5 tracked 13F filers disclose a position in SMRI as of the latest SEC 13F filings, a combined $557.2M 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 | Sepio Capital, LP | $556.0M | 13.6M | ▼−0.1% Reduced · −14K sh | Q2 2026 | |
| 2 | Beacon Pointe Advisors, LLC | $450K | 11K | ▲+14% Added · +1K sh | Q2 2026 | |
| 3 | Black Diamond Financial, LLC | $366K | 9K | ▼−7.3% Reduced · −709 sh | Q2 2026 | |
| 4 | MARATHON CAPITAL MANAGEMENT | $354K | 9K | ▲+0.1% Added · +5 sh | Q2 2026 | |
| 5 | BLAIR WILLIAM & CO/IL | $1K | 30 | —Held | 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, 0 funds opened a new position in SMRI and 1 added to an existing one, while 2 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 |
|---|---|---|
| T ROWE PRICE GROUP INCTROW | 3 funds | $67.4M |
| APPLE INCAAPL | 3 funds | $42.7M |
| INVESCO S&P 500 EQUAL WEIGHTRSP | 3 funds | $39.3M |
| AMAZON.COM INCAMZN | 3 funds | $36.8M |
| NVIDIA CORPNVDA | 3 funds | $35.7M |
| ALPHABET INC-CL CGOOG | 3 funds | $35.0M |
| MICROSOFT CORPMSFT | 3 funds | $35.0M |
| ABBVIE INCABBV | 3 funds | $35.0M |
| CORNING INCGLW | 3 funds | $33.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $23.9M |
| ALPHABET INC-CL AGOOGL | 3 funds | $22.7M |
| TESLA INCTSLA | 3 funds | $22.1M |
Ranked by how many of SMRI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 285 funds | $2.2B |
| STRVmc | 126 funds | $379.2M |
| BSVOFUND | 122 funds | $2.1B |
| DRLLmc | 93 funds | $35.9M |
| QMOMmc | 66 funds | $191.8M |
| BUXXSTRIVE ENHANCED | 65 funds | $285.5M |
| BBLUmc | 65 funds | $136.3M |
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 SMRI
This ETF 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/SMRI/capital-change-brief"
Use Arkolith's capital_change_brief for SMRI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SMRI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.