Security record
SMBC
name pending profile ingest
69Tracked holders
+5Δ holders
5.00MShares held
$380.83MReported value
+6New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.8% ·
share flow +12.8% ·
net new positions +7.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | +5 | 5.00M | $380.83M | +6 | −1 |
| Q1 2026 | 67 | -3 | 4.45M | $284.33M | +2 | −5 |
| Q4 2025 | 70 | +1 | 4.57M | $270.14M | +1 | — |
| Q3 2025 | 16 | 0 | 3.10M | $162.84M | — | — |
| Q2 2025 | 13 | +1 | 2.93M | $160.37M | +1 | — |
| Q1 2025 | 9 | 0 | 625.03K | $32.52M | — | — |
| Q4 2024 | 9 | +3 | 592.61K | $34.00M | +3 | — |
| Q3 2024 | 5 | -1 | 383.24K | $21.65M | — | −1 |
| Q2 2024 | 6 | — | 383.59K | $17.27M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.12M | +20.6% | $85.27M | 0.0% | ▲ Add | 5 | SEC ↗ ×13 |
| 2 | Dimensional Fund Advisors Lp | 465.83K | +5.7% | $35.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 3 | Vanguard Capital Management Llc | 417.01K | -3.4% | $31.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 358.89K | +27.5% | $27.35M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | American Century Companies Inc | 353.44K | +11.9% | $26.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 247.56K | +5.0% | $18.87M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 7 | Manufacturers Life Insurance… | 237.22K | -0.7% | $18.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Hotchkis & Wiley Capital Management… | 155.51K | +0.5% | $11.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Millennium Management ✦ | 110.32K | +134.5% | $8.41M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 10 | Northern Trust Corp | 98.04K | +4.9% | $7.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 11 | AQR Capital Management ✦ | 95.61K | +13.1% | $7.29M | 0.0% | ▲ Add | 7 | SEC ↗ ×8 |
| 12 | Morgan Stanley ✦ | 93.99K | -6.0% | $7.16M | 0.0% | ▼ Trim | 4 | SEC ↗ ×11 |
| 13 | Goldman Sachs Group ✦ | 83.76K | +16.4% | $6.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 14 | Franklin Resources Inc | 81.07K | +42.8% | $6.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Renaissance Technologies ✦ | 79.82K | -12.8% | $6.08M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 16 | Charles Schwab Investment… | 78.94K | +2.4% | $6.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 71.05K | +22.8% | $5.41M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 18 | Creative Planning | 69.03K | +17.2% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Bank of New York Mellon Corp | 45.42K | +4.4% | $3.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Lazard Asset Management Llc | 42.25K | +1.7% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Russell Investments Group, Ltd. | 40.81K | +4.4% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | UBS Group AG | 40.31K | +44.7% | $3.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | D. E. Shaw & Co. ✦ | 40.31K | +57.4% | $3.07M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 38.66K | +179.5% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 36.02K | +116.5% | $2.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | First Trust Advisors Lp | 34.61K | +3.0% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 34.55K | +0.2% | $2.63M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 28 | Hrt Financial Lp | 27.64K | +157.5% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Nuveen, LLC | 25.97K | +36.8% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Mariner, LLC | 24.10K | +158.1% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Bank Of America Corp /De/ | 21.37K | -17.1% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Barclays Plc | 21.37K | +8.0% | $1.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 33 | Hsbc Holdings Plc | 19.59K | +33.6% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 19.55K | +58.6% | $1.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Swiss National Bank | 18.95K | 0.0% | $1.44M | 0.0% | Held | 3 | SEC ↗ |
| 36 | Victory Capital Management Inc | 18.88K | -3.2% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Citigroup Inc | 18.18K | +170.2% | $1.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 38 | Point72 Asset Management ✦ | 16.30K | New | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 39 | Invesco Ltd. | 14.97K | +7.0% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Ameriprise Financial Inc | 14.42K | +0.1% | $1.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Two Sigma Investments ✦ | 13.90K | -68.6% | $1.06M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 42 | Connor, Clark & Lunn Investment… | 13.68K | -23.2% | $1.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Rhumbline Advisers | 12.42K | +4.3% | $946,443 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Deutsche Bank Ag\ | 9.48K | +27.9% | $722,852 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Sei Investments Co | 8.45K | -43.7% | $643,827 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 46 | Alliancebernstein L.P. | 9.93K | +1.5% | $634,924 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 8.17K | +124.3% | $622,353 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | UBS AM, a distinct business unit of… | 7.79K | -4.2% | $593,600 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 49 | T. Rowe Price ✦ | 7.72K | +3.3% | $589,000 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 7.62K | New | $580,339 | 0.0% | New | 1 | SEC ↗ |
| 51 | Federated Hermes, Inc. | 7.20K | -16.7% | $548,712 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Legal & General Group Plc | 6.93K | +1.0% | $527,984 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 53 | Canada Pension Plan Investment Board | 6.70K | 0.0% | $510,607 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Cetera Investment Advisers | 6.28K | 0.0% | $478,599 | 0.0% | Held | 3 | SEC ↗ |
| 55 | Mercer Global Advisors Inc /Adv | 6.22K | +39.9% | $473,808 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Universal- Beteiligungs- und… | 6.21K | -59.4% | $473,417 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Prudential Financial Inc | 5.45K | New | $415,345 | 0.0% | New | 1 | SEC ↗ |
| 58 | LPL Financial LLC | 4.65K | New | $354,354 | 0.0% | New | 1 | SEC ↗ |
| 59 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 4.46K | -3.2% | $339,744 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 4.29K | -33.6% | $326,788 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | New York State Common Retirement… | 4.18K | 0.0% | $318,558 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Wealth Enhancement Advisory… | 3.48K | New | $259,056 | 0.0% | New | 1 | SEC ↗ |
| 63 | Jones Financial Companies Lllp | 1.02K | +0.3% | $78,527 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 1.02K | 0.0% | $77,582 | 0.0% | Held | 3 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 650 | +0.3% | $49,536 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Royal Bank Of Canada | 302 | -46.5% | $23,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 172 | New | $13,108 | 0.0% | New | 1 | SEC ↗ |
| 68 | Us Bancorp \De\ | 121 | 0.0% | $9,221 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 69 | Optiver Holding B.V. | 98 | +19.5% | $7,469 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $1.24M | 0.0% |
| Citadel Advisors | $580,339 | 0.0% |
| Prudential Financial Inc | $415,345 | 0.0% |
| LPL Financial LLC | $354,354 | 0.0% |
| Wealth Enhancement Advisory… | $259,056 | 0.0% |
| Rockefeller Capital… | $13,108 | 0.0% |
Exited
| Assenagon Asset Management… | $639,848 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 146 holders, 6.15M shares, $380.50M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 09
Hensley Todd E.
Director · 10.42K sh · $756,950
Sep 09
Hensley Todd E.
Director · 429 sh · $31,441
Sep 08
Hensley Todd E.
Director · 4.75K sh · $348,957
Aug 18
HECKER MARK E
Officer · 1.60K sh · $120,784
Aug 18
HECKER MARK E
Officer · 900 sh · $68,049
Aug 18
HECKER MARK E
Officer · 185 sh · $13,969
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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