Who owns SMC
Which tracked institutional funds hold SMC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
9 tracked funds added or opened SMC while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SMC’s largest tracked holder by dollar value, Invesco Ltd., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 74 tracked filers holding SMC, 41 increased or opened the position and 27 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SMC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- XTX Topco Ltd$641K
- MILLENNIUM MANAGEMENT LLC$509K
Full exits 3
- JANE STREET GROUP, LLC$1M
- JACOBS LEVY EQUITY MANAGEMENT, INC$709K
- RENAISSANCE TECHNOLOGIES LLC$680K
Largest adds
- Deltroit Asset Management (UK) LLP$2M
- CITADEL ADVISORS LLC$2M
- Flat Footed LLC$756K
- AMERICAN CENTURY COMPANIES INC$716K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$664K
- EAGLE GLOBAL ADVISORS LLC$634K
Largest trims
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2M
- ARK & TLK INVESTMENTS, LLC$2M
- BANK OF AMERICA CORP /DE/$1M
- Invesco Ltd.$1M
- BlackRock, Inc.$880K
- VANGUARD CAPITAL MANAGEMENT LLC$741K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Invesco Ltd. added | 967,503 | $28M | 14.2% | 2026-Q2 |
| Deltroit Asset Management (UK) LLP added | 815,000 | $23M | 12.0% | 2026-Q2 |
| BlackRock, Inc. added | 658,624 | $19M | 9.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 511,424 | $15M | 7.5% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC added | 263,086 | $7M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 247,637 | $7M | 3.6% | 2026-Q2 |
| STATE STREET CORP added | 184,546 | $5M | 2.7% | 2026-Q2 |
| Flat Footed LLC added | 158,517 | $5M | 2.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 155,119 | $4M | 2.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 122,853 | $3M | 1.8% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 119,553 | $3M | 1.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 118,636 | $3M | 1.7% | 2026-Q2 |
| Empowered Funds, LLC added | 91,553 | $3M | 1.3% | 2026-Q2 |
| Liberty Mutual Group Asset Management Inc. | 84,840 | $2M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 80,761 | $2M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 75,675 | $2M | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 68,641 | $2M | 1.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 63,910 | $2M | 0.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 59,760 | $2M | 0.9% | 2026-Q2 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | 58,214 | $2M | 0.9% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 57,553 | $2M | 0.8% | 2026-Q2 |
| ARK & TLK INVESTMENTS, LLC trimmed | 55,705 | $2M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 55,433 | $2M | 0.8% | 2026-Q2 |
| Summit Financial, LLC | 52,985 | $2M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 47,858 | $1M | 0.7% | 2026-Q2 |
| Fractal Investments LLC | 45,000 | $1M | 0.7% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 40,720 | $1M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 29,286 | $829K | 0.4% | 2026-Q2 |
| JB CAPITAL PARTNERS LP | 26,165 | $745K | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 26,037 | $742K | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 24,505 | $698K | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 22,506 | $641K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 22,370 | $637K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 21,985 | $626K | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 17,858 | $509K | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 17,844 | $508K | 0.3% | 2026-Q2 |
| Odyssean, LLC new | 15,717 | $448K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 14,427 | $411K | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 12,468 | $355K | 0.2% | 2026-Q2 |
| Voleon Capital Management LP trimmed | 11,238 | $320K | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P new | 10,838 | $309K | 0.2% | 2026-Q2 |
| Engineers Gate Manager LP added | 10,711 | $305K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 9,943 | $283K | 0.1% | 2026-Q2 |
| Valeo Financial Advisors, LLC | 9,418 | $268K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 9,371 | $267K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 8,761 | $250K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,658 | $246K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 8,353 | $238K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 7,520 | $214K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 7,152 | $204K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC | 6,308 | $180K | 0.1% | 2026-Q2 |
| Ancora Advisors LLC | 5,027 | $143K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 4,694 | $134K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,237 | $121K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,900 | $111K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 2,283 | $65K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,027 | $58K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,238 | $35K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,199 | $34K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 908 | $26K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 708 | $20K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 312 | $9K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 297 | $8K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 280 | $8K | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 181 | $5K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP | 135 | $4K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 122 | $3K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC trimmed | 119 | $3K | 0.0% | 2026-Q2 |
| Quarry LP new | 83 | $2K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 17 | $484 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC | 15 | $427 | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 14 | $398 | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC | 7 | $199 | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 1 | $29 | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 42,730 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 23,443 | $709K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| RENAISSANCE TECHNOLOGIES LLC added | 22,476 | $680K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP added | 13,611 | $411K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC added | 13,553 | $410K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| HSBC HOLDINGS PLC added | 10,446 | $322K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Brevan Howard Capital Management LP added | 9,710 | $294K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| SEI INVESTMENTS CO | 7,589 | $229K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new | 1,520 | $46K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Aquatic Capital Management LLC trimmed | 1,214 | $37K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD GROUP INC trimmed | 630,040 | $17M | 8.7% | 2025-Q4 stale (2 quarters behind) |
| Virtus Fixed Income Advisers, LLC | 119,749 | $3M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| Aventail Capital Group, LP trimmed | 51,053 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| ARISTEIA CAPITAL, L.L.C. trimmed | 10,027 | $268K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| AlphaQuest LLC added | 4,153 | $111K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SHENKMAN CAPITAL MANAGEMENT INC trimmed | 96,723 | $2M | 1.0% | 2025-Q3 stale (3 quarters behind) |
| GRAHAM CAPITAL WEALTH MANAGEMENT, LLC trimmed | 58,972 | $1M | 0.6% | 2025-Q3 stale (3 quarters behind) |
| ALPS ADVISORS INC trimmed | 27,646 | $568K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| CORSAIR CAPITAL MANAGEMENT, L.P. added | 11,692 | $240K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 10,859 | $223K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Magnetar Financial LLC added | 10,368 | $213K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| FourThought Financial Partners, LLC new | 9,948 | $204K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 60,817 | $1M | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Y-Intercept (Hong Kong) Ltd new | 10,331 | $253K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Quantbot Technologies LP trimmed | 5,075 | $124K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| VAN ECK ASSOCIATES CORP trimmed | 927 | $23K | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.