SMHI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -18.2% ·
share flow -4.0% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | +1 | 8.18M | $62.60M | +2 | −1 |
| Q1 2026 | 47 | -2 | 8.34M | $59.72M | +2 | −4 |
| Q4 2025 | 49 | 0 | 8.78M | $52.83M | +1 | −1 |
| Q3 2025 | 13 | +1 | 4.77M | $30.98M | +1 | — |
| Q2 2025 | 9 | -2 | 4.33M | $22.10M | — | −2 |
| Q1 2025 | 8 | +1 | 1.52M | $7.71M | +1 | — |
| Q4 2024 | 7 | -1 | 1.50M | $9.83M | — | −1 |
| Q3 2024 | 7 | -1 | 2.25M | $21.73M | +1 | −2 |
| Q2 2024 | 8 | — | 2.31M | $31.17M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.63M | — | $8.32M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 2 | The Vanguard Group ✦ (passive) | 1.35M | — | $6.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | State Street Global Advisors ✦ (passive) | 536.41K | -1.4% | $2.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 507.58K | -9.0% | $2.59M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 5 | Renaissance Technologies ✦ | 212.40K | +24.7% | $1.08M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | Millennium Management ✦ | 46.54K | +19.4% | $237,364 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | Wellington Management ✦ | 29.58K | -36.8% | $150,853 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | T. Rowe Price ✦ | 12.76K | +22.8% | $66,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Fidelity (FMR) ✦ | 4.22K | — | $21,507 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $406,121 | was 0.0% |
| D. E. Shaw & Co. | $379,414 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 89 holders, 11.61M shares, $82.74M 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.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 4.12K sh · $41,160
Officer · 4.00K sh · $40,000
Officer · 200 sh · $2,000
Officer · 401 sh · $4,010
Officer · 3.21K sh · $31,589
Officer · 5.93K sh · $57,966
Officer · 1.50K sh · $14,654
Officer · 2.84K sh · $27,718
Officer · 13.05K sh · $127,799
Officer · 205 sh · $1,999
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
7.2% of class · View original SEC filing ↗