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/SMTC/capital-change-brief"
Use Arkolith's capital_change_brief for SMTC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 14.2M | ▲+7.8% Added · +1.0M sh | Q1 2026 | |
| 2 | AMERIPRISE FINANCIAL INC | $572.6M | 7.5M | ▼−1.3% Reduced · −102K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $532.3M | 6.9M | ▲New +6.9M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $318.7M | 4.1M | ▲New +4.1M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $312.1M | 4.1M | ▲+5.5% Added · +211K sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $194.3M | 2.5M | ▲+20% Added · +427K sh | Q1 2026 | |
| 7 | ALLIANCEBERNSTEIN L.P. | $174.4M | 2.4M | ▼−20% Reduced · −599K sh | Q1 2026 | |
| 8 | Hood River Capital Management LLC | $175.9M | 2.3M | ▲+2.3% Added · +51K sh | Q1 2026 | |
| 9 | DISCIPLINED GROWTH INVESTORS INC /MN | $169.7M | 2.2M | ▼−21% Reduced · −595K sh | Q1 2026 | |
| 10 | MILLENNIUM MANAGEMENT LLC | $151.1M | 2.0M | ▲+89% Added · +924K sh | Q1 2026 | |
| 11 | Artisan Partners Limited Partnership | $119.8M | 1.6M | ▲+216% Added · +1.1M sh | Q1 2026 | |
| 12 | MORGAN STANLEY | $108.9M | 1.4M | ▲+1.9% Added · +27K sh | Q1 2026 | |
| 13 | WESTFIELD CAPITAL MANAGEMENT CO LP | $98.5M | 1.3M | ▼−48% Reduced · −1.2M sh | Q1 2026 | |
| 14 | BANK OF AMERICA CORP /DE/ | $87.9M | 1.1M | ▲+13% Added · +135K sh | Q1 2026 | |
| 15 | Neuberger Berman Group LLC | $86.2M | 1.1M | ▲+21% Added · +192K sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $85.0M | 1.1M | ▼−34% Reduced · −565K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76.6M | 997K | ▲+1.3% Added · +12K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $76.4M | 993K | ▲+7.8% Added · +72K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $69.3M | 901K | ▲+16% Added · +123K sh | Q1 2026 | |
| 20 | UBS Group AG | $68.6M | 892K | ▲+48% Added · +291K sh | Q1 2026 | |
| 21 | MARSHALL WACE, LLP | $66.8M | 869K | ▲52× Added · +852K sh | Q1 2026 | |
| 22 | JPMORGAN CHASE & CO | $57.7M | 817K | ▲+113% Added · +433K sh | Q1 2026 | |
| 23 | Dorsal Capital Management, LP | $61.5M | 800K | ▲New +800K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $59.4M | 773K | ▲+324% Added · +590K sh | Q1 2026 | |
| 25 | Nuveen, LLC | $59.3M | 771K | ▼−26% Reduced · −267K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 14, 2026 | Silberstein Asaf | EVP and COO | Sell (S) | 3K | $435K |
| Jul 10, 2026 | HOU HONG Q | President and CEO, Director | Sell (S) | 2K | $266K |
| Jul 8, 2026 | Silberstein Asaf | EVP and COO | Sell (S) | 3K | $436K |
| Jul 8, 2026 | Silberstein Asaf | EVP and COO | Sell (S) | 1K | $180K |
| Jul 8, 2026 | Silberstein Asaf | EVP and COO | Sell (S) | 588 | $75K |
| Jul 8, 2026 | Silberstein Asaf | EVP and COO | Sell (S) | 273 | $35K |
| Jul 8, 2026 | Silberstein Asaf | EVP and COO | Sell (S) | 2K | $306K |
| Jul 8, 2026 | Silberstein Asaf | EVP and COO | Sell (S) | 437 | $54K |
| Jul 7, 2026 | Green Jason Elliot | EVP and CCO | Sell (S) | 1K | $148K |
| Jul 7, 2026 | Green Jason Elliot | EVP and CCO | Sell (S) | 1K | $146K |
| Jul 1, 2026 | HOU HONG Q | President and CEO, Director | Option exercise (M) | 6K | $0 |
| Jul 1, 2026 | HOU HONG Q | President and CEO, Director | Tax withholding (F) | 3K | $534K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 142 funds | $62.6B |
| AMAZON.COM INCAMZN | 138 funds | $45.1B |
| APPLE INCAAPL | 137 funds | $69.4B |
| ALPHABET INC-CL AGOOGL | 137 funds | $41.9B |
| META PLATFORMS INC-CLASS AMETA | 137 funds | $26.8B |
| NVIDIA CORPNVDA | 136 funds | $83.9B |
| BROADCOM INCAVGO | 134 funds | $32.1B |
| ALPHABET INC-CL CGOOG | 134 funds | $25.4B |
| ELI LILLY & COLLY | 133 funds | $16.5B |
| TESLA INCTSLA | 133 funds | $16.3B |
| VISA INC-CLASS A SHARESV | 133 funds | $12.5B |
| LAM RESEARCH CORPLRCX | 133 funds | $7.2B |
Ranked by how many of SMTC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMTC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.