SMHI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +8.3% ·
share flow -5.5% ·
net new positions +7.7%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 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 | n/a |
| Q2 2025 | 9 | -2 | 4.33M | $22.10M | n/a | −2 |
| Q1 2025 | 8 | +1 | 1.52M | $7.71M | +1 | n/a |
| Q4 2024 | 7 | -1 | 1.50M | $9.83M | n/a | −1 |
| Q3 2024 | 7 | -1 | 2.25M | $21.73M | +1 | −2 |
| Q2 2024 | 8 | n/a | 2.31M | $31.17M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.54M | -5.5% | $10.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 2 | The Vanguard Group ✦ (passive) | 1.24M | -8.7% | $8.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | State Street Global Advisors ✦ (passive) | 532.21K | -0.8% | $3.45M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 480.61K | -5.3% | $3.12M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 5 | JPMorgan Chase ✦ | 342.78K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 6 | Morgan Stanley ✦ | 280.77K | n/a | $1.82M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 7 | Renaissance Technologies ✦ | 178.50K | -16.0% | $1.16M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 98.44K | n/a | $638,862 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | D. E. Shaw & Co. ✦ | 31.65K | New | $205,396 | 0.0% | New | 1 | SEC ↗ |
| 10 | Wellington Management ✦ | 21.05K | -28.9% | $136,582 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Millennium Management ✦ | 13.47K | -71.0% | $87,446 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 12.76K | 0.0% | $83,000 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Fidelity (FMR) ✦ | 5.23K | +24.1% | $33,956 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| D. E. Shaw & Co. | $205,396 | 0.0% |
Exited
| No tracked exits this quarter. |
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 ↗