Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was Pacific Ridge Capital Partners, LLC (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
18 tracked 13F filers disclose a position in SMSI as of the latest SEC 13F filings, a combined $1.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 133K | $358K | ▲New +133K sh | Q2 2026 | |
| 2 | Renaissance Technologies LLC | 117K | $84K | ▲+5.3% Added · +6K sh | Q1 2026 | |
| 3 | Pacific Ridge Capital Partners, LLC | 104K | $279K | ▲New +104K sh | Q2 2026 | |
| 4 | Geode Capital Management, LLC | 41K | $109K | ▲New +41K sh | Q2 2026 | |
| 5 | Northern Trust Corp | 31K | $22K | —Held | Q1 2026 | |
| 6 | Citadel Advisors LLC | 25K | $66K | ▲New +25K sh | Q2 2026 | |
| 7 | Raymond James Financial Inc | 19K | $14K | ▼−6.9% Reduced · −1K sh | Q1 2026 | |
| 8 | Vanguard Fiduciary Trust Co | 17K | $47K | ▲New +17K sh | Q2 2026 | |
| 9 | Wells Fargo & Company | 11K | $8K | —Held | Q1 2026 | |
| 10 | UBS Group AG | 10K | $7K | ▼−96% Reduced · −224K sh | Q1 2026 | |
| 11 | BlackRock, Inc. | 9K | $24K | ▲New +9K sh | Q2 2026 | |
| 12 | Vanguard Global Advisers, LLC | 505 | $1K | ▲New +505 sh | Q2 2026 | |
| 13 | Group One Trading LLC | 54 | $145 | ▲New +54 sh | Q2 2026 | |
| 14 | Osaic Holdings, Inc. | 43 | $30 | —Held | Q1 2026 | |
| 15 | Morgan Stanley | 11 | $8 | —Held | Q1 2026 | |
| 16 | JPMorgan Chase & Co | 10 | $7 | —Held | Q1 2026 | |
| 17 | New England Capital Financial Advisors LLC | 6 | $17 | ▲New +6 sh | Q2 2026 | |
| 18 | Russell Investments Group, Ltd. | 2 | $1 | —Held | 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, 2 funds opened a new position in SMSI and 1 added to an existing one, while none reduced or exited. 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 |
|---|---|---|
| Carter's IncCRI | 2 funds | $42.8M |
| Metropolitan Bank Holding CoMCB | 2 funds | $36.6M |
| Natural Gas Services GroupNGS | 2 funds | $21.0M |
| Kimball Electronics IncKE | 2 funds | $20.1M |
| Coastal Financial CorpCCB | 2 funds | $20.1M |
| Heritage Insurance HoldingsHRTG | 2 funds | $19.0M |
| Enerpac Tool Group CorpEPAC | 2 funds | $18.1M |
| Northeast BankNBN | 2 funds | $17.2M |
| Red Robin Gourmet BurgersRRGB | 2 funds | $15.9M |
| Orrstown Finl Services IncORRF | 2 funds | $15.2M |
| American Integrity InsuranceAII | 2 funds | $15.0M |
| Bowman Consulting Group LtdBWMN | 2 funds | $14.4M |
Ranked by how many of SMSI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SMSI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Dec 11, 2025 | Smith William W Jr | President and CEO, Director, 10% Owner | Sell (S) | 37K | $21K |
| Dec 10, 2025 | Smith William W Jr | President and CEO, Director, 10% Owner | Sell (S) | 39K | $23K |
| Mar 14, 2025 | Campbell Thomas G | Director | Sell (S) | 10K | $7K |
| Dec 16, 2024 | Kempton James M | VP, CFO and Treasurer | Sell (S) | 437 | $345 |
| Dec 3, 2024 | Smith William W Jr | President & CEO, Director | Sell (S) | 7K | $6K |
| Mar 13, 2024 | Smith William W Jr | President & CEO, Director | Sell (S) | 12K | $4K |
| Mar 13, 2024 | Kempton James M | VP, CFO and Treasurer | Sell (S) | 5K | $2K |
| Jan 23, 2024 | Smith William W Jr | President & CEO, Director | Sell (S) | 7K | $5K |
| Jan 23, 2024 | Kempton James M | VP, CFO and Treasurer | Sell (S) | 2K | $2K |
| Dec 1, 2023 | Kempton James M | VP, CFO and Treasurer | Sell (S) | 7K | $5K |
| Dec 1, 2023 | Smith William W Jr | President & CEO, Director | Sell (S) | 18K | $12K |
| Jun 14, 2023 | Kempton James M | VP, CFO and Treasurer | Buy (P) | 1K | $1K |
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 | 1 | 2 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
| Class | 13F holders | Value held |
|---|---|---|
| SMSIthis pageCOM NEW | 9 funds | $885K |
| SMSIthis pageCommon Stock | 9 funds | $135K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SMSI
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/SMSI/capital-change-brief"
Use Arkolith's capital_change_brief for SMSI. 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 SMSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.