief Commercial Officer & EVP | Sell (S) | 1K | $45K |
| Nov 11, 2025 | Iles Nathan R. | Chief Financial Officer | Sell (S) | 1K | $52K |
| Nov 11, 2025 | Broccole Carmine Joseph | CLO & Secretary | Sell (S) | 1K | $44K |
| Nov 11, 2025 | Nicholas Ray | CIO & VP IT | Sell (S) | 457 | $18K |
| Nov 10, 2025 | BURKS DALE | Chief Commercial Officer & EVP | Sell (S) | 1K | $38K |
| Nov 10, 2025 | Nicholas Ray | CIO & VP IT | Sell (S) | 128 | $5K |
| Mar 11, 2025 | BURKS DALE | Chief Commercial Officer & EVP | Sell (S) | 11K | $299K |
| Dec 9, 2024 | Nicholas Ray | CIO & VP IT | Sell (S) | 5K | $161K |
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/SMP/capital-change-brief"
Use Arkolith's capital_change_brief for SMP. 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 SMP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.