404 tracked 13F filers disclose a position in SMR as of the latest SEC 13F filings, a combined $1.5B 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 | VAN ECK ASSOCIATES CORP | Withheld | 20.0M | ▲+74% Added · +8.5M sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $139.3M | 12.8M | ▲+19% Added · +2.1M sh | Q1 2026 | |
| 3 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $124.1M | 11.5M | ▲+40% Added · +3.2M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $118.7M | 10.9M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $116.3M | 10.7M | →First observed position No prior filed position | Q1 2026 | |
| 6 | Marex Group plc | $98.6M | 9.1M | ▲+378% Added · +7.2M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $76.5M | 7.1M | ▲+34% Added · +1.8M sh | Q1 2026 | |
| 8 | RENAISSANCE TECHNOLOGIES LLC | $59.1M | 5.5M | ▲New +5.5M sh | Q1 2026 | |
| 9 | MARSHALL WACE, LLP | $46.7M | 4.3M | ▲+850% Added · +3.9M sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $40.4M | 3.7M | ▲+16% Added · +507K sh | Q1 2026 | |
| 11 | TWO SIGMA INVESTMENTS, LP | $40.4M | 3.7M | ▲+43% Added · +1.1M sh | Q1 2026 | |
| 12 | CAPITAL FUND MANAGEMENT S.A. | $38.5M | 3.6M | ▲+87% Added · +1.7M sh | Q1 2026 | |
| 13 | STATE STREET CORP | $38.4M | 3.5M | ▲+19% Added · +576K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $36.0M | 3.3M | ▲+551% Added · +2.8M sh | Q1 2026 | |
| 15 | UBS Group AG | $28.2M | 2.6M | ▼−9.9% Reduced · −288K sh | Q1 2026 | |
| 16 | Tidal Investments LLC | $24.2M | 2.2M | ▲+5.5% Added · +118K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $22.4M | 2.1M | ▲+33% Added · +516K sh | Q1 2026 | |
| 18 | Clear Street Group Inc. | $19.3M | 1.8M | ▼−80% Reduced · −7.1M sh | Q1 2026 | |
| 19 | Mirae Asset Global Investments Co., Ltd. | $17.4M | 1.6M | ▲+95% Added · +785K sh | Q1 2026 | |
| 20 | CITADEL ADVISORS LLC | $16.6M | 1.5M | ▼−35% Reduced · −808K sh | Q1 2026 | |
| 21 | Cetera Investment Advisers | $16.5M | 1.5M | ▲+611% Added · +1.3M sh | Q1 2026 | |
| 22 | Swedbank AB | $16.3M | 1.5M | ▲+36% Added · +400K sh | Q1 2026 | |
| 23 | RPG Investment Advisory, LLC | $14.0M | 1.4M | ▲+34% Added · +353K sh | Q2 2026 | |
| 24 | MILLENNIUM MANAGEMENT LLC | $15.0M | 1.4M | ▲+139% Added · +803K sh | Q1 2026 | |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $14.8M | 1.4M | ▲+2.2% Added · +29K 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, 8 funds opened a new position in SMR and 30 added to an existing one, while 6 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 |
|---|---|---|
| NVIDIA CORPNVDA | 220 funds | $320.1B |
| MICROSOFT CORPMSFT | 220 funds | $218.5B |
| AMAZON.COM INCAMZN | 217 funds | $163.1B |
| ALPHABET INC-CL AGOOGL | 217 funds | $125.2B |
| APPLE INCAAPL | 216 funds | $243.5B |
| TESLA INCTSLA | 214 funds | $64.3B |
| JPMORGAN CHASE & COJPM | 212 funds | $51.1B |
| BROADCOM INCAVGO | 211 funds | $127.9B |
| META PLATFORMS INC-CLASS AMETA | 211 funds | $92.4B |
| VISA INC-CLASS A SHARESV | 210 funds | $49.9B |
| ADVANCED MICRO DEVICESAMD | 210 funds | $29.7B |
| COSTCO WHOLESALE CORPCOST | 209 funds | $30.8B |
Ranked by how many of SMR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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) | 36K | $452K |
| Mar 4, 2026 | Fisher Carl M. | Chief Operating Officer | Sell (S) | 14K | $171K |
| Mar 3, 2026 | Fisher Carl M. | Chief Operating Officer | Sell (S) | 22K | $271K |
| 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 |
| Mar 2, 2026 | Reyes Jose N Jr | Chief Technology Officer | Sell (S) | 26K | $317K |
| Mar 2, 2026 | Scott Clayton | Chief Commercial Officer | Sell (S) | 22K | $275K |
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.