Among active 13F managers last quarter, 5 opened and 19 added, while 20 reduced; the largest holder to move was Gamco Investors, Inc. Et Al (+1.7%). Over the last 180 days, 3 insiders sold and none bought, a net -$1.2M in open-market trades.
The legs disagree, or only one of them leans.
156 tracked 13F filers disclose a position in SMP as of the latest SEC 13F filings, a combined $583.8M 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 | BlackRock, Inc. | 4.1M | $158.3M | ▲+4.7% Added · +184K sh | Q2 2026 | |
| 2 | Dimensional Fund Advisors LP | 1.4M | $48.3M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 3 | Gamco Investors, Inc. Et Al | 997K | $34.6M | ▲+1.7% Added · +17K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 938K | $36.5M | ▲+1.1% Added · +10K sh | Q2 2026 | |
| 5 | State Street Corp | 843K | $32.9M | ▲+4.1% Added · +33K sh | Q2 2026 | |
| 6 | Vanguard Portfolio Management LLC | 637K | $24.8M | ▲+5.6% Added · +34K sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 552K | $21.5M | ▲+7.1% Added · +37K sh | Q2 2026 | |
| 8 | Gabelli Funds LLC | 440K | $15.3M | ▲~0% Added · +184 sh | Q1 2026 | |
| 9 | Charles Schwab Investment Management Inc | 380K | $13.2M | ▼−8.0% Reduced · −33K sh | Q1 2026 | |
| 10 | BNP Paribas Financial Markets | 283K | $9.8M | ▲~0% Added · +126 sh | Q1 2026 | |
| 11 | Northern Trust Corp | 282K | $9.8M | ▲+2.8% Added · +8K sh | Q1 2026 | |
| 12 | Qube Research & Technologies Ltd | 282K | $9.8M | ▲+31% Added · +67K sh | Q1 2026 | |
| 13 | American Century Companies Inc | 281K | $9.7M | ▼−13% Reduced · −42K sh | Q1 2026 | |
| 14 | Algert Global LLC | 277K | $10.8M | ▲+12% Added · +29K sh | Q2 2026 | |
| 15 | Bank of New York Mellon Corp | 275K | $9.6M | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 16 | Morgan Stanley | 224K | $7.8M | ▼−5.0% Reduced · −12K sh | Q1 2026 | |
| 17 | Bridgeway Capital Management, LLC | 209K | $8.2M | ▼−0.2% Reduced · −379 sh | Q2 2026 | |
| 18 | Goldman Sachs Group Inc | 209K | $7.3M | ▲+59% Added · +77K sh | Q1 2026 | |
| 19 | Nuveen, LLC | 200K | $6.9M | ▼−44% Reduced · −160K sh | Q1 2026 | |
| 20 | Two Sigma Investments, LP | 157K | $5.4M | ▲+290% Added · +116K sh | Q1 2026 | |
| 21 | Vanguard Fiduciary Trust Co | 140K | $5.5M | ▲+3.7% Added · +5K sh | Q2 2026 | |
| 22 | Empowered Funds, LLC | 133K | $4.6M | ▲New +133K sh | Q1 2026 | |
| 23 | Azarias Capital Management, L.P. | 121K | $4.7M | ▼−4.8% Reduced · −6K sh | Q2 2026 | |
| 24 | Manatuck Hill Partners, LLC | 115K | $4.5M | ▼−15% Reduced · −20K sh | Q2 2026 | |
| 25 | Citadel Advisors LLC | 114K | $4.5M | ▲+11% Added · +11K 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, 5 funds opened a new position in SMP and 19 added to an existing one, while 20 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 |
|---|---|---|
| Microsoft CorpMSFT | 68 funds | $164.9B |
| Amazon.com IncAMZN | 66 funds | $125.8B |
| JPMorgan Chase & CoJPM | 66 funds | $38.6B |
| Nvidia CorpNVDA | 65 funds | $260.2B |
| Broadcom IncAVGO | 65 funds | $111.0B |
| Alphabet Inc-CL AGOOGL | 65 funds | $110.6B |
| Meta Platforms Inc-Class AMETA | 65 funds | $68.6B |
| Costco Wholesale CorpCOST | 65 funds | $23.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 65 funds | $23.0B |
| Apple IncAAPL | 64 funds | $184.0B |
| Eli Lilly & CoLLY | 64 funds | $55.0B |
| Chevron CorpCVX | 64 funds | $17.7B |
Ranked by how many of SMP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 9, 2026 | Broccole Carmine Joseph | CLO & Secretary | Sell (S) | 5K | $206K |
| Aug 19, 2026 | Burks Dale | Chief Commercial Officer & EVP | Sell (S) | 6K | $226K |
| Aug 18, 2026 | Burks Dale | Chief Commercial Officer & EVP | Sell (S) | 4K | $136K |
| Aug 14, 2026 | Burks Dale | Chief Commercial Officer & EVP | Sell (S) | 9K | $350K |
| 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 |
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 | 42 | 40 | – |
Insiders Form 4 open-market | 0 | 3 | -$1.2M |
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.
Connected entities for SMP
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.