76 tracked 13F filers disclose a position in SMTH as of the latest SEC 13F filings, a combined $2.2B 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 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3B | 49.7M | ▲+18% Added · +7.6M sh | Q2 2026 | |
| 2 | Annex Advisory Services, LLC | $237.8M | 9.2M | ▲+15% Added · +1.2M sh | Q2 2026 | |
| 3 | SHUFRO ROSE & CO LLC | $136.4M | 5.3M | ▲+3.8% Added · +193K sh | Q2 2026 | |
| 4 | Trilogy Capital Inc. | $107.7M | 4.2M | ▲+115% Added · +2.2M sh | Q2 2026 | |
| 5 | Stratos Investment Management, LLC | $84.4M | 3.3M | ▼−4.3% Reduced · −148K sh | Q2 2026 | |
| 6 | Bank of New York Mellon Corp | $56.9M | 2.2M | ▲+3.2% Added · +69K sh | Q1 2026 | |
| 7 | Lineweaver Wealth Advisors, LLC | $40.7M | 1.6M | ▲+7.8% Added · +114K sh | Q2 2026 | |
| 8 | Hamilton Wealth, LLC | $34.4M | 1.3M | ▲+0.8% Added · +10K sh | Q2 2026 | |
| 9 | LEVEL FOUR ADVISORY SERVICES, LLC | $32.3M | 1.3M | ▲+1.4% Added · +17K sh | Q2 2026 | |
| 10 | Meridian Wealth Management, LLC | $22.0M | 855K | ▲+2.8% Added · +23K sh | Q1 2026 | |
| 11 | ADAPT WEALTH ADVISORS, LLC | $17.6M | 683K | ▼−5.3% Reduced · −39K sh | Q2 2026 | |
| 12 | Traction Financial Partners, LLC | $17.4M | 677K | ▲~0% Added · +175 sh | Q2 2026 | |
| 13 | Principle Wealth Partners LLC | $16.5M | 642K | ▼−5.0% Reduced · −34K sh | Q2 2026 | |
| 14 | NorthCrest Asset Manangement, LLC | $14.3M | 558K | ▲+5.2% Added · +27K sh | Q2 2026 | |
| 15 | Guardian Financial Partners, LLC | $13.6M | 530K | ▲+6.9% Added · +34K sh | Q2 2026 | |
| 16 | Vise Technologies, Inc. | $12.1M | 465K | —Held | Q1 2026 | |
| 17 | Old Port Advisors | $11.1M | 431K | ▲+12% Added · +45K sh | Q2 2026 | |
| 18 | Ethos Financial Group, LLC | $10.9M | 425K | ▲+42% Added · +127K sh | Q2 2026 | |
| 19 | Prasad Wealth Partners, LLC | $9.8M | 379K | ▼−5.1% Reduced · −21K sh | Q2 2026 | |
| 20 | NIXON PEABODY TRUST CO | $7.9M | 307K | ▲+6.1% Added · +18K sh | Q2 2026 | |
| 21 | Tenzing Financial LLC | $7.5M | 291K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 22 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $7.3M | 284K | ▲+30% Added · +66K sh | Q2 2026 | |
| 23 | Spectrum Investment Advisors, Inc. | $6.3M | 246K | ▲+27% Added · +52K sh | Q2 2026 | |
| 24 | Riverbend Wealth Management, LLC | $4.4M | 170K | ▼−13% Reduced · −24K sh | Q2 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $3.6M | 141K | ▲+2.7% Added · +4K 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, 5 funds opened a new position in SMTH and 17 added to an existing one, while 9 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 | 38 funds | $31.0B |
| APPLE INCAAPL | 37 funds | $22.9B |
| MICROSOFT CORPMSFT | 37 funds | $22.2B |
| AMAZON.COM INCAMZN | 37 funds | $17.2B |
| ALPHABET INC-CL CGOOG | 37 funds | $8.9B |
| ISHARES CORE S&P 500 ETFIVV | 37 funds | $6.6B |
| ALPHABET INC-CL AGOOGL | 36 funds | $14.9B |
| BROADCOM INCAVGO | 35 funds | $13.4B |
| JPMORGAN CHASE & COJPM | 35 funds | $6.8B |
| ELI LILLY & COLLY | 35 funds | $6.0B |
| ABBVIE INCABBV | 35 funds | $4.0B |
| WALMART INCWMT | 34 funds | $5.4B |
Ranked by how many of SMTH's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 750 funds | $5.4B |
| SDOGmc | 159 funds | $426.2M |
| OUSAcommon | 124 funds | $336.6M |
| OUSMmc | 120 funds | $543.8M |
| ENFRmc | 116 funds | $219.2M |
| SMTHthis pageSMITH CORE PLUS | 76 funds | $2.2B |
| IDOGSHS | 76 funds | $335.2M |
| SBIOMF Closed and MF Open | 69 funds | $50.4M |
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 SMTH
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/SMTH/capital-change-brief"
Use Arkolith's capital_change_brief for SMTH. 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 SMTH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.