Who owns SMCO (SMCO)
Which tracked institutional funds hold SMCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMCO company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
The tracked-fund tape on SMCO is one-sided between 2025-Q4 and 2026-Q1: 6 added or opened and 2 trimmed or exited — on balance accumulating.
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
SMCO’s largest tracked holder by dollar value, Crumly & Associates Inc., sizes it at 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SMCO 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 2025-Q4 and 2026-Q1, across 18 tracked filers holding SMCO, 12 increased or opened the position and 6 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 SMCO between the 2025-Q4 and 2026-Q1 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
- UBS Group AG$3M
- Janney Montgomery Scott LLC$2M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$6M
- &PARTNERS$4M
- LPL Financial LLC$2M
- Fulton Bank, N.A.$440K
Largest trims
- Crumly & Associates Inc.$1M
- GTS SECURITIES LLC$441K
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 |
|---|---|---|---|---|
| Crumly & Associates Inc. trimmed | 449,785 | $12M | 20.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 351,703 | $10M | 15.7% | 2026-Q1 |
| &PARTNERS added | 348,456 | $9M | 15.5% | 2026-Q1 |
| Hilton Capital Management, LLC added | 229,066 | $6M | 10.2% | 2026-Q1 |
| Fulton Bank, N.A. added | 147,832 | $4M | 6.6% | 2026-Q1 |
| Visionary Wealth Advisors added | 140,002 | $4M | 6.3% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 119,229 | $3M | 5.3% | 2026-Q1 |
| LPL Financial LLC added | 113,696 | $3M | 5.1% | 2026-Q1 |
| UBS Group AG added | 96,835 | $3M | 4.3% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 78,019 | $2M | 3.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 58,634 | $2M | 2.6% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 28,803 | $783K | 1.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 23,861 | $648K | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 19,877 | $540K | 0.9% | 2026-Q1 |
| PIER 88 INVESTMENT PARTNERS LLC | 17,500 | $476K | 0.8% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 2,038 | $55K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO new | 900 | $24K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 29 | $788 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 9,656 | $259K | 0.4% | 2025-Q4 stale |
| COMERICA BANK | 1,373 | $37K | 0.1% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 1,300 | $33K | 0.1% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.