| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | STATE STREET CORP | $1.1M | 62.7K | Added | Q1 2026 |
| 2 | CITADEL ADVISORS LLC | $492K | 28.6K | Added | Q1 2026 |
| 3 | SALEM INVESTMENT COUNSELORS INC | $330K | 19.2K | New | Q1 2026 |
| 4 | Rockefeller Capital Management L.P. | $299K | 12.8K | New | Q4 2025 |
| 5 | Point72 Asset Management, L.P. | $178K | 10.3K | New | Q1 2026 |
| 6 | Quadrature Capital Ltd | $175K | 10.2K | New | Q1 2026 |
| 7 | CWM, LLC | $19K | 1.1K | Added | Q1 2026 |
| 8 | Police & Firemen's Retirement System of New Jersey | $18K | 783 | New | Q4 2025 |
| 9 | NewEdge Advisors, LLC | $13K | 758 | New | Q1 2026 |
| 10 | Ameritas Investment Partners, Inc. | $5K | 313 | Held | Q1 2026 |
| 11 | GAMMA Investing LLC | $1K | 80 | New | Q1 2026 |
| 12 | IFP Advisors, Inc | $361 | 21 | New | Q1 2026 |
| 13 | Sterling Capital Management LLC | $344 | 20 | Held | Q1 2026 |
| 14 | MAI Capital Management | $207 | 12 | Added | Q1 2026 |
| 15 | ROTHSCHILD INVESTMENT LLC | $155 | 9 | New | Q1 2026 |
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 4, 2026 | Salamone Ann Beal | Director | acquired (A) | 4.2K | $0 |
| Jun 4, 2026 | Ortwein Sara N | Director | acquired (A) | 4.6K | $0 |
| Jun 4, 2026 | Mack Roszell III | Director | acquired (A) | 5.3K | $0 |
| Jun 4, 2026 | TANZBERGER ERIC D | Director | acquired (A) | 5.3K | $0 |
| Jun 4, 2026 | Nixon Ronald T | Director, 10% Owner | acquired (A) | 4.2K | $0 |
| Jun 4, 2026 | DeSutter Robert Andrew | Director | acquired (A) | 5.5K | $0 |
| Jun 4, 2026 | Major Eric D | Director | acquired (A) | 4.8K | $0 |
| Jun 4, 2026 | Myers Keith G | Director | acquired (A) | 4.4K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORP COMMSFT | 15 funds | $119.2B |
| AMAZON.COM INCAMZN | 15 funds | $87.3B |
| BROADCOM INC COMAVGO | 15 funds | $63.1B |
| ALPHABET INC CL CGOOG | 15 funds | $55.9B |
| EXXON MOBIL CORP COMXOM | 15 funds | $37.5B |
| ELI LILLY & CO COMLLY | 15 funds | $34.3B |
| CHEVRON CORPORATION COMCVX | 15 funds | $33.0B |
| VISA INC COM CL AV | 15 funds | $26.4B |
| LOCKHEED MARTIN CORP COMLMT | 15 funds | $20.6B |
| MICRON TECHNOLOGY INC COMMU | 15 funds | $20.0B |
| COSTCO WHSL CORP NEWCOST | 15 funds | $19.7B |
| MASTERCARD INCORPORATED CL AMA | 15 funds | $19.2B |
Ranked by how many of SMTI'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 SMTI. 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.