468 tracked 13F filers disclose a position in SMTC as of the latest SEC 13F filings, a combined $8.1B 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 | 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 | →First observed position No prior filed position | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $318.7M | 4.1M | →First observed position No prior filed position | Q1 2026 | |
| 5 | STATE STREET CORP | $548.4M | 3.4M | ▼−17% Reduced · −670K sh | Q2 2026 | |
| 6 | ALLIANCEBERNSTEIN L.P. | $174.4M | 2.4M | ▼−20% Reduced · −599K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $366.6M | 2.3M | ▼−11% Reduced · −273K sh | Q2 2026 | |
| 8 | Hood River Capital Management LLC | $364.2M | 2.3M | ▼−1.6% Reduced · −37K sh | Q2 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $151.1M | 2.0M | ▲+89% Added · +924K sh | Q1 2026 | |
| 10 | Artisan Partners Limited Partnership | $119.8M | 1.6M | ▲+216% Added · +1.1M sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $108.9M | 1.4M | ▲+1.9% Added · +27K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $87.9M | 1.1M | ▲+13% Added · +135K sh | Q1 2026 | |
| 13 | WESTFIELD CAPITAL MANAGEMENT CO LP | $183.4M | 1.1M | ▼−12% Reduced · −147K sh | Q2 2026 | |
| 14 | Neuberger Berman Group LLC | $86.2M | 1.1M | ▲+21% Added · +192K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $85.0M | 1.1M | ▼−34% Reduced · −565K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $76.6M | 997K | ▲+1.3% Added · +12K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $76.4M | 993K | ▲+7.8% Added · +72K sh | Q1 2026 | |
| 18 | DISCIPLINED GROWTH INVESTORS INC /MN | $154.6M | 955K | ▼−57% Reduced · −1.3M sh | Q2 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 | TREMBLANT CAPITAL GROUP | $143.6M | 887K | ▲New +887K sh | Q2 2026 | |
| 22 | MARSHALL WACE, LLP | $66.8M | 869K | ▲52× Added · +852K sh | Q1 2026 | |
| 23 | JPMORGAN CHASE & CO | $57.7M | 817K | ▲+113% Added · +433K 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.
Last quarter, 12 funds opened a new position in SMTC and 20 added to an existing one, while 31 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 |
|---|---|---|
| AMAZON.COM INCAMZN | 279 funds | $197.5B |
| MICROSOFT CORPMSFT | 270 funds | $256.1B |
| NVIDIA CORPNVDA | 265 funds | $385.1B |
| META PLATFORMS INC-CLASS AMETA | 265 funds | $112.4B |
| MICRON TECHNOLOGY INCMU | 262 funds | $42.3B |
| APPLE INCAAPL | 258 funds | $291.6B |
| BROADCOM INCAVGO | 252 funds | $153.0B |
| ALPHABET INC-CL AGOOGL | 251 funds | $164.6B |
| ADVANCED MICRO DEVICESAMD | 251 funds | $38.7B |
| LAM RESEARCH CORPLRCX | 251 funds | $35.5B |
| ELI LILLY & COLLY | 248 funds | $82.4B |
| ALPHABET INC-CL CGOOG | 244 funds | $118.4B |
Ranked by how many of SMTC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 19, 2026 | Walsh Paul V Jr | Director | Sell (S) | 500 | $68K |
| Aug 17, 2026 | Silberstein Asaf | EVP and COO | Sell (S) | 5K | $750K |
| Aug 7, 2026 | HOU HONG Q | President and CEO, Director | Sell (S) | 2K | $280K |
| Jul 22, 2026 | Walsh Paul V Jr | Director | Sell (S) | 500 | $67K |
| 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 |
| Class | 13F holders | Value held |
|---|---|---|
| SMTCthis pagecs | 468 funds | $8.1B |
| SMTC 1.625 11/01/27Sovereign/Corporate | 15 funds | $231.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SMTC
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.
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.