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.
| # | 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 | $131.5M | 5.1M | ▲+5.1% Added · +248K sh | Q1 2026 | |
| 4 | Trilogy Capital Inc. | $107.7M | 4.2M | ▲+115% Added · +2.2M sh | Q2 2026 | |
| 5 | Stratos Investment Management, LLC | $88.3M | 3.4M | ▲+5.1% Added · +167K sh | Q1 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 | $34.2M | 1.3M | ▼−0.8% Reduced · −11K sh | Q1 2026 | |
| 9 | LEVEL FOUR ADVISORY SERVICES, LLC | $31.9M | 1.2M | ▼−7.8% Reduced · −104K sh | Q1 2026 | |
| 10 | Meridian Wealth Management, LLC | $22.0M | 855K | ▲+2.8% Added · +23K sh | Q1 2026 | |
| 11 | Principle Wealth Partners LLC | $17.4M | 677K | ▼−4.8% Reduced · −34K sh | Q1 2026 | |
| 12 | NorthCrest Asset Manangement, LLC | $14.3M | 558K | ▲+5.2% Added · +27K sh | Q2 2026 | |
| 13 | Guardian Financial Partners, LLC | $13.6M | 530K | ▲+6.9% Added · +34K sh | Q2 2026 | |
| 14 | Vise Technologies, Inc. | $12.1M | 465K | —Held | Q1 2026 | |
| 15 | Tenzing Financial LLC | $7.5M | 291K | ▼−0.6% Reduced · −2K sh | Q2 2026 | |
| 16 | ALPS ADVISORS INC | $3.8M | 148K | —Held | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $3.6M | 141K | ▲+2.7% Added · +4K sh | Q1 2026 | |
| 18 | LPL Financial LLC | $3.5M | 135K | ▲+42% Added · +40K sh | Q1 2026 | |
| 19 | BANK OF AMERICA CORP /DE/ | $3.0M | 116K | ▲New +116K sh | Q1 2026 | |
| 20 | FIRST FOUNDATION ADVISORS | $3.0M | 115K | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 21 | CITADEL ADVISORS LLC | $2.4M | 95K | ▼−36% Reduced · −54K sh | Q1 2026 | |
| 22 | Crestwood Advisors Group, LLC | $2.3M | 91K | ▲+18% Added · +14K sh | Q1 2026 | |
| 23 | Fermata Advisors, LLC | $2.1M | 80K | ▼−2.6% Reduced · −2K sh | Q2 2026 | |
| 24 | WELLS FARGO & COMPANY/MN | $1.7M | 65K | ▲+22% Added · +12K sh | Q1 2026 | |
| 25 | Tidal Investments LLC | $1.6M | 61K | ▲+47% Added · +19K 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.
| Class | 13F holders | Value held |
|---|---|---|
| AMLPmc | 419 funds | $4.7B |
| SDOGmc | 117 funds | $403.6M |
| OUSAcommon | 93 funds | $319.3M |
| ENFRmc | 84 funds | $199.1M |
| OUSMmc | 82 funds | $480.8M |
| SMTHthis pageSMITH CORE PLUS | 56 funds | $2.1B |
| IDOGINTL SEC DV DOG | 54 funds | $280.4M |
| EQLMF Closed and MF Open | 49 funds | $301.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 26 funds | $11.2B |
| NVIDIA CORPNVDA | 26 funds | $10.2B |
| APPLE INCAAPL | 26 funds | $9.2B |
| MICROSOFT CORPMSFT | 26 funds | $8.5B |
| AMAZON.COM INCAMZN | 26 funds | $6.9B |
| BROADCOM INCAVGO | 26 funds | $4.4B |
| META PLATFORMS INC-CLASS AMETA | 26 funds | $3.9B |
| JPMORGAN CHASE & COJPM | 26 funds | $3.4B |
| ALPHABET INC-CL CGOOG | 26 funds | $3.1B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 26 funds | $2.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 26 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 26 funds | $2.3B |
Ranked by how many of SMTH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.