Who owns 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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 11 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 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp 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 2026-Q1 and 2026-Q2, across 20 tracked filers holding SMCO, 12 increased or opened the position and 7 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 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
- BANK OF AMERICA CORP /DE/$2M
- Steward Partners Investment Advisory, LLC$611K
Full exits 1
- Janney Montgomery Scott LLC$2M
Largest adds
- Fulton Bank, N.A.$3M
- UBS Group AG$2M
- Crumly & Associates Inc.$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
- &PARTNERS$1M
- Hilton Capital Management, LLC$875K
Largest trims
- GTS SECURITIES LLC$434K
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. added | 461,501 | $14M | 18.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 361,007 | $11M | 14.6% | 2026-Q2 |
| &PARTNERS trimmed | 343,476 | $11M | 13.9% | 2026-Q2 |
| Hilton Capital Management, LLC | 229,066 | $7M | 9.2% | 2026-Q2 |
| Fulton Bank, N.A. added | 228,516 | $7M | 9.2% | 2026-Q2 |
| UBS Group AG added | 157,569 | $5M | 6.4% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 139,304 | $4M | 5.6% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 122,411 | $4M | 4.9% | 2026-Q2 |
| LPL Financial LLC added | 115,901 | $4M | 4.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 76,758 | $2M | 3.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 53,378 | $2M | 2.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 24,086 | $747K | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,675 | $734K | 1.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 19,717 | $611K | 0.8% | 2026-Q2 |
| PIER 88 INVESTMENT PARTNERS LLC added | 19,300 | $598K | 0.8% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 11,244 | $349K | 0.5% | 2026-Q2 |
| WealthShield Partners, LLC new | 7,039 | $218K | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,948 | $60K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 450 | $14K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 29 | $899 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC new | 78,019 | $2M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 9,656 | $259K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 1,373 | $37K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 1,300 | $33K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.