Who owns SMERY (SMERY)
Which tracked institutional funds hold SMERY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMERY 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 SMERY is one-sided between 2025-Q4 and 2026-Q1: 5 added or opened and 1 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
SMERY’s largest tracked holder by dollar value, BESSEMER GROUP INC, 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 SMERY 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 SMERY, 14 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 SMERY 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
- BESSEMER GROUP INC$10M
- Pinnacle Wealth Management Advisory Group, LLC$2M
Full exits 1
- BECK CAPITAL MANAGEMENT, LLC$2M
Largest adds
- RHUMBLINE ADVISERS$483K
- Telligent Fund, LP$429K
- Myriad Asset Management US LP$352K
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 |
|---|---|---|---|---|
| BESSEMER GROUP INC new | 60,862 | $10M | 37.9% | 2026-Q1 |
| L & S Advisors Inc trimmed | 26,154 | $4M | 16.8% | 2026-Q1 |
| Telligent Fund, LP | 15,000 | $3M | 9.6% | 2026-Q1 |
| Pinnacle Wealth Management Advisory Group, LLC new | 12,397 | $2M | 7.9% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 12,120 | $2M | 7.8% | 2026-Q1 |
| Myriad Asset Management US LP added | 5,559 | $938K | 3.6% | 2026-Q1 |
| GAMMA Investing LLC added | 4,730 | $798K | 3.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 2,263 | $382K | 1.4% | 2026-Q1 |
| HALLSTATT ADVISORS L.P. trimmed | 2,125 | $359K | 1.4% | 2026-Q1 |
| Bank of Marin new | 1,881 | $308K | 1.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 1,436 | $242K | 0.9% | 2026-Q1 |
| Cascades Capital Asset Management, LLC added | 1,300 | $219K | 0.8% | 2026-Q1 |
| Salomon & Ludwin, LLC added | 323 | $56K | 0.2% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. new | 304 | $51K | 0.2% | 2026-Q1 |
| NBC SECURITIES, INC. new | 212 | $35K | 0.1% | 2026-Q1 |
| First Command Advisory Services, Inc. new | 66 | $11K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC added | 47 | $8K | 0.0% | 2026-Q1 |
| IMA Advisory Services, Inc. trimmed | 18 | $3K | 0.0% | 2026-Q1 |
| BECK CAPITAL MANAGEMENT, LLC new | 11,045 | $2M | 5.9% | 2025-Q4 stale |
| CHESAPEAKE ASSET MANAGEMENT LLC new | 1,210 | $140K | 0.5% | 2025-Q2 stale |
| First Horizon Advisors, Inc. added | 1,181 | $137K | 0.5% | 2025-Q2 stale |
| Signature Equity Partners, LLC new | 180 | $25K | 0.1% | 2025-Q4 stale |
| HANTZ FINANCIAL SERVICES, INC. new | 61 | $9K | 0.0% | 2025-Q4 stale |
| Brooklyn Investment Group added | 63 | $7K | 0.0% | 2025-Q2 stale |
| AMERIFLEX GROUP, INC. trimmed | 50 | $7K | 0.0% | 2025-Q4 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.