AI Holders Summary · Q1 2026

25 institutions reported SMSI in Q1 2026. Pacific Ridge Capital Partners, LLC leads at 29.9% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

Pacific Ridge Capital Partners, LLC

CIK 0001591546

$374K520K0.08%Q1 2026 02

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$261K363K0.00%Q1 2026 03

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$221K307K0.00%Q1 2026 04

CITADEL ADVISORS LLC

CIK 0001423053

$110K203K0.00%Q4 2025 05

RENAISSANCE TECHNOLOGIES LLC

CIK 0001037389

$84K117K0.00%Q1 2026 06

VANGUARD FIDUCIARY TRUST CO

CIK 0000933478· Index

$63K87K0.00%Q1 2026 07

BlackRock, Inc.

CIK 0002012383

$33K45K0.00%Q1 2026 08

NORTHERN TRUST CORP

CIK 0000073124· Index

$22K31K0.00%Q1 2026 09

STATE STREET CORP

CIK 0000093751

$18K25K0.00%Q1 2026 10

TWO SIGMA SECURITIES, LLC

CIK 0001450144· Market maker

$16K22K0.00%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$14K19K0.00%Q1 2026 12

Virtu Financial LLC

CIK 0001533964· Market maker

$9K12K0.00%Q1 2026 13

WELLS FARGO & COMPANY/MN

CIK 0000072971

$8K11K0.00%Q1 2026 14

UBS Group AG

CIK 0001610520

$7K10K0.00%Q1 2026 15

Lindbrook Capital, LLC

CIK 0001767045

$7K9K0.00%Q1 2025 16

GROUP ONE TRADING LLC

CIK 0000932540

$3K4K0.00%Q1 2026 17

Vanguard Global Advisers, LLC

CIK 0001811242· Index

New England Capital Financial Advisors LLC

CIK 0001964652

$23310.00%Q1 2026 20

Iron Horse Wealth Management, LLC

CIK 0001836270

$11130.00%Q2 2025

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