Institutional Holders (2026 Q1)
61 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMTI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Stonebridge Wealth Management, LLC | 2.25% | 136,899 | $2.4M |
| 2 | Salem Investment Counselors Inc | 0.01% | 19,200 | $330K |
| 3 | XTX Topco Ltd | 0.00% | 12,602 | $217K |
| 4 | Quadrature Capital Ltd | 0.00% | 10,172 | $175K |
| 5 | Renaissance Technologies LLC | 0.00% | 64,680 | $1.1M |
| 6 | Squarepoint Ops LLC | 0.00% | 73,607 | $1.3M |
| 7 | Marshall Wace, LLP | 0.00% | 76,282 | $1.3M |
| 8 | Essential Partners LLC | 0.00% | 218 | $4K |
| 9 | Harbour Investments, INC. | 0.00% | 4,000 | $69K |
| 10 | Baird Financial Group, Inc. | 0.00% | 21,075 | $362K |
| 11 | Qube Research & Technologies Ltd | 0.00% | 26,409 | $454K |
| 12 | Rockefeller Capital Management L.P. | 0.00% | 14,393 | $247K |
| 13 | Tower Research Capital LLC (TRC) | 0.00% | 901 | $15K |
| 14 | Royal Bank of Canada | 0.00% | 131,380 | $2.3M |
| 15 | Aqr Capital Management LLC | 0.00% | 39,938 | $686K |
| 16 | BNP Paribas Financial Markets | 0.00% | 27,698 | $476K |
| 17 | Point72 Asset Management, L.P. | 0.00% | 10,335 | $178K |
| 18 | EverSource Wealth Advisors, LLC | 0.00% | 374 | $6K |
| 19 | D. E. Shaw & Co., Inc. | 0.00% | 16,323 | $280K |
| 20 | Ameritas Investment Partners, Inc. | 0.00% | 313 | $5K |
| 21 | HSBC Holdings plc | 0.00% | 17,283 | $301K |
| 22 | Police & Firemen's Retirement System of New Jersey | 0.00% | 783 | $13K |
| 23 | Vanguard Fiduciary Trust Co | 0.00% | 25,375 | $436K |
| 24 | True Wealth Design, LLC | 0.00% | 19 | — |
| 25 | Citadel Advisors LLC | 0.00% | 31,113 | $535K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|