Who owns SMDV
Which tracked institutional funds hold SMDV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMDV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 SMDV is one-sided between 2026-Q1 and 2026-Q2: 29 added or opened and 4 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
SMDV’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes SMDV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SMDV 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 132 tracked filers holding SMDV, 60 increased or opened the position and 60 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 SMDV 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 1
- COMPASS FINANCIAL MANAGEMENT LLC$1M
Full exits 2
- Cambridge Investment Research Advisors, Inc.$4M
- WEDBUSH SECURITIES INC$986K
Largest adds
- MORGAN STANLEY$5M
- UBS Group AG$4M
- Capital Investment Advisors, LLC$3M
- LPL Financial LLC$3M
- RAYMOND JAMES FINANCIAL INC$3M
- BANK OF AMERICA CORP /DE/$2M
Largest trims
- MWA Asset Management$589K
- CITADEL ADVISORS LLC$272K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 914,888 | $70M | 18.7% | 2026-Q2 |
| UBS Group AG added | 432,214 | $33M | 8.8% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 395,360 | $30M | 8.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 321,080 | $25M | 6.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 284,372 | $22M | 5.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 276,290 | $21M | 5.6% | 2026-Q2 |
| LPL Financial LLC added | 254,825 | $20M | 5.2% | 2026-Q2 |
| TOTH FINANCIAL ADVISORY CORP trimmed | 187,697 | $14M | 3.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 186,954 | $14M | 3.8% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 134,083 | $10M | 2.7% | 2026-Q2 |
| Arlington Trust Co LLC trimmed | 126,427 | $10M | 2.6% | 2026-Q2 |
| &PARTNERS added | 115,635 | $9M | 2.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 76,536 | $6M | 1.6% | 2026-Q2 |
| Landmark Wealth Management, LLC added | 67,861 | $5M | 1.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 59,646 | $5M | 1.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 59,144 | $5M | 1.2% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 54,810 | $4M | 1.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 53,185 | $4M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 51,872 | $4M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 41,104 | $3M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 35,289 | $3M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 35,270 | $3M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 34,857 | $3M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 33,112 | $3M | 0.7% | 2026-Q2 |
| United Advisor Group, LLC added | 32,426 | $2M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 32,100 | $2M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 31,780 | $2M | 0.7% | 2026-Q2 |
| New England Private Wealth Advisors LLC added | 30,197 | $2M | 0.6% | 2026-Q2 |
| Jacobi Capital Management LLC added | 27,854 | $2M | 0.6% | 2026-Q2 |
| Parcion Private Wealth LLC | 24,893 | $2M | 0.5% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 22,857 | $2M | 0.5% | 2026-Q2 |
| United Asset Strategies, Inc. added | 18,624 | $1M | 0.4% | 2026-Q2 |
| ForthRight Wealth Management, LLC added | 18,354 | $1M | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 18,047 | $1M | 0.4% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 17,537 | $1M | 0.4% | 2026-Q2 |
| Essex Financial Services, Inc. trimmed | 17,050 | $1M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 16,329 | $1M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 15,830 | $1M | 0.3% | 2026-Q2 |
| Trueblood Wealth Management, LLC added | 15,610 | $1M | 0.3% | 2026-Q2 |
| PFG Investments, LLC trimmed | 13,854 | $1M | 0.3% | 2026-Q2 |
| Harvest Investment Services, LLC added | 13,603 | $1M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 12,915 | $1M | 0.3% | 2026-Q2 |
| Royal Capital Wealth Management, LLC added | 12,498 | $963K | 0.3% | 2026-Q2 |
| Cascade Financial Partners, LLC added | 12,138 | $935K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 11,404 | $878K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 10,336 | $796K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 9,912 | $764K | 0.2% | 2026-Q2 |
| Northwest Financial Advisors added | 9,668 | $745K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 7,970 | $614K | 0.2% | 2026-Q2 |
| Gen-Wealth Partners Inc trimmed | 7,565 | $583K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 7,466 | $575K | 0.2% | 2026-Q2 |
| World Investment Advisors | 6,745 | $464K | 0.1% | 2026-Q2 |
| Lewis Asset Management, LLC trimmed | 6,491 | $500K | 0.1% | 2026-Q2 |
| Anson Capital, Inc. added | 6,460 | $498K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 6,106 | $470K | 0.1% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 6,000 | $462K | 0.1% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. trimmed | 5,887 | $453K | 0.1% | 2026-Q2 |
| Creekside Partners added | 5,497 | $423K | 0.1% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 5,475 | $422K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 5,252 | $405K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 5,239 | $404K | 0.1% | 2026-Q2 |
| B. Riley Wealth Advisors, Inc. trimmed | 5,148 | $396K | 0.1% | 2026-Q2 |
| GILPIN WEALTH MANAGEMENT, LLC | 5,136 | $396K | 0.1% | 2026-Q2 |
| KRAEMATON INVESTMENT ADVISORS, INC trimmed | 4,898 | $377K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 4,676 | $360K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 4,598 | $354K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. trimmed | 4,485 | $345K | 0.1% | 2026-Q2 |
| Bay Capital Advisors, LLC | 4,400 | $339K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 4,291 | $331K | 0.1% | 2026-Q2 |
| Acorn Wealth Advisors, LLC trimmed | 4,255 | $328K | 0.1% | 2026-Q2 |
| WBI INVESTMENTS, LLC | 4,241 | $327K | 0.1% | 2026-Q2 |
| Round Rock Advisors LLC | 4,207 | $324K | 0.1% | 2026-Q2 |
| HOWE & RUSLING INC added | 4,198 | $323K | 0.1% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 4,149 | $320K | 0.1% | 2026-Q2 |
| Redwood Financial Network Corp new | 3,939 | $303K | 0.1% | 2026-Q2 |
| WESBANCO BANK INC | 3,934 | $303K | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 3,896 | $300K | 0.1% | 2026-Q2 |
| Legacy Trust | 3,880 | $299K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC | 3,749 | $289K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 3,700 | $285K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 3,626 | $279K | 0.1% | 2026-Q2 |
| Atlas Brown,Inc. trimmed | 3,534 | $272K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 3,487 | $269K | 0.1% | 2026-Q2 |
| Jackson, Grant Investment Advisers, Inc. added | 3,444 | $265K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC trimmed | 3,404 | $262K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 3,381 | $260K | 0.1% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,227 | $249K | 0.1% | 2026-Q2 |
| MWA Asset Management trimmed | 3,221 | $248K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 3,205 | $247K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 2,926 | $225K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 2,886 | $222K | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. new | 2,832 | $218K | 0.1% | 2026-Q2 |
| Atria Investments, Inc new | 2,664 | $205K | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. added | 2,627 | $202K | 0.1% | 2026-Q2 |
| Wealthcare Capital Partners, LLC new | 2,618 | $202K | 0.1% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC | 2,280 | $176K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,111 | $163K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 1,312 | $101K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,169 | $90K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 1,135 | $87K | 0.0% | 2026-Q2 |
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.