Among active 13F managers last quarter, 10 opened and 27 added, while 6 reduced; the largest holder to move was Van Eck Associates Corp (+46%). Over the last 180 days, 5 insiders sold and none bought, a net -$473.8M in open-market trades.
The legs disagree, or only one of them leans.
472 tracked 13F filers disclose a position in SMR as of the latest SEC 13F filings, a combined $2.1B 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 | Van Eck Associates Corp | 29.3M | $294.0M | ▲+46% Added · +9.3M sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 25.9M | $259.3M | ▲+101% Added · +13.0M sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 15.2M | $152.0M | ▲+38% Added · +4.2M sh | Q2 2026 | |
| 4 | Vanguard Capital Management LLC | 14.1M | $141.2M | ▲+31% Added · +3.3M sh | Q2 2026 | |
| 5 | Marex Group Ltd | 12.7M | $127.5M | ▲+40% Added · +3.6M sh | Q2 2026 | |
| 6 | Mirae Asset Global Etfs Holdings Ltd. | 11.5M | $124.1M | ▲+40% Added · +3.2M sh | Q1 2026 | |
| 7 | Morgan Stanley | 7.1M | $76.5M | ▲+34% Added · +1.8M sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 6.8M | $68.5M | ▲+83% Added · +3.1M sh | Q2 2026 | |
| 9 | State Street Corp | 6.7M | $66.8M | ▲+88% Added · +3.1M sh | Q2 2026 | |
| 10 | Renaissance Technologies LLC | 5.5M | $59.1M | ▲New +5.5M sh | Q1 2026 | |
| 11 | Marshall Wace, LLP | 4.3M | $46.7M | ▲+850% Added · +3.9M sh | Q1 2026 | |
| 12 | Two Sigma Investments, LP | 3.7M | $40.4M | ▲+43% Added · +1.1M sh | Q1 2026 | |
| 13 | Goldman Sachs Group Inc | 3.3M | $36.0M | ▲+551% Added · +2.8M sh | Q1 2026 | |
| 14 | UBS Group AG | 2.6M | $28.2M | ▼−9.9% Reduced · −288K sh | Q1 2026 | |
| 15 | Clear Street Group Inc. | 2.6M | $25.7M | ▲+44% Added · +788K sh | Q2 2026 | |
| 16 | Capital Fund Management S.A. | 2.5M | $25.3M | ▼−29% Reduced · −1.0M sh | Q2 2026 | |
| 17 | Greenhouse Funds LLLP | 2.2M | $21.7M | ▲New +2.2M sh | Q2 2026 | |
| 18 | Bank Of America Corp | 2.1M | $22.4M | ▲+33% Added · +516K sh | Q1 2026 | |
| 19 | Vanguard Fiduciary Trust Co | 1.7M | $17.5M | ▲+50% Added · +586K sh | Q2 2026 | |
| 20 | Mirae Asset Global Investments Co., Ltd. | 1.6M | $17.4M | ▲+95% Added · +785K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | 1.5M | $16.5M | ▲+611% Added · +1.3M sh | Q1 2026 | |
| 22 | Swedbank AB | 1.5M | $16.3M | ▲+36% Added · +400K sh | Q1 2026 | |
| 23 | Trexquant Investment LP | 1.4M | $14.2M | ▲+108% Added · +735K sh | Q2 2026 | |
| 24 | RPG Investment Advisory, LLC | 1.4M | $14.0M | ▲+34% Added · +353K sh | Q2 2026 | |
| 25 | Millennium Management LLC | 1.4M | $15.0M | ▲+139% Added · +803K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 10 funds opened a new position in SMR and 27 added to an existing one, while 6 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 | 279 funds | $349.3B |
| Microsoft CorpMSFT | 277 funds | $211.8B |
| Amazon.com IncAMZN | 274 funds | $168.6B |
| Alphabet Inc-CL AGOOGL | 268 funds | $142.2B |
| Apple IncAAPL | 267 funds | $245.7B |
| Meta Platforms Inc-Class AMETA | 267 funds | $91.3B |
| Advanced Micro DevicesAMD | 266 funds | $57.0B |
| JPMorgan Chase & CoJPM | 266 funds | $53.3B |
| Tesla IncTSLA | 265 funds | $64.2B |
| Chevron CorpCVX | 263 funds | $25.1B |
| Costco Wholesale CorpCOST | 262 funds | $30.8B |
| Eli Lilly & CoLLY | 261 funds | $72.5B |
Ranked by how many of SMR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Hamady Robert Ramsey | Chief Financial Officer | Sell (S) | 30K | $281K |
| Aug 18, 2026 | Fujino Shinji | Director | Sell (S) | 20K | $177K |
| Aug 17, 2026 | Hamady Robert Ramsey | Chief Financial Officer | Sell (S) | 20K | $190K |
| Aug 5, 2026 | Fisher Carl M. | Chief Operating Officer | Sell (S) | 19K | $176K |
| Jun 30, 2026 | Hamady Robert Ramsey | Chief Financial Officer | Sell (S) | 20K | $203K |
| Apr 21, 2026 | Fluor Corp | Director | Sell (S) | 13.5M | $159.4M |
| Apr 15, 2026 | Fluor Corp | Director | Sell (S) | 12.9M | $150.4M |
| Apr 9, 2026 | Fluor Corp | Director, 10% Owner | Sell (S) | 13.5M | $162.9M |
| Mar 25, 2026 | Tonnel David A | Chief Accounting Officer | Sell (S) | 2K | $27K |
| Mar 4, 2026 | Fisher Carl M. | Chief Operating Officer | Sell (S) 2 lots, same day | 49K | $623K |
| Mar 3, 2026 | Hamady Robert Ramsey | Chief Financial Officer | Sell (S) | 19K | $227K |
| Mar 3, 2026 | Hopkins John Lawrence | Chief Executive Officer, Director | Sell (S) | 83K | $1.0M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 71 | 16 | – |
Insiders Form 4 open-market | 0 | 5 | -$473.8M |
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 SMR
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/SMR/capital-change-brief"
Use Arkolith's capital_change_brief for SMR. 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 SMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.