SMCO
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow +30.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 351.70K | +150.1% | $9.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 113.70K | +253.4% | $3.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 96.83K | New | $2.63M | 0.0% | New | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 58.63K | -8.2% | $1.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 19.88K | +16.9% | $540,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Fifth Third Bancorp | 2.04K | New | $55,393 | 0.0% | New | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 900 | New | $23,880 | 0.0% | New | 1 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 29 | 0.0% | $788 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $2.63M | 0.0% |
| Fifth Third Bancorp | $55,393 | 0.0% |
| JPMorgan Chase | $23,880 | 0.0% |
Exited
| Citadel Advisors | $258,802 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 17 holders, 2.23M shares, $58.32M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.