Who owns SMMV
Which tracked institutional funds hold SMMV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SMMV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
8 tracked funds added or opened SMMV while 6 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
SMMV’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, 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 SMMV more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SMMV 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 121 tracked filers holding SMMV, 48 increased or opened the position and 55 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 SMMV 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
- GTS SECURITIES LLC$2M
- Independent Advisor Alliance$2M
Largest adds
- GOLDMAN SACHS GROUP INC$2M
- Advisory Services Network, LLC$2M
- Geneos Wealth Management Inc.$989K
- ROYAL BANK OF CANADA$682K
- CITADEL ADVISORS LLC$587K
- BANK OF AMERICA CORP /DE/$478K
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$16M
- WELLS FARGO & COMPANY/MN$15M
- MERCER GLOBAL ADVISORS INC /ADV$3M
- LPL Financial LLC$1M
- NewEdge Advisors, LLC$447K
- RAYMOND JAMES FINANCIAL INC$339K
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 1,258,841 | $55M | 27.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 355,543 | $16M | 7.7% | 2026-Q1 |
| WEALTH MANAGEMENT RESOURCES, INC. trimmed | 279,773 | $12M | 6.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 249,640 | $11M | 5.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 169,126 | $7M | 3.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 134,542 | $6M | 2.9% | 2026-Q1 |
| Brickley Wealth Management added | 127,187 | $6M | 2.8% | 2026-Q1 |
| Creative Planning added | 81,152 | $4M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 79,583 | $3M | 1.7% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 72,858 | $3M | 1.6% | 2026-Q1 |
| Advisory Services Network, LLC added | 70,653 | $3M | 1.5% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 68,386 | $3M | 1.5% | 2026-Q1 |
| UBS Group AG trimmed | 67,377 | $3M | 1.5% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 66,306 | $3M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 65,756 | $3M | 1.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 64,845 | $3M | 1.4% | 2026-Q1 |
| Rehmann Capital Advisory Group trimmed | 64,673 | $3M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 62,995 | $3M | 1.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 55,271 | $2M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 50,531 | $2M | 1.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 49,873 | $2M | 1.1% | 2026-Q1 |
| GTS SECURITIES LLC new | 47,778 | $2M | 1.0% | 2026-Q1 |
| Armbruster Capital Management, Inc. added | 46,540 | $2M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 44,890 | $2M | 1.0% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 39,215 | $2M | 0.9% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 36,600 | $2M | 0.8% | 2026-Q1 |
| Sage Mountain Advisors LLC | 33,080 | $1M | 0.7% | 2026-Q1 |
| Burns Matteson Capital Management, LLC trimmed | 32,886 | $1M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 32,138 | $1M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 31,309 | $1M | 0.7% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 31,089 | $1M | 0.7% | 2026-Q1 |
| REGATTA CAPITAL GROUP, LLC added | 26,676 | $1M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 24,587 | $1M | 0.5% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 22,810 | $995K | 0.5% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 22,720 | $991K | 0.5% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 22,399 | $977K | 0.5% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC added | 20,168 | $880K | 0.4% | 2026-Q1 |
| XY Planning Network, Inc. added | 19,601 | $860K | 0.4% | 2026-Q1 |
| MFA Wealth Services added | 19,163 | $836K | 0.4% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 18,494 | $807K | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 17,955 | $783K | 0.4% | 2026-Q1 |
| Leelyn Smith, LLC trimmed | 14,848 | $648K | 0.3% | 2026-Q1 |
| COWA, LLC trimmed | 13,949 | $608K | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 13,765 | $600K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 12,653 | $552K | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 12,391 | $540K | 0.3% | 2026-Q1 |
| Corient Private Wealth LLC added | 12,343 | $538K | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 10,895 | $475K | 0.2% | 2026-Q1 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed | 10,622 | $463K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS | 10,466 | $456K | 0.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 10,257 | $447K | 0.2% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 9,915 | $432K | 0.2% | 2026-Q1 |
| Fortune Financial Advisors, LLC trimmed | 8,982 | $392K | 0.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 8,609 | $376K | 0.2% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 8,458 | $369K | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 7,764 | $338K | 0.2% | 2026-Q1 |
| Capital Analysts, LLC new | 7,741 | $337K | 0.2% | 2026-Q1 |
| High Net Worth Advisory Group LLC trimmed | 7,654 | $334K | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 7,488 | $327K | 0.2% | 2026-Q1 |
| Opulen Financial Group LLC trimmed | 7,474 | $326K | 0.2% | 2026-Q1 |
| FIRST CITIZENS BANK & TRUST CO | 7,012 | $306K | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 6,813 | $297K | 0.1% | 2026-Q1 |
| CHOREO, LLC added | 6,790 | $296K | 0.1% | 2026-Q1 |
| Clear Creek Financial Management, LLC trimmed | 5,524 | $241K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 5,515 | $241K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,308 | $235K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 5,339 | $233K | 0.1% | 2026-Q1 |
| Professional Financial Advisors, LLC trimmed | 5,172 | $226K | 0.1% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 5,045 | $220K | 0.1% | 2026-Q1 |
| First Bank & Trust trimmed | 5,039 | $220K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,993 | $218K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 4,991 | $218K | 0.1% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 4,959 | $216K | 0.1% | 2026-Q1 |
| RIK SAYLOR FINANCIAL, INC. trimmed | 4,714 | $206K | 0.1% | 2026-Q1 |
| S.A. Mason LLC | 4,438 | $194K | 0.1% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 4,045 | $176K | 0.1% | 2026-Q1 |
| FMR LLC added | 3,772 | $165K | 0.1% | 2026-Q1 |
| BlackRock, Inc. added | 3,751 | $164K | 0.1% | 2026-Q1 |
| Advisors Preferred, LLC new | 3,596 | $157K | 0.1% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 3,519 | $153K | 0.1% | 2026-Q1 |
| Wade Financial Advisory, Inc trimmed | 67,215 | $3M | 1.4% | 2025-Q1 stale |
| 1858 WEALTH MANAGEMENT, LLC new | 25,420 | $1M | 0.5% | 2025-Q1 stale |
| Moloney Securities Asset Management, LLC trimmed | 19,546 | $841K | 0.4% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 12,218 | $525K | 0.3% | 2025-Q3 stale |
| Hibernia Wealth Partners, LLC added | 8,936 | $375K | 0.2% | 2025-Q2 stale |
| Global View Capital Management LLC trimmed | 8,863 | $367K | 0.2% | 2025-Q1 stale |
| Freedom Investment Management, Inc. trimmed | 8,165 | $343K | 0.2% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC added | 6,919 | $300K | 0.1% | 2025-Q4 stale |
| Cable Hill Partners, LLC added | 7,230 | $297K | 0.1% | 2025-Q1 stale |
| StoneX Group Inc. trimmed | 6,512 | $284K | 0.1% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 6,740 | $283K | 0.1% | 2025-Q2 stale |
| D. E. Shaw & Co., Inc. trimmed | 6,452 | $271K | 0.1% | 2025-Q2 stale |
| Janney Montgomery Scott LLC trimmed | 6,093 | $264K | 0.1% | 2025-Q4 stale |
| McNaughton Wealth Management, LLC trimmed | 6,130 | $254K | 0.1% | 2025-Q1 stale |
| TBH Global Asset Management, LLC trimmed | 5,882 | $253K | 0.1% | 2025-Q3 stale |
| Mariner, LLC trimmed | 5,490 | $238K | 0.1% | 2025-Q4 stale |
| HBK Sorce Advisory LLC trimmed | 5,368 | $231K | 0.1% | 2025-Q3 stale |
| OneDigital Investment Advisors LLC added | 5,428 | $228K | 0.1% | 2025-Q2 stale |
| Joel Adams & Associates, Inc. trimmed | 5,378 | $226K | 0.1% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC added | 3,957 | $170K | 0.1% | 2025-Q3 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.