AI Holders Summary · Q1 2026

98 institutions reported SMHI in Q1 2026. BlackRock, Inc. leads at 14.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$11M1.5M0.00%Q1 2026 02

Oppenheimer & Close, LLC

CIK 0001591377

$10M1.4M6.24%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$9M1.3M0.00%Q1 2026 04

First Eagle Investment Management, LLC

CIK 0001325447

$8M1.1M0.01%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$7M1.0M0.00%Q1 2026 06

ROBOTTI ROBERT

CIK 0001105838

$5M768K0.86%Q1 2026 07

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$4M504K0.00%Q1 2026 08

STATE STREET CORP

CIK 0000093751

$4M499K0.00%Q1 2026 09

Cerity Partners LLC

CIK 0001566475

$3M435K0.00%Q1 2026 10

FIRST MANHATTAN CO. LLC.

CIK 0000728083

$2M321K0.01%Q1 2026 11

MORGAN STANLEY

CIK 0000895421

$2M252K0.00%Q1 2026 12

Glenorchy Capital Ltd

CIK 0002008506

$2M211K0.09%Q1 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$1M195K0.00%Q1 2026 14

OPPENHEIMER & CO INC

CIK 0000822581

$1M221K0.02%Q4 2025 15

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

CIK 0001115373

$1M208K0.14%Q4 2025 16

JPMORGAN CHASE & CO

CIK 0000019617

$1M147K0.00%Q1 2026 17

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$962K134K0.00%Q1 2026 18

HighTower Advisors, LLC

CIK 0001462245

$922K129K0.00%Q1 2026 19

Vanguard Portfolio Management

CIK 0002100121· Index

$906K127K0.00%Q1 2026 20

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$862K120K0.00%Q1 2026

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